Defined Benefit (Pension) · DOL Form 5500 · 2022
San Francisco Symphony Corporation Pension Plan
Data updated 2026-08-11
- $93M
- Total assets
- 92
- Participants
- 92nd
- Percentile by assets
- $1.0M
- Avg per participant
Official DOL plan name: San Francisco Symphony Retirement Plan · Sponsored by San Francisco Symphony Corporation · California · Arts, Entertainment & Recreation
$93M in assets, 92 participants
San Francisco Symphony Corporation's San Francisco Symphony Retirement Plan reported $93M in total assets and 92 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #2,968 in Arts, Entertainment & Recreation (3,077 peers)
Where San Francisco Symphony Retirement Plan sits by assets
San Francisco Symphony Retirement Plan sits in the top 10% of all filed plans by assets, $93M for 92 participants (~$1.0M/participant), down 1.5% in 2022.
- $93M
- total plan assets (2022 EOY)
- 92
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $1.0M
- avg assets per participant
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.
San Francisco Symphony Retirement Plan vs the 2022 asset distribution
By assets, San Francisco Symphony Retirement Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $94M |
|---|---|
| Net Assets (End of Year) | $93M |
| Net Income | -$2M |
| Employer EIN | 941156284 |
| Plan Effective Date | 1956-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Francisco Symphony Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 703 | $179M |
| 2023 | 3 | 703 | $200M |
| 2024 | 3 | 695 | $218M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
San Francisco Symphony Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to San Francisco Symphony Retirement Plan by total assets, not by location.
- West Fraser, Inc. Pension Plan (TN) $93M · 1,021
- Virginia Mason Medical Center Defined Benefit Retirement Plan (WA) $93M · 22
- IBEW Local 712 Pension Trust Fund (PA) $93M · 548
- Alaska Ironworkers Pension Plan (AK) $93M · 103
Frequently Asked Questions
How did San Francisco Symphony Retirement Plan assets move in 2022? ▼
How have San Francisco Symphony Corporation plan assets changed over time? ▼
Where does San Francisco Symphony Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to San Francisco Symphony Retirement Plan? ▼
Next read for San Francisco Symphony Retirement Plan
Scale reading
Ways to act on San Francisco Symphony Retirement Plan's numbers.
- By total assets, San Francisco Symphony Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- San Francisco Symphony Corporation's sponsor-wide assets have grown 22.1% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans