Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Chicago Symphony Orchestra Pension Plan Pension Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
95
Participants Small participant base
89th
Percentile by assets National rank
$583,626
Avg per participant High balance/head
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Official DOL plan name: Chicago Symphony Orchestra Pension Plan · Sponsored by Board of Trustees of Chicago Symphony Orchestra Pension Plan · Illinois · Arts, Entertainment & Recreation

$55M in assets, 95 participants

Board of Trustees of Chicago Symphony Orchestra Pension Plan's Chicago Symphony Orchestra Pension Plan reported $55M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,887 in Arts, Entertainment & Recreation (3,077 peers)

Where Chicago Symphony Orchestra Pension Plan sits by assets

Chicago Symphony Orchestra Pension Plan sits in the top quartile of all filed plans by assets, $55M for 95 participants (~$583,626/participant), up 5.1% in 2022.

#2,887
in Arts, Entertainment & Recreation (3,077 peers)
+5.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Chicago Symphony Orchestra Pension Plan's outsized position by total assets

Chicago Symphony Orchestra Pension Plan vs every filed plan by assets

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

$55,444,426 Top 11% higher than 89% 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

Chicago Symphony Orchestra Pension 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. Chicago Symphony Orchestra Pension Plan is a small filing (95 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 362859355 · Board of Trustees of Chicago Symphony Orchestra Pension Plan PY 2022 · Defined Benefit (Pension)

Chicago Symphony Orchestra Pension Plan · $55M · 95 · 89th

  • ASSETS $55M
  • PCT 95
  • EIN 89th
  • RANK Defined Benefit (Pension)
  • PHOTO near Wec Energy Group Retirement Plan for Michigan Gas Utilities Corporation
  • IND ind #2887

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 Pension Plan in the asset neighbourhood

Retirement Income Plan for Nonbargaining Unit Employees of Young's Market Company, LLCRetirement Income Plan for N…$56MWec Energy Group Retirement Plan for Michigan Gas Utilities CorporationWec Energy Group Retirement …$55MChicago Symphony Orchestra Pension PlanChicago Symphony Orchestra P…$55MVelcro Pension Plan$55MPottstown Memorial Medical Center Retirement Income PlanPottstown Memorial Medical C…$55M
End-of-year total assets ($M) among Chicago Symphony Orchestra Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$55M
Net Income$3M
Employer EIN362859355
Plan Effective Date1973-09-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Chicago Symphony Orchestra Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees of Chicago Symphony Orchestra Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$63M 14.260499333152083% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $55.4M $63.4M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 95 $55M
2023 1 87 $60M
2024 1 83 $63M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Chicago Symphony Orchestra Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Chicago Symphony Orchestra Pension Plan, Total assets ($B): 0.055444426 · Participants: 95Chicago Symphony Orchestra Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Chicago Symphony Orchestra Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Chicago Symphony Orchestra Pension Plan side-by-side with 3 peers →

Chicago Symphony Orchestra Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Wec Energy Group Retirement Plan for Michigan Gas Utilities Corporation in WI ($55M); by covered participants it is Dietz & Watson, Inc. Union Employees' Pension Plan in PA (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Chicago Symphony Orchestra Pension Plan assets move in 2022? ▼
Chicago Symphony Orchestra Pension Plan grew at a solid clip - up 5.1% during 2022, from $53M to $55M. Reported net income was $3M.
How have Board of Trustees of Chicago Symphony Orchestra Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Chicago Symphony Orchestra Pension Plan's sponsor-wide assets grew 14.3%, from $55M to $63M.
Where does Chicago Symphony Orchestra Pension Plan rank by assets among Form 5500 filers? ▼
Chicago Symphony Orchestra Pension Plan ranks in the 89th 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 Defined Benefit (Pension) plans are similar in size to Chicago Symphony Orchestra Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Wec Energy Group Retirement Plan for Michigan Gas Utilities Corporation in WI ($55M, 74 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Chicago Symphony Orchestra Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dietz & Watson, Inc. Union Employees' Pension Plan in PA (95 participants, $3M 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 362859355.

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.