Other · DOL Form 5500 · 2023

Seattle Symphony Orchestra Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
628
Participants Below avg headcount
84th
Percentile by assets National rank
$67,148
Avg per participant Below avg balance/head
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Official DOL plan name: Seattle Symphony Savings Plan · Sponsored by Seattle Symphony Orchestra · Washington · Arts, Entertainment & Recreation

$42M in assets, 628 participants

Seattle Symphony Orchestra's Seattle Symphony Savings Plan reported $42M in total assets and 628 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,661 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Washington

Seattle Symphony Savings Plan covers 628 participants in Washington, about 43% of the average Washington filer (state average ~1,476 per filing). Assets: $42M.

#2,661
in Arts, Entertainment & Recreation (2,945 peers)
+12.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Seattle Symphony Savings Plan's outsized position by total assets

Seattle Symphony Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$42,169,065 Top 16% higher than 84% of 127,068 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 2023

Seattle Symphony Savings Plan 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. Seattle Symphony Savings Plan sits mid-pack in the medium band (628 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Seattle Symphony Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Seattle Symphony Savings Plan end-of-year assets rose from $37M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Seattle Symphony Savings Plan reported participants rose from 584 in the plan year 2022 filing to 628 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 910667412 · Seattle Symphony Orchestra PY 2023 · Other

Seattle Symphony Savings Plan · $42M · 628 · 84th

  • PART $42M
  • TYPE 628
  • NET 84th
  • BOOK Other
  • VS-ST near Democracy Prep Public Schools, 403(b) Retirement Plan
  • BOY ind #2661

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 Washington →

Seattle Symphony Savings Plan in the asset neighbourhood

Seattle Symphony Savings Plan$42MDemocracy Prep Public Schools, 403(b) Retirement PlanDemocracy Prep Public School…$42MThe Institute for the International Education of Students 403(b) Defined Contribution Retirement PlanThe Institute for the Intern…$42MHektoen Institute for Medical Research L.L.C. Defined Contribution Retirement PlanHektoen Institute for Medica…$42MVirginia Garcia Memorial Health Center Tax Sheltered Annuity PlanVirginia Garcia Memorial Hea…$42M
End-of-year total assets ($M) among Seattle Symphony Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$5M
Employer EIN910667412
Plan Effective Date2005-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Seattle Symphony Orchestra)

Sponsor-wide plan assets over time

All Seattle Symphony Orchestra plans reported in each filing year

Latest sponsor-wide plan assets
$49M 29.9841088906884% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.4M $48.7M ▲ +30.0%
Year Plans Participants Total Assets
2022 1 584 $37M
2023 1 628 $42M
2024 1 880 $49M

Nearby Other Plans in Washington

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

Seattle Symphony Savings Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Seattle Symphony Savings Plan, Total assets ($B): 0.042169065 · Participants: 628Seattle Symphony Savings PlanA Single-Employer Plan, Total assets ($B): 26.152051943 · Participants: 1103349A Single-Employer PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.337797274 · Participants: 5646Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.993747801 · Participants: 15445Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.560575431 · Participants: 7520Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.547732449 · Participants: 3392Overlake Hospital Medical Center 403(b)Retirement Plan
Seattle Symphony Savings Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Seattle Symphony Savings Plan side-by-side with 3 peers →

Seattle Symphony Savings Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Democracy Prep Public Schools, 403(b) Retirement Plan in NY ($42M); by covered participants it is The Community Builders, Inc. Tax Sheltered Annuity Plan in MA (628 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (628 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.

Frequently Asked Questions

How did Seattle Symphony Savings Plan assets move in 2023? ▼
Seattle Symphony Savings Plan grew at a solid clip - up 12.6% during 2023, from $37M to $42M. Reported net income was $5M.
How have Seattle Symphony Orchestra plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Seattle Symphony Orchestra's sponsor-wide assets grew 30.0%, from $37M to $49M.
Where does Seattle Symphony Savings Plan rank by assets among Form 5500 filers? ▼
Seattle Symphony Savings Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Seattle Symphony Savings Plan? ▼
Among Other plans in other states, the closest by assets is Democracy Prep Public Schools, 403(b) Retirement Plan in NY ($42M, 833 participants).
Which Other plans cover a similar participant headcount to Seattle Symphony Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is The Community Builders, Inc. Tax Sheltered Annuity Plan in MA (628 participants, $38M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 910667412.

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.