Defined Benefit (Pension) · DOL Form 5500 · 2022

The Philharmonic-Symphony Society of New York, Inc. Pension Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
86
Participants Small participant base
89th
Percentile by assets National rank
$657,007
Avg per participant High balance/head
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Official DOL plan name: The New York Philharmonic Orchestra Pension Plan · Sponsored by The Philharmonic-Symphony Society of New York, Inc. · New York · Arts, Entertainment & Recreation

$57M in assets, 86 participants

The Philharmonic-Symphony Society of New York, Inc.'s The New York Philharmonic Orchestra Pension Plan reported $57M in total assets and 86 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,895 in Arts, Entertainment & Recreation (3,077 peers)

Where The New York Philharmonic Orchestra Pension Plan sits by assets

The New York Philharmonic Orchestra Pension Plan sits in the top quartile of all filed plans by assets, $57M for 86 participants (~$657,007/participant), up 5.1% in 2022.

#2,895
in Arts, Entertainment & Recreation (3,077 peers)
+5.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The New York Philharmonic Orchestra Pension Plan's outsized position by total assets

The New York Philharmonic Orchestra Pension Plan vs every filed plan by assets

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

$56,502,609 Top 11% higher than 89% 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

The New York Philharmonic Orchestra Pension 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. The New York Philharmonic Orchestra Pension Plan is a small filing (86 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 131664054 · The Philharmonic-Symphony Society of New York, Inc. PY 2022 · Defined Benefit (Pension)

The New York Philharmonic Orchestra Pension Plan · $57M · 86 · 89th

  • PCT $57M
  • PCT 86
  • PCT 89th
  • PCT Defined Benefit (Pension)
  • PCT near Flint Area Sheet Metal Workers Local 7-4 Pension Fund
  • PCT ind #2895

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 New York →

The New York Philharmonic Orchestra Pension Plan in the asset neighbourhood

Marietta Memorial Hospital Retirement PlanMarietta Memorial Hospital R…$57MFlint Area Sheet Metal Workers Local 7-4 Pension FundFlint Area Sheet Metal Worke…$57MThe New York Philharmonic Orchestra Pension PlanThe New York Philharmonic Or…$57MSignature Healthcare Retirement Plan CSignature Healthcare Retirem…$56MDoosan Pension Plan Number OneDoosan Pension Plan Number O…$56M
End-of-year total assets ($M) among The New York Philharmonic Orchestra Pension 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)$54M
Net Assets (End of Year)$56M
Net Income$2M
Employer EIN131664054
Plan Effective Date1967-09-21
Filing StatusFILING RECEIVED

Sponsor Plan History (The Philharmonic-Symphony Society of New York, Inc.)

Sponsor-wide plan assets over time

All The Philharmonic-Symphony Society of New York, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$159M 23.52844067639031% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $129M $159M ▲ +23.5%
Year Plans Participants Total Assets
2022 3 272 $129M
2023 3 305 $149M
2024 3 312 $159M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The New York Philharmonic Orchestra Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants The New York Philharmonic Orchestra Pension Plan, Total assets ($B): 0.056502609 · Participants: 86The New York Philharmonic Orchestra Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
The New York Philharmonic Orchestra Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

The New York Philharmonic Orchestra Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Flint Area Sheet Metal Workers Local 7-4 Pension Fund in MI ($57M); by covered participants it is Angus Chemical Company Defined Benefit Plan in IL (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 The New York Philharmonic Orchestra Pension Plan assets move in 2022? ▼
The New York Philharmonic Orchestra Pension Plan grew at a solid clip - up 5.1% during 2022, from $54M to $57M. Reported net income was $2M.
How have The Philharmonic-Symphony Society of New York, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Philharmonic-Symphony Society of New York, Inc.'s sponsor-wide assets grew 23.5%, from $129M to $159M.
Where does The New York Philharmonic Orchestra Pension Plan rank by assets among Form 5500 filers? ▼
The New York Philharmonic Orchestra Pension Plan ranks in the 89th 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 Defined Benefit (Pension) plans are similar in size to The New York Philharmonic Orchestra Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Flint Area Sheet Metal Workers Local 7-4 Pension Fund in MI ($57M, 193 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The New York Philharmonic Orchestra Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Angus Chemical Company Defined Benefit Plan in IL (86 participants, $9M in assets).