Other · DOL Form 5500 · 2022

Cincinnati Symphony Orchestra Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
408
Participants Below avg headcount
48th
Percentile by assets National rank
$10,952
Avg per participant Low balance/head
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Official DOL plan name: Cincinnati Symphony Orchestra Employee 403(b) Plan · Sponsored by Cincinnati Symphony Orchestra · Ohio · Arts, Entertainment & Recreation

$4M in assets, 408 participants

Cincinnati Symphony Orchestra's Cincinnati Symphony Orchestra Employee 403(b) Plan reported $4M in total assets and 408 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,020 in Arts, Entertainment & Recreation (3,077 peers)

Cincinnati Symphony Orchestra multi-year trail

Cincinnati Symphony Orchestra's plans moved +408.8% in assets from 2022 to 2024; this filing shows Cincinnati Symphony Orchestra Employee 403(b) Plan at $4M / 408 participants.

#2,020
in Arts, Entertainment & Recreation (3,077 peers)
-52.1%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cincinnati Symphony Orchestra Employee 403(b) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

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

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

$4,468,511 48th percentile higher than 48% 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

Cincinnati Symphony Orchestra Employee 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. Cincinnati Symphony Orchestra Employee 403(b) Plan sits mid-pack in the medium band (408 participants).

Plan-year Form 5500 strip

Filing strip 310537080 · Cincinnati Symphony Orchestra PY 2022 · Other

Cincinnati Symphony Orchestra Employee 403(b) Plan · $4M · 408 · 48th

  • BOOK $4M
  • VS-ST 408
  • BOY 48th
  • SCH Other
  • EBSA near Northland Lutheran Retirement Community 403(b) Plan
  • PART ind #2020

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 Ohio →

Cincinnati Symphony Orchestra Employee 403(b) Plan in the asset neighbourhood

Cincinnati Symphony Orchestra Employee 403(b) PlanCincinnati Symphony Orchestr…$4MNorthland Lutheran Retirement Community 403(b) PlanNorthland Lutheran Retiremen…$4MUtah Food Bank 403(b) Plan$4MGoodwill Specialty Services, Inc. Government Contractors Savings PlanGoodwill Specialty Services,…$4MEarly Learning Coalition of Broward County, Inc. Retirement PlanEarly Learning Coalition of …$4M
End-of-year total assets ($M) among Cincinnati Symphony Orchestra Employee 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Cincinnati Symphony Orchestra multi-year asset trail

Sponsor-wide plan assets over time

All Cincinnati Symphony Orchestra plans reported in each filing year

Latest sponsor-wide plan assets
$23M 408.7748693021009% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $4.47M $22.7M ▲ +408.5%
Year Plans Participants Total Assets
2022 1 408 $4M
2023 3 689 $26M
2024 1 1,071 $23M

Cincinnati Symphony Orchestra filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$4M
Net Income-$5M
Employer EIN310537080
Plan Effective Date2011-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Ohio

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

Cincinnati Symphony Orchestra Employee 403(b) Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Cincinnati Symphony Orchestra Employee 403(b) Plan, Total assets ($B): 0.004468511 · Participants: 408Cincinnati Symphony Orchestra Employee 403(b) PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
Cincinnati Symphony Orchestra Employee 403(b) Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Cincinnati Symphony Orchestra Employee 403(b) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest Other by assets is Northland Lutheran Retirement Community 403(b) Plan in WI ($4M); by covered participants it is Westminster Christian Academy Retirement Plan in MO (408 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (408 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 Cincinnati Symphony Orchestra Employee 403(b) Plan assets move in 2022? ▼
Cincinnati Symphony Orchestra Employee 403(b) Plan contracted severely - down 52.1% during 2022, from $9M to $4M. Reported net income was -$5M.
How have Cincinnati Symphony Orchestra plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cincinnati Symphony Orchestra's sponsor-wide assets grew 408.8%, from $4M to $23M.
Which Other plans are similar in size to Cincinnati Symphony Orchestra Employee 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Northland Lutheran Retirement Community 403(b) Plan in WI ($4M, 186 participants).
Which Other plans cover a similar participant headcount to Cincinnati Symphony Orchestra Employee 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Westminster Christian Academy Retirement Plan in MO (408 participants, $17M 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 310537080.

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.