Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Chicago Symphony Orchestra Pension Plan Pension Plan

Data updated 2026-08-11

$55M
Total assets
95
Participants
89th
Percentile by assets
$583,626
Avg per participant
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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.

  • 89th percentile by assets (of 139,126 plans)
  • #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.

$55M
total plan assets (2022 EOY)
95
covered participants
89th
percentile by assets (of 139,126 plans)
$583,626
avg assets per participant

Where Chicago Symphony Orchestra Pension Plan sits 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 $2,010,000,000 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

Chicago Symphony Orchestra Pension Plan vs the 2022 asset distribution

By assets, Chicago Symphony Orchestra Pension Plan outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

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)

$50M$55M$60M$65M 202220232024 $55.4M $63.4M ▲ +14.3%
Total plan assets by year, all Board of Trustees of Chicago Symphony Orchestra Pension Plan plans on file
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 ($B) Participants Chicago Symphony Orc…, Total assets ($B): 0.055444426 · Participants: 95Chicago Symphony Orc…Central States, Sout…, Total assets ($B): 42.629770802 · Participants: 50096Central States, Sout…State Farm Insurance…, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance…United Food & Commer…, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commer…John Deere Pension P…, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension P…Abbott Laboratories …, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories …
Chicago Symphony Orchestra Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Chicago Symphony Orchestra Pension Plan by total assets, not by location.

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).

Next read for Chicago Symphony Orchestra Pension Plan

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