Defined Benefit (Pension) · DOL Form 5500 · 2022

San Diego Symphony Orchestra Association Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
84
Participants Small participant base
68th
Percentile by assets National rank
$141,972
Avg per participant Near avg balance/head
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Official DOL plan name: San Diego Symphony Orchestra Musicians' Pension Plan · Sponsored by San Diego Symphony Orchestra Association · California · Arts, Entertainment & Recreation

$12M in assets, 84 participants

San Diego Symphony Orchestra Association's San Diego Symphony Orchestra Musicians' Pension Plan reported $12M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #2,464 in Arts, Entertainment & Recreation (3,077 peers)

San Diego Symphony Orchestra Association multi-year trail

San Diego Symphony Orchestra Association's plans moved +15.6% in assets from 2022 to 2024; this filing shows San Diego Symphony Orchestra Musicians' Pension Plan at $12M / 84 participants.

#2,464
in Arts, Entertainment & Recreation (3,077 peers)
+3.1%
assets growth YoY

San Diego Symphony Orchestra Musicians' Pension Plan's outsized position by total assets

San Diego Symphony Orchestra Musicians' Pension Plan vs every filed plan by assets

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

$11,925,626 Top 32% higher than 68% 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

San Diego Symphony Orchestra Musicians' 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. San Diego Symphony Orchestra Musicians' Pension Plan is a small filing (84 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 953661574 · San Diego Symphony Orchestra Association PY 2022 · Defined Benefit (Pension)

San Diego Symphony Orchestra Musicians' Pension Plan · $12M · 84 · 68th

  • VS-ST $12M
  • BOY 84
  • SCH 68th
  • EBSA Defined Benefit (Pension)
  • PART near Retirement Plan for Employees of Badger Mutual Insurance Company
  • TYPE ind #2464

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 California →

San Diego Symphony Orchestra Musicians' Pension Plan in the asset neighbourhood

San Diego Symphony Orchestra Musicians' Pension PlanSan Diego Symphony Orchestra…$12MRetirement Plan for Employees of Badger Mutual Insurance CompanyRetirement Plan for Employee…$12MPension Plan for Hourly Employees of Clarion Sintered Metals, Inc.Pension Plan for Hourly Empl…$12MBedford, Freeman and Worth Publishing Group, L.L.C Pension PlanBedford, Freeman and Worth P…$12MCapitol Machinery Company Defined Benefit Pension PlanCapitol Machinery Company De…$12M
End-of-year total assets ($M) among San Diego Symphony Orchestra Musicians' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

San Diego Symphony Orchestra Association multi-year asset trail

Sponsor-wide plan assets over time

All San Diego Symphony Orchestra Association plans reported in each filing year

Latest sponsor-wide plan assets
$14M 15.630760179801042% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.9M $13.8M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 84 $12M
2023 1 96 $13M
2024 1 106 $14M

San Diego Symphony Orchestra Association filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$353K
Employer EIN953661574
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

San Diego Symphony Orchestra Musicians' Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants San Diego Symphony Orchestra Musicians' Pension Plan, Total assets ($B): 0.011925626 · Participants: 84San Diego Symphony Orchestra Musicians' Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
San Diego Symphony Orchestra Musicians' Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare San Diego Symphony Orchestra Musicians' Pension Plan side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Badger Mutual Insurance Company in WI ($12M); by covered participants it is Restated Texas Pacific Land Corporation Revised Employees' Pension Plan in TX (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 San Diego Symphony Orchestra Musicians' Pension Plan assets move in 2022? ▼
San Diego Symphony Orchestra Musicians' Pension Plan edged up modestly - up 3.1% during 2022, from $12M to $12M. Reported net income was $353K.
How have San Diego Symphony Orchestra Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Diego Symphony Orchestra Association's sponsor-wide assets grew 15.6%, from $12M to $14M.
Which Defined Benefit (Pension) plans are similar in size to San Diego Symphony Orchestra Musicians' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Badger Mutual Insurance Company in WI ($12M, 38 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to San Diego Symphony Orchestra Musicians' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Restated Texas Pacific Land Corporation Revised Employees' Pension Plan in TX (84 participants, $12M 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 953661574.

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.