401(k) · DOL Form 5500 · 2022

Dallas Symphony Association, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
65
Participants Small participant base
81st
Percentile by assets National rank
$399,088
Avg per participant High balance/head
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Official DOL plan name: Dso Musicians 403(b) · Sponsored by Dallas Symphony Association, Inc. · Texas · Other Services

$26M in assets, 65 participants

Dallas Symphony Association, Inc.'s Dso Musicians 403(b) reported $26M in total assets and 65 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,578 in Other Services (8,398 peers)

Where Dso Musicians 403(b) sits by assets

Dso Musicians 403(b) sits in the top quartile of all filed plans by assets, $26M for 65 participants (~$399,088/participant).

#7,578
in Other Services (8,398 peers)
$2M
reported net income
0.3×
vs typical plan assets (national mean)

Dso Musicians 403(b)'s outsized position by total assets

Dso Musicians 403(b) vs every filed plan by assets

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

$25,940,732 Top 19% higher than 81% 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

Dso Musicians 403(b) among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dso Musicians 403(b) is a small filing (65 participants) on this national headcount ladder.

DOL schedule card

Filing strip 750705442 · Dallas Symphony Association, Inc. PY 2022 · 401(k)

Dso Musicians 403(b) · $26M · 65 · 81st

  • EBSA $26M
  • PART 65
  • TYPE 81st
  • NET 401(k)
  • BOOK near Oppo 401(k) Plan & Trust
  • VS-ST ind #7578

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 Other Services retirement plans → · Plans in Texas →

Dso Musicians 403(b) in the asset neighbourhood

Dso Musicians 403(b)$26MOppo 401(k) Plan & Trust$26MInterra Credit Union 401(k) Plan and TrustInterra Credit Union 401(k) …$26MBankguam Holding Company 401(k) Retirement Savings PlanBankguam Holding Company 401…$26MMissouri Farm Bureau Insurance Brokerage Agents' Retirement Plan and TrustMissouri Farm Bureau Insuran…$26M
End-of-year total assets ($M) among Dso Musicians 403(b) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN750705442
Plan Effective Date2022-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dallas Symphony Association, Inc.)

Sponsor-wide plan assets over time

All Dallas Symphony Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 33.42878338507825% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.5M $38.1M ▲ +33.4%
Year Plans Participants Total Assets
2022 2 190 $29M
2023 2 225 $33M
2024 2 216 $38M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Dso Musicians 403(b) vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Dso Musicians 403(b), Total assets ($B): 0.025940732 · Participants: 65Dso Musicians 403(b)AT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Dso Musicians 403(b) vs. nearby 401(k) plans in Texas, assets vs. participants

Dso Musicians 403(b)'s out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Oppo 401(k) Plan & Trust in CA ($26M); by covered participants it is Lwbj, LLP 401(k) Plan in IA (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 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 have Dallas Symphony Association, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Dallas Symphony Association, Inc.'s sponsor-wide assets grew 33.4%, from $29M to $38M.
Where does Dso Musicians 403(b) rank by assets among Form 5500 filers?
Dso Musicians 403(b) ranks in the 81st 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 401(k) plans are similar in size to Dso Musicians 403(b)?
Among 401(k) plans in other states, the closest by assets is Oppo 401(k) Plan & Trust in CA ($26M, 350 participants).
Which 401(k) plans cover a similar participant headcount to Dso Musicians 403(b)?
Among 401(k) plans in other states, the closest by covered participants is Lwbj, LLP 401(k) Plan in IA (65 participants, N/A in assets).