Defined Benefit (Pension) · DOL Form 5500 · 2023
Symphony Management, LLC Pension Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $342,065
- Avg per participant High balance/head
Official DOL plan name: Symphony Management Cash Balance Plan · Sponsored by Symphony Management, LLC · Florida · Real Estate
$3M in assets, 9 participants
Symphony Management, LLC's Symphony Management Cash Balance Plan reported $3M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #2,646 in Real Estate (4,727 peers)
Real Estate sector rank
Within Real Estate, Symphony Management Cash Balance Plan ranks #2,646 of 4,727 2023 filers by assets (843% of the sector average)-$3M for 9 participants.
- #2,646
- in Real Estate (4,727 peers)
- +40.8%
- assets growth YoY
Symphony Management Cash Balance Plan's mid-pack asset rank among Real Estate and all filers
Symphony Management Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,078,586 36th percentile higher than 36% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Symphony Management Cash Balance Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Symphony Management Cash Balance Plan is a micro filing (9 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 263627285 · Symphony Management, LLC PY 2023 · Defined Benefit (Pension)
Symphony Management Cash Balance Plan · $3M · 9 · 36th
- IND $3M
- EOY 9
- 5500 36th
- ASSETS Defined Benefit (Pension)
- PCT near Teamsters Local 418 Pension Plan
- EIN ind #2646
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 Real Estate retirement plans → · Plans in Florida →
Symphony Management Cash Balance Plan in the asset neighbourhood
Real Estate filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $892K |
| Employer EIN | 263627285 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Symphony Management, LLC)
Sponsor-wide plan assets over time
All Symphony Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 32.21579647279628% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 9 | $3M |
| 2024 | 1 | 7 | $4M |
Nearby Defined Benefit (Pension) Plans in Florida
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- L3harris Technologies Consolidated Pension Plan $7.7B · 4,676
- Nextera Energy, Inc. Employee Pension Plan $5.1B · 13,121
- Csx Pension Plan $2.4B · 2,446
- Retirement Accumulation Plan for Partners of Pwc $2.2B · 3,967
- Retirement Benefit Accumulation Plan for Employees of Pwc $1.9B · 5,514
Symphony Management Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Florida, the nearest Defined Benefit (Pension) by assets is Teamsters Local 418 Pension Plan in NJ ($3M); by covered participants it is Buss 46 Inc Defined Benefit Pension Plan in CA (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.