Other · DOL Form 5500 · 2022
North Carolina Symphony Society Retirement Plan
Data updated 2026-08-11
- $11M
- Total assets
- 70
- Participants
- 66th
- Percentile by assets
- $153,831
- Avg per participant
Official DOL plan name: North Carolina Symphony Society DC Plan · Sponsored by North Carolina Symphony Society · North Carolina · Arts, Entertainment & Recreation
$11M in assets, 70 participants
North Carolina Symphony Society's North Carolina Symphony Society DC Plan reported $11M in total assets and 70 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- 66th percentile by assets (of 139,126 plans)
- #2,414 in Arts, Entertainment & Recreation (3,077 peers)
North Carolina Symphony Society multi-year trail
North Carolina Symphony Society's plans moved +15.1% in assets from 2022 to 2024; this filing shows North Carolina Symphony Society DC Plan at $11M / 70 participants.
- $11M
- total plan assets (2022 EOY)
- 70
- covered participants
- 66th
- percentile by assets (of 139,126 plans)
- $153,831
- 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 North Carolina Symphony Society DC Plan sits by total assets
North Carolina Symphony Society DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,768,195 Top 34% higher than 66% 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
North Carolina Symphony Society across 3 plan years on file
Across the 3 plan years North Carolina Symphony Society has on file (2022-2024), sponsor-wide plan assets have moved from $19M to $22M, a gain of 15.1%, while reported participants moved from 154 to 160 (+3.9%). Peak year by sponsor assets: 2024 ($22M); trough: 2022 ($19M).
North Carolina Symphony Society multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 154 | $19M |
| 2023 | 2 | 174 | $22M |
| 2024 | 2 | 160 | $22M |
North Carolina Symphony Society filing trail (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 560556755 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
North Carolina Symphony Society DC Plan vs. nearby Other plans in North Carolina, assets vs. participants
- The Duke University Faculty and Staff Retirement Plan $7.6B · 43,924
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $2.7B · 20,031
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.2B · 13,292
- Wake Forest University Retirement Plan $687M · 2,632
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
Similar-Sized Other Plans Nationally
Other plans in other states closest to North Carolina Symphony Society DC Plan by total assets, not by location.
Frequently Asked Questions
How did North Carolina Symphony Society DC Plan assets move in 2022? ▼
How have North Carolina Symphony Society plan assets changed over time? ▼
Which Other plans are similar in size to North Carolina Symphony Society DC Plan? ▼
Next read for North Carolina Symphony Society DC Plan
Multi-year trail
Ways to act on North Carolina Symphony Society DC Plan's numbers.
- By total assets, North Carolina Symphony Society DC Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
- North Carolina Symphony Society's sponsor-wide assets have grown 15.1% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans