Other · DOL Form 5500 · 2022
San Francisco Symphony Corporation Retirement Plan
Data updated 2026-08-25
- $66M
- Total assets Below avg plan size
- 584
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $113,151
- Avg per participant Below avg balance/head
Official DOL plan name: San Francisco Symphony Tsa Thrift Plan · Sponsored by San Francisco Symphony Corporation · California · Arts, Entertainment & Recreation
$66M in assets, 584 participants
San Francisco Symphony Corporation's San Francisco Symphony Tsa Thrift Plan reported $66M in total assets and 584 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #2,923 in Arts, Entertainment & Recreation (3,077 peers)
Where San Francisco Symphony Tsa Thrift Plan sits by assets
San Francisco Symphony Tsa Thrift Plan sits in the top 10% of all filed plans by assets, $66M for 584 participants (~$113,151/participant), down 17.2% in 2022.
- #2,923
- in Arts, Entertainment & Recreation (3,077 peers)
- -17.2%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
San Francisco Symphony Tsa Thrift Plan's outsized position by total assets
San Francisco Symphony Tsa Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$66,079,992 Top 10% higher than 90% 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 Francisco Symphony Tsa Thrift 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 Francisco Symphony Tsa Thrift Plan sits mid-pack in the medium band (584 participants).
DOL schedule card
Filing strip 941156284 · San Francisco Symphony Corporation PY 2022 · Other
San Francisco Symphony Tsa Thrift Plan · $66M · 584 · 90th
- EOY $66M
- EOY 584
- EOY 90th
- EOY Other
- EOY near Culver Educational Foundation Defined Contribution Retirement Plan
- EOY ind #2923
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 Francisco Symphony Tsa Thrift Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $80M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | -$14M |
| Employer EIN | 941156284 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Francisco Symphony Corporation)
Sponsor-wide plan assets over time
All San Francisco Symphony Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $218M 22.122092186122238% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 703 | $179M |
| 2023 | 3 | 703 | $200M |
| 2024 | 3 | 695 | $218M |
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 Francisco Symphony Tsa Thrift Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Culver Educational Foundation Defined Contribution Retirement Plan in IN ($66M); by covered participants it is Seattle Symphony Savings Plan in WA (584 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66M here).
Similar participant headcount
Nearest other-state filings by covered participants (584 participants); asset peers above are excluded.
- Seattle Symphony Savings Plan (WA) 584 · 0 off
- Ub Foundation Activities, Inc Retirement Plan (NY) 584 · 0 off
- Defender Association of Philadelphia Tax Deferred Annuity Plan (PA) 584 · 0 off
- Family Health Center 403(b) Plan (TX) 585 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.