Other · DOL Form 5500 · 2022
Chicago Symphony Orchestra Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 127
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $211,820
- Avg per participant Above avg balance/head
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.
- #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.
- #2,714
- in Arts, Entertainment & Recreation (3,077 peers)
- +10.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees 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. Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees sits mid-pack in the medium band (127 participants).
Form 5500 schedule snapshot
Filing strip 362167823 · Chicago Symphony Orchestra PY 2022 · Other
Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees · $27M · 127 · 81st
- BOOK $27M
- BOOK 127
- BOOK 81st
- BOOK Other
- BOOK near The David and Lucile Packard Foundation Employee Contribution Retirement Plan
- BOOK ind #2714
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 Illinois →
Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $3M |
| Employer EIN | 362167823 |
| Plan Effective Date | 2006-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chicago Symphony Orchestra)
Sponsor-wide plan assets over time
All Chicago Symphony Orchestra plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 23.59406432207513% vs 2022
- 2024 filing year
| 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.
- Washington University Retirement Savings Plan $5.9B · 15,925
- Northwestern University Retirement Plan $3.5B · 9,465
- The University of Chicago Contributory Retirement Plan $3.1B · 4,552
- Northshore University Healthsystem Tax Deferred Annuity Plan $1.8B · 13,159
- The University of Chicago Supplemental Retirement Plan $1.5B · 7,855
Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is The David and Lucile Packard Foundation Employee Contribution Retirement Plan in CA ($27M); 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 ($27M 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.