Other · DOL Form 5500 · 2023
Los Angeles Philharmonic Association Retirement Plan
Data updated 2026-08-25
- $79M
- Total assets Below avg plan size
- 2,077
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $38,142
- Avg per participant Low balance/head
Official DOL plan name: Los Angeles Philharmonic Association Voluntary 403b Plan · Sponsored by Los Angeles Philharmonic Association · California · Other Services
$79M in assets, 2,077 participants
Los Angeles Philharmonic Association's Los Angeles Philharmonic Association Voluntary 403b Plan reported $79M in total assets and 2,077 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #7,531 in Other Services (7,857 peers)
Coverage in California
Los Angeles Philharmonic Association Voluntary 403b Plan covers 2,077 participants in California, 3.3x the typical California plan (state average ~630 per filing). Assets: $79M.
- #7,531
- in Other Services (7,857 peers)
- +25.7%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Los Angeles Philharmonic Association Voluntary 403b Plan's outsized position by total assets
Los Angeles Philharmonic Association Voluntary 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$79,220,632 Top 10% higher than 90% 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
Los Angeles Philharmonic Association Voluntary 403b Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Los Angeles Philharmonic Association Voluntary 403b Plan lands in the large band (2,077 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Los Angeles Philharmonic Association Voluntary 403b Plan reported net income rose from -$11M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Los Angeles Philharmonic Association Voluntary 403b Plan reported participants rose from 1,484 in the plan year 2022 filing to 2,077 in the plan year 2023 filing.
- Los Angeles Philharmonic Association Voluntary 403b Plan end-of-year assets rose from $63M in the plan year 2022 filing to $79M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 951696734 · Los Angeles Philharmonic Association PY 2023 · Other
Los Angeles Philharmonic Association Voluntary 403b Plan · $79M · 2,077 · 90th
- EBSA $79M
- PART 2,077
- TYPE 90th
- NET Other
- BOOK near University School of Milwaukee Defined Contribution Retirement Plan
- VS-ST ind #7531
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 California →
Los Angeles Philharmonic Association Voluntary 403b Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | $16M |
| Employer EIN | 951696734 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Los Angeles Philharmonic Association)
Sponsor-wide plan assets over time
All Los Angeles Philharmonic Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $122M 32.54752780291522% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,577 | $92M |
| 2023 | 3 | 2,167 | $109M |
| 2024 | 3 | 1,782 | $122M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Los Angeles Philharmonic Association Voluntary 403b Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is University School of Milwaukee Defined Contribution Retirement Plan in WI ($79M); by covered participants it is St. Clair Hospital Savings Plan in PA (2,079 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,077 participants); asset peers above are excluded.
- St. Clair Hospital Savings Plan (PA) 2,079 · 2 off
- Southeastern Regional Medical Center Tax-Deferred Savings Plan (NC) 2,074 · 3 off
- Chapters Health System, Inc. Retirement Plan (FL) 2,073 · 4 off
- Avita Health System Employee 403b Retirement Plan (OH) 2,070 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.