Defined Benefit (Pension) · DOL Form 5500 · 2022

San Francisco Symphony Corporation Pension Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
92
Participants Small participant base
92nd
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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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.

  • #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.

#2,968
in Arts, Entertainment & Recreation (3,077 peers)
-1.5%
assets change YoY
0.9×
vs typical plan assets (national mean)

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's outsized position by total assets

San Francisco Symphony Retirement Plan vs every filed plan by assets

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

$93,038,081 Top 8% higher than 92% 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 Francisco Symphony Retirement 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 Francisco Symphony Retirement Plan is a small filing (92 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 941156284 · San Francisco Symphony Corporation PY 2022 · Defined Benefit (Pension)

San Francisco Symphony Retirement Plan · $93M · 92 · 92nd

  • SCH $93M
  • EBSA 92
  • PART 92nd
  • TYPE Defined Benefit (Pension)
  • NET near West Fraser, Inc. Pension Plan
  • BOOK ind #2968

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 Francisco Symphony Retirement Plan in the asset neighbourhood

IBEW Local 712 Pension Trust FundIBEW Local 712 Pension Trust…$93MAlaska Ironworkers Pension PlanAlaska Ironworkers Pension P…$93MWest Fraser, Inc. Pension PlanWest Fraser, Inc. Pension Pl…$93MSan Francisco Symphony Retirement PlanSan Francisco Symphony Retir…$93MVirginia Mason Medical Center Defined Benefit Retirement PlanVirginia Mason Medical Cente…$93M
End-of-year total assets ($M) among San Francisco Symphony Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$93M
Net Income-$2M
Employer EIN941156284
Plan Effective Date1956-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Francisco Symphony Corporation)

Sponsor-wide plan assets over time

All San Francisco Symphony Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$218M 22.122092186122238% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $179M $218M ▲ +22.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants San Francisco Symphony Retirement Plan, Total assets ($B): 0.093038081 · Participants: 92San Francisco Symphony Retirement 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 Francisco Symphony Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare San Francisco Symphony Retirement Plan side-by-side with 3 peers →

San Francisco Symphony Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is West Fraser, Inc. Pension Plan in TN ($93M); by covered participants it is The Retirement Plan for Employees of Franklin Savings Bank in ME (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($93M here).

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Francisco Symphony Retirement Plan assets move in 2022? ▼
San Francisco Symphony Retirement Plan edged down modestly - down 1.5% during 2022, from $94M to $93M. Reported net income was -$2M.
How have San Francisco Symphony Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Francisco Symphony Corporation's sponsor-wide assets grew 22.1%, from $179M to $218M.
Where does San Francisco Symphony Retirement Plan rank by assets among Form 5500 filers? ▼
San Francisco Symphony Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to San Francisco Symphony Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is West Fraser, Inc. Pension Plan in TN ($93M, 1,021 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to San Francisco Symphony Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Retirement Plan for Employees of Franklin Savings Bank in ME (92 participants, $55M 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 941156284.

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.