Defined Benefit (Pension) · DOL Form 5500 · 2022

Indiana Symphony Society, Inc. Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
40
Participants Small participant base
82nd
Percentile by assets National rank
$710,910
Avg per participant High balance/head
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Official DOL plan name: Indianapolis Symphony Orchestra Pension Plan · Sponsored by Indiana Symphony Society, Inc. · Indiana · Arts, Entertainment & Recreation

$28M in assets, 40 participants

Indiana Symphony Society, Inc.'s Indianapolis Symphony Orchestra Pension Plan reported $28M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,739 in Arts, Entertainment & Recreation (3,077 peers)

Where Indianapolis Symphony Orchestra Pension Plan sits by assets

Indianapolis Symphony Orchestra Pension Plan sits in the top quartile of all filed plans by assets, $28M for 40 participants (~$710,910/participant), down 6.1% in 2022.

#2,739
in Arts, Entertainment & Recreation (3,077 peers)
-6.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Indianapolis Symphony Orchestra Pension Plan vs every filed plan by assets

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

$28,436,400 Top 18% higher than 82% 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 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. Indianapolis Symphony Orchestra Pension Plan is a small filing (40 participants) on this national headcount ladder.

DOL schedule card

Filing strip 350998627 · Indiana Symphony Society, Inc. PY 2022 · Defined Benefit (Pension)

Indianapolis Symphony Orchestra Pension Plan · $28M · 40 · 82nd

  • PCT $28M
  • EIN 40
  • RANK 82nd
  • PHOTO Defined Benefit (Pension)
  • IND near Milan Army Ammunition Plant Pension Plan
  • EOY ind #2739

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 Pension Plan in the asset neighbourhood

Young & Rubicam LLC Career Cash Balance Continuation PlanYoung & Rubicam LLC Career C…$28MThe Hartz Group, Inc. Pension PlanThe Hartz Group, Inc. Pensio…$28MIndianapolis Symphony Orchestra Pension PlanIndianapolis Symphony Orches…$28MMilan Army Ammunition Plant Pension PlanMilan Army Ammunition Plant …$28MRetirement Plan for the Employees of Pyco Industries, Inc.Retirement Plan for the Empl…$28M
End-of-year total assets ($M) among Indianapolis 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)$30M
Net Assets (End of Year)$28M
Net Income-$2M
Employer EIN350998627
Plan Effective Date1967-10-01
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 Defined Benefit (Pension) Plans in Indiana

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

Indianapolis Symphony Orchestra Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Indianapolis Symphony Orchestra Pension Plan, Total assets ($B): 0.0284364 · Participants: 40Indianapolis Symphony Orchestra Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.231261789 · Participants: 16878The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.227971207 · Participants: 24119Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.488495807 · Participants: 9896Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.222287988 · Participants: 8650Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.05154978 · Participants: 2283Nisource Pension Plan
Indianapolis Symphony Orchestra Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Indianapolis Symphony Orchestra Pension Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Milan Army Ammunition Plant Pension Plan in PA ($28M); by covered participants it is Employees' Retirement Plan of Sterling Insurance Company in NY (40 participants). Same-state nearby plans are listed separately above.

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 Pension Plan assets move in 2022? ▼
Indianapolis Symphony Orchestra Pension Plan pulled back noticeably - down 6.1% during 2022, from $30M to $28M. Reported net income was -$2M.
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.
Where does Indianapolis Symphony Orchestra Pension Plan rank by assets among Form 5500 filers? ▼
Indianapolis Symphony Orchestra Pension Plan ranks in the 82nd 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 Indianapolis Symphony Orchestra Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Milan Army Ammunition Plant Pension Plan in PA ($28M, 21 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Indianapolis Symphony Orchestra Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of Sterling Insurance Company in NY (40 participants, $18M 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 350998627.

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.