Other · DOL Form 5500 · 2022
San Diego Symphony Orchestra Association Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 127
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $41,477
- Avg per participant Low balance/head
Official DOL plan name: San Diego Symphony 403(b) Plan · Sponsored by San Diego Symphony Orchestra Association · California · Arts, Entertainment & Recreation
$5M in assets, 127 participants
San Diego Symphony Orchestra Association's San Diego Symphony 403(b) Plan reported $5M in total assets and 127 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #2,109 in Arts, Entertainment & Recreation (3,077 peers)
Coverage in California
San Diego Symphony 403(b) Plan covers 127 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $5M.
- #2,109
- in Arts, Entertainment & Recreation (3,077 peers)
- -13.8%
- assets change YoY
The plan reported a net loss of $843K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
San Diego Symphony 403(b) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
San Diego Symphony 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,267,522 Top 48% higher than 52% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
San Diego Symphony 403(b) 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. San Diego Symphony 403(b) Plan sits mid-pack in the medium band (127 participants).
EBSA filing schedule strip
Filing strip 952040874 · San Diego Symphony Orchestra Association PY 2022 · Other
San Diego Symphony 403(b) Plan · $5M · 127 · 52nd
- BOOK $5M
- VS-ST 127
- BOY 52nd
- SCH Other
- EBSA near Compass Tax Deferred Annuity Plan
- PART ind #2109
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 California →
San Diego Symphony 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$843K |
| Employer EIN | 952040874 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
San Diego Symphony 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Compass Tax Deferred Annuity Plan in MA ($5M); by covered participants it is Oakridge School 403(b) Tda Plan in TX (127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.
- Oakridge School 403(b) Tda Plan (TX) 127 · 0 off
- Community Action, Inc. Tax Sheltered Annuity Plan (MA) 127 · 0 off
- Nurtury, Inc. 403(b) Plan (MA) 127 · 0 off
- Brookhaven at Lexington 403(b) Plan (MA) 127 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.