Other · DOL Form 5500 · 2022

Indiana Symphony Society, Inc. Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
147
Participants Small participant base
67th
Percentile by assets National rank
$75,492
Avg per participant Below avg balance/head
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Official DOL plan name: Indianapolis Symphony Orchestra 403(b) Plan · Sponsored by Indiana Symphony Society, Inc. · Indiana · Arts, Entertainment & Recreation

$11M in assets, 147 participants

Indiana Symphony Society, Inc.'s Indianapolis Symphony Orchestra 403(b) Plan reported $11M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #2,427 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Indiana

Indianapolis Symphony Orchestra 403(b) Plan covers 147 participants in Indiana, about 27% of the average Indiana filer (state average ~541 per filing). Assets: $11M.

#2,427
in Arts, Entertainment & Recreation (3,077 peers)
+4.4%
assets growth YoY

Indianapolis Symphony Orchestra 403(b) Plan's outsized position by total assets

Indianapolis Symphony Orchestra 403(b) Plan vs every filed plan by assets

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

$11,097,319 Top 33% higher than 67% 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

Indianapolis Symphony Orchestra 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. Indianapolis Symphony Orchestra 403(b) Plan sits mid-pack in the medium band (147 participants).

Published 5500 schedule card

Filing strip 350998627 · Indiana Symphony Society, Inc. PY 2022 · Other

Indianapolis Symphony Orchestra 403(b) Plan · $11M · 147 · 67th

  • EOY $11M
  • 5500 147
  • ASSETS 67th
  • PCT Other
  • EIN near The Pennsylvania Horticultural Society Defined Contribution Plan
  • RANK ind #2427

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 Indiana →

Indianapolis Symphony Orchestra 403(b) Plan in the asset neighbourhood

Center for Urban Community Services Inc. 403(b) Tda PlanCenter for Urban Community S…$11MIndianapolis Symphony Orchestra 403(b) PlanIndianapolis Symphony Orches…$11MThe Pennsylvania Horticultural Society Defined Contribution PlanThe Pennsylvania Horticultur…$11MWestminster School 403(b) DC PlanWestminster School 403(b) DC…$11MBrentwood Academy Defined Contribution PlanBrentwood Academy Defined Co…$11M
End-of-year total assets ($M) among Indianapolis Symphony Orchestra 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$470K
Employer EIN350998627
Plan Effective Date1979-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Indiana Symphony Society, Inc.)

Sponsor-wide plan assets over time

All Indiana Symphony Society, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 11.004330252865914% vs 2022
2024 filing year
$38M$40M$42M$44M$46M 202220232024 $39.5M $43.9M ▲ +11.0%
Year Plans Participants Total Assets
2022 2 187 $40M
2023 2 185 $43M
2024 2 188 $44M

Nearby Other Plans in Indiana

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

Indianapolis Symphony Orchestra 403(b) Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Indianapolis Symphony Orchestra 403(b) Plan, Total assets ($M): 11.097319 · Participants: 147Indianapolis Symphony Orchestra 403(b) PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 634.111369 · Participants: 14230Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 488.852141 · Participants: 7114Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 408.673923 · Participants: 2630Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 333.513191 · Participants: 7442Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 305.561372 · Participants: 985Butler University Retirement Plan
Indianapolis Symphony Orchestra 403(b) Plan vs. nearby Other plans in Indiana, assets vs. participants

Indianapolis Symphony Orchestra 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is The Pennsylvania Horticultural Society Defined Contribution Plan in PA ($11M); by covered participants it is North Carolina Wesleyan University Retirement Plan in NC (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Indianapolis Symphony Orchestra 403(b) Plan assets move in 2022?
Indianapolis Symphony Orchestra 403(b) Plan edged up modestly - up 4.4% during 2022, from $11M to $11M. Reported net income was $470K.
How have Indiana Symphony Society, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Indiana Symphony Society, Inc.'s sponsor-wide assets grew 11.0%, from $40M to $44M.
Which Other plans are similar in size to Indianapolis Symphony Orchestra 403(b) Plan?
Among Other plans in other states, the closest by assets is The Pennsylvania Horticultural Society Defined Contribution Plan in PA ($11M, 126 participants).
Which Other plans cover a similar participant headcount to Indianapolis Symphony Orchestra 403(b) Plan?
Among Other plans in other states, the closest by covered participants is North Carolina Wesleyan University Retirement Plan in NC (147 participants, $23M in assets).