IRA-Based
2023 plan-year IRA-Based DOL Form 5500

LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

LOS ANGELES PHILHARMONIC ASSOCIATION

This IRA-Based plan holds $79M in total assets and serves 2,077 participants as of 2023. It is sponsored by LOS ANGELES PHILHARMONIC ASSOCIATION in California. The plan reported positive net income of $16M for the year.

Total Assets (2023)
$79M
Participants
2,077
State
Industry
Other Services

What the Filing Says About LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN

LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN is a IRA-Based retirement plan sponsored by LOS ANGELES PHILHARMONIC ASSOCIATION, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $79M in total end-of-year assets and covers 2,077 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 951696734, and the plan has been effective since 2011-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $63M at the beginning of 2023 to $79M at year-end — a gain of 25.7%. Net assets (after liabilities) closed the year at $79M, with reported net income of $16M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$63M
Total Assets (End of Year)$79M
Net Assets (End of Year)$79M
Net Income$16M
Plan TypeIRA-Based
Employer EIN951696734
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LOS ANGELES PHILHARMONIC ASSOCIATION)

Year Plans Participants Total Assets
2022 3 1,577 $92M
2023 3 2,167 $109M
2024 1 1,704 $92M

Nearby IRA-Based Plans in California

Peer IRA-Based plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN?
As of the 2023 Form 5500 filing, LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN holds $79M in total assets with 2,077 participants. It is sponsored by LOS ANGELES PHILHARMONIC ASSOCIATION.
What type of plan is LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN?
LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN is a IRA-Based plan. It has been effective since 2011-01-01. The plan is filed with the U.S. Department of Labor under EIN 951696734.
Who sponsors the LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN?
LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN is sponsored by LOS ANGELES PHILHARMONIC ASSOCIATION, located in California. The sponsor's EIN is 951696734 and the plan operates in the Other Services industry.
How did LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN perform in 2023?
LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN grew by 25.7% during 2023, moving from $63M to $79M in total assets. Net income was $16M.
Where can I find official filings for LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN?
Official Form 5500 filings for LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 951696734 or plan name at efast.dol.gov.
How does LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN compare to other plans?
You can compare LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN against other IRA-Based plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 951696734.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.