Other · DOL Form 5500 · 2023
Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 165
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $50,420
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra · Sponsored by Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra · Florida · Other Services
$8M in assets, 165 participants
Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra's 403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra reported $8M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #5,781 in Other Services (7,857 peers)
Coverage in Florida
403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra covers 165 participants in Florida, about 26% of the average Florida filer (state average ~628 per filing). Assets: $8M.
- #5,781
- in Other Services (7,857 peers)
- +22.3%
- assets growth YoY
403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra's mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,319,334 Top 45% higher than 55% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra sits mid-pack in the medium band (165 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra reported net income rose from -$969K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra reported participants rose from 123 in the plan year 2022 filing to 165 in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 592603081 · Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra PY 2023 · Other
403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra · $8M · 165 · 55th
- ASSETS $8M
- PCT 165
- EIN 55th
- RANK Other
- PHOTO near Cibola General Hospital 403(b) Plan
- IND ind #5781
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 Florida →
403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 592603081 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra)
Sponsor-wide plan assets over time
All Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 51.3537060104741% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $7M |
| 2023 | 1 | 165 | $8M |
| 2024 | 1 | 201 | $10M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.3B · 25,214
- University of Miami Retirement Savings Plan $1.7B · 12,683
- Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Cibola General Hospital 403(b) Plan in NM ($8M); by covered participants it is The Derryfield School Defined Contribution Retirement Plan in NH (165 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (165 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.