Other · DOL Form 5500 · 2022

The Philadelphia Orchestra Association Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
151
Participants Small participant base
77th
Percentile by assets National rank
$126,465
Avg per participant Near avg balance/head
PlainRetire home → About this data

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.

  • #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.

#2,623
in Arts, Entertainment & Recreation (3,077 peers)
-9.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

The Philadelphia Orchestra Association Retirement Savings Plan's outsized position 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 $2,050,000,000 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

The Philadelphia Orchestra Association Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Philadelphia Orchestra Association Retirement Savings Plan sits mid-pack in the medium band (151 participants).

Form 5500 schedule snapshot

Filing strip 231352289 · The Philadelphia Orchestra Association PY 2022 · Other

The Philadelphia Orchestra Association Retirement Savings Plan · $19M · 151 · 77th

  • SCH $19M
  • EBSA 151
  • PART 77th
  • TYPE Other
  • NET near Foundation for the National Institutes of Health 403(b) DC Plan
  • BOOK ind #2623

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Arts, Entertainment & Recreation retirement plans → · Plans in Pennsylvania →

The Philadelphia Orchestra Association Retirement Savings Plan in the asset neighbourhood

Alliance Community Hospital/Ohio Nurses Association Matched Fund Retirement PlanAlliance Community Hospital/…$19MThe Philadelphia Orchestra Association Retirement Savings PlanThe Philadelphia Orchestra A…$19MQueens University of Charlotte Tda PlanQueens University of Charlot…$19MFoundation for the National Institutes of Health 403(b) DC PlanFoundation for the National …$19MAmerican Geophysical Union TdaAmerican Geophysical Union T…$19M
End-of-year total assets ($M) among The Philadelphia Orchestra Association Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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 ($B) Participants The Philadelphia Orchestra Association Retirement Savings Plan, Total assets ($B): 0.019096204 · Participants: 151The Philadelphia Orchestra Association Retirement Savings PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
The Philadelphia Orchestra Association Retirement Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare The Philadelphia Orchestra Association Retirement Savings Plan side-by-side with 3 peers →

The Philadelphia Orchestra Association Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Foundation for the National Institutes of Health 403(b) DC Plan in MD ($19M); by covered participants it is Tiaa Cref Retirement Plan for Hamden Hall Country Day School in CT (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Other plans cover a similar participant headcount to The Philadelphia Orchestra Association Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Tiaa Cref Retirement Plan for Hamden Hall Country Day School in CT (151 participants, $44M in assets).

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.