Other · DOL Form 5500 · 2022

Chicago Symphony Orchestra Retirement Plan

Data updated 2026-08-11

$27M
Total assets
127
Participants
81st
Percentile by assets
$211,820
Avg per participant
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Official DOL plan name: Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees · Sponsored by Chicago Symphony Orchestra · Illinois · Arts, Entertainment & Recreation

$27M in assets, 127 participants

Chicago Symphony Orchestra's Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees reported $27M in total assets and 127 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 139,126 plans)
  • #2,714 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Illinois

Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees covers 127 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $27M.

$27M
total plan assets (2022 EOY)
127
covered participants
81st
percentile by assets (of 139,126 plans)
$211,820
avg assets per participant

Where Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees sits by total assets

Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees vs every filed plan by assets

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

$26,901,093 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Illinois
Industry
Arts, Entertainment & Recreation

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees reports 127 participants - about 16% of that state average ($27M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN362167823
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chicago Symphony Orchestra)

$35M$40M$45M$50M$55M 202220232024 $40.1M $49.6M ▲ +23.6%
Total plan assets by year, all Chicago Symphony Orchestra plans on file
Year Plans Participants Total Assets
2022 2 156 $40M
2023 2 155 $45M
2024 2 160 $50M

Nearby Other Plans in Illinois

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

Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Chicago Symphony Orc…, Total assets ($B): 0.026901093 · Participants: 127Chicago Symphony Orc…Washington Universit…, Total assets ($B): 5.876925706 · Participants: 15925Washington Universit…Northwestern Univers…, Total assets ($B): 3.513964211 · Participants: 9465Northwestern Univers…The University of Ch…, Total assets ($B): 3.053434537 · Participants: 4552The University of Ch…Northshore Universit…, Total assets ($B): 1.75976664 · Participants: 13159Northshore Universit…The University of Ch…, Total assets ($B): 1.486612106 · Participants: 7855The University of Ch…
Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees vs. nearby Other plans in Illinois, assets vs. participants
Compare Chicago Symphony Orchestra Association 4… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees by total assets, not by location.

Frequently Asked Questions

How did Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees assets move in 2022? ▼
Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees grew at a solid clip - up 10.8% during 2022, from $24M to $27M. Reported net income was $3M.
How have Chicago Symphony Orchestra plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chicago Symphony Orchestra's sponsor-wide assets grew 23.6%, from $40M to $50M.
Where does Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees rank by assets among Form 5500 filers? ▼
Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees ranks in the 81st 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 Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees? ▼
Among Other plans in other states, the closest by assets is The David and Lucile Packard Foundation Employee Contribution Retirement Plan in CA ($27M, 102 participants).

Next read for Chicago Symphony Orchestra Association 4…

Filing takeaways

Ways to act on Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees's numbers.

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 362167823.

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.