Other · DOL Form 5500 · 2022

North Carolina Symphony Society Tda Plan Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
84
Participants Small participant base
62nd
Percentile by assets National rank
$103,381
Avg per participant Below avg balance/head
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Official DOL plan name: North Carolina Symphony Society Tda Plan · Sponsored by North Carolina Symphony Society Tda Plan · North Carolina · Arts, Entertainment & Recreation

$9M in assets, 84 participants

North Carolina Symphony Society Tda Plan's North Carolina Symphony Society Tda Plan reported $9M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #2,323 in Arts, Entertainment & Recreation (3,077 peers)

North Carolina Symphony Society Tda Plan multi-year trail

North Carolina Symphony Society Tda Plan's plans moved +15.1% in assets from 2022 to 2024; this filing shows North Carolina Symphony Society Tda Plan at $9M / 84 participants.

#2,323
in Arts, Entertainment & Recreation (3,077 peers)
-12.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

North Carolina Symphony Society Tda Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

North Carolina Symphony Society Tda Plan vs every filed plan by assets

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

$8,683,991 Top 38% higher than 62% 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

North Carolina Symphony Society Tda Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Carolina Symphony Society Tda Plan is a small filing (84 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 560556755 · North Carolina Symphony Society Tda Plan PY 2022 · Other

North Carolina Symphony Society Tda Plan · $9M · 84 · 62nd

  • PCT $9M
  • PCT 84
  • PCT 62nd
  • PCT Other
  • PCT near League School of Greater Boston, Inc. 403(b) Plan
  • PCT ind #2323

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 North Carolina →

North Carolina Symphony Society Tda Plan in the asset neighbourhood

Monroe Community College Association, Inc. 403(b) Defined Contribution PlanMonroe Community College Ass…$9MNorth Carolina Symphony Society Tda PlanNorth Carolina Symphony Soci…$9MLeague School of Greater Boston, Inc. 403(b) PlanLeague School of Greater Bos…$9MSacramento Children's Home, Inc. 403(b) PlanSacramento Children's Home, …$9MMaryvale Preparatory School Retirement PlanMaryvale Preparatory School …$9M
End-of-year total assets ($M) among North Carolina Symphony Society Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina Symphony Society Tda Plan multi-year asset trail

Sponsor-wide plan assets over time

All North Carolina Symphony Society Tda Plan plans reported in each filing year

Latest sponsor-wide plan assets
$22M 15.107448592153089% vs 2022
2024 filing year
$19M$20M$21M$22M$23M 202220232024 $19.5M $22.4M ▲ +15.1%
Year Plans Participants Total Assets
2022 2 154 $19M
2023 2 174 $22M
2024 2 160 $22M

North Carolina Symphony Society Tda Plan filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN560556755
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in North Carolina

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

North Carolina Symphony Society Tda Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants North Carolina Symphony Society Tda Plan, Total assets ($B): 0.008683991 · Participants: 84North Carolina Symphony Society Tda PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 7.562740816 · Participants: 43924The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc. Retirement Savings Plan
North Carolina Symphony Society Tda Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare North Carolina Symphony Society Tda Plan side-by-side with 3 peers →

North Carolina Symphony Society Tda Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is League School of Greater Boston, Inc. 403(b) Plan in MA ($9M); by covered participants it is St. Joseph's Collegiate Institute Defined Contribution Retirement Plan in NY (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 North Carolina Symphony Society Tda Plan assets move in 2022? ▼
North Carolina Symphony Society Tda Plan pulled back noticeably - down 12.9% during 2022, from $10M to $9M. Reported net income was -$1M.
How have North Carolina Symphony Society Tda Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Carolina Symphony Society Tda Plan's sponsor-wide assets grew 15.1%, from $19M to $22M.
Which Other plans are similar in size to North Carolina Symphony Society Tda Plan? ▼
Among Other plans in other states, the closest by assets is League School of Greater Boston, Inc. 403(b) Plan in MA ($9M, 171 participants).
Which Other plans cover a similar participant headcount to North Carolina Symphony Society Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is St. Joseph's Collegiate Institute Defined Contribution Retirement Plan in NY (84 participants, $18M 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 560556755.

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.