Other · DOL Form 5500 · 2022
Colorado Symphony Association Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 115
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $74,325
- Avg per participant Below avg balance/head
Official DOL plan name: Colorado Symphony Association 403(b) Plan · Sponsored by Colorado Symphony Association · Colorado · Other Services
$9M in assets, 115 participants
Colorado Symphony Association's Colorado Symphony Association 403(b) Plan reported $9M in total assets and 115 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.
- #6,518 in Other Services (8,398 peers)
Coverage in Colorado
Colorado Symphony Association 403(b) Plan covers 115 participants in Colorado, about 31% of the average Colorado filer (state average ~376 per filing). Assets: $9M.
- #6,518
- in Other Services (8,398 peers)
- -3.7%
- assets change YoY
The plan reported a net loss of $326K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Colorado Symphony Association 403(b) Plan's mid-pack asset rank among Other Services and all filers
Colorado Symphony Association 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,547,318 Top 38% higher than 62% 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
Colorado Symphony Association 403(b) 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. Colorado Symphony Association 403(b) Plan sits mid-pack in the medium band (115 participants).
DOL schedule card
Filing strip 840511458 · Colorado Symphony Association PY 2022 · Other
Colorado Symphony Association 403(b) Plan · $9M · 115 · 62nd
- VS-ST $9M
- VS-ST 115
- VS-ST 62nd
- VS-ST Other
- VS-ST near Institute for Health Recovery 403(b) DC Plan
- VS-ST ind #6518
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 Other Services retirement plans → · Plans in Colorado →
Colorado Symphony Association 403(b) Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$326K |
| Employer EIN | 840511458 |
| Plan Effective Date | 2008-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Colorado Symphony Association)
Sponsor-wide plan assets over time
All Colorado Symphony Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 42.429813129045165% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 195 | $20M |
| 2023 | 1 | 78 | $13M |
| 2024 | 1 | 82 | $12M |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.0B · 1,300
- Children's Hospital Colorado 403(b) Plan $748M · 7,995
- University of Denver Retirement Plan $744M · 2,470
- Nrel 403(b) Employee Savings Plan $422M · 2,577
- Colorado College Retirement Benefit Plan $319M · 785
Colorado Symphony Association 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Institute for Health Recovery 403(b) DC Plan in MA ($9M); by covered participants it is Old Salem, Inc. Retirement Plan in NC (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (115 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.