Other · DOL Form 5500 · 2022

The Philadelphia Orchestra Association Retirement Plan

Data updated 2026-08-11

$19M
Total assets
151
Participants
77th
Percentile by assets
$126,465
Avg per participant
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Official DOL plan name: The Philadelphia Orchestra Association Retirement Savings Plan · Sponsored by The Philadelphia Orchestra Association · Pennsylvania · Arts, Entertainment & Recreation

$19M in assets, 151 participants

The Philadelphia Orchestra Association's The Philadelphia Orchestra Association Retirement Savings Plan reported $19M in total assets and 151 participants in its 2022 DOL Form 5500 filing, ranking in the 77th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 77th percentile by assets (of 139,126 plans)
  • #2,623 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Pennsylvania

The Philadelphia Orchestra Association Retirement Savings Plan covers 151 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $19M.

$19M
total plan assets (2022 EOY)
151
covered participants
77th
percentile by assets (of 139,126 plans)
$126,465
avg assets per participant

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where The Philadelphia Orchestra Association Retirement Savings Plan sits by total assets

The Philadelphia Orchestra Association Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$19,096,204 Top 23% higher than 77% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
Pennsylvania
Industry
Arts, Entertainment & Recreation

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. The Philadelphia Orchestra Association Retirement Savings Plan reports 151 participants - about 18% of that state average ($19M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$2M
Employer EIN231352289
Plan Effective Date2011-11-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

The Philadelphia Orchestra Association Retirement Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants The Philadelphia Orc…, Total assets ($B): 0.019096204 · Participants: 151The Philadelphia Orc…The University of Pe…, Total assets ($B): 5.530640141 · Participants: 13262The University of Pe…Upmc 403(b) Retireme…, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retireme…The University of Pe…, Total assets ($B): 2.490968748 · Participants: 39740The University of Pe…Carnegie Mellon Univ…, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon Univ…Jefferson Defined Co…, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Co…
The Philadelphia Orchestra Association Retirement Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare The Philadelphia Orchestra Association R… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Philadelphia Orchestra Association Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did The Philadelphia Orchestra Association Retirement Savings Plan assets move in 2022? ▼
The Philadelphia Orchestra Association Retirement Savings Plan pulled back noticeably - down 9.1% during 2022, from $21M to $19M. Reported net income was -$2M.
Where does The Philadelphia Orchestra Association Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Philadelphia Orchestra Association Retirement Savings Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Philadelphia Orchestra Association Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Foundation for the National Institutes of Health 403(b) DC Plan in MD ($19M, 72 participants).

Next read for The Philadelphia Orchestra Association R…

Filing takeaways

Ways to act on The Philadelphia Orchestra Association Retirement Savings Plan's numbers.

  • By total assets, The Philadelphia Orchestra Association Retirement Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231352289.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.