401(k) · DOL Form 5500 · 2023

Symphony Corporation 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
116
Participants Small participant base
56th
Percentile by assets National rank
$78,230
Avg per participant Below avg balance/head
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Official DOL plan name: Symphony Corporation Retirement Savings Plan · Sponsored by Symphony Corporation · Wisconsin · Professional & Technical Services

$9M in assets, 116 participants

Symphony Corporation's Symphony Corporation Retirement Savings Plan reported $9M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,167 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Symphony Corporation Retirement Savings Plan covers 116 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $9M.

#11,167
in Professional & Technical Services (20,321 peers)
+18.5%
assets growth YoY

Symphony Corporation Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Symphony Corporation Retirement Savings Plan vs every filed plan by assets

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

$9,074,693 Top 44% higher than 56% 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

Symphony Corporation Retirement 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. Symphony Corporation Retirement Savings Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Symphony Corporation Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Symphony Corporation Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Symphony Corporation Retirement Savings Plan reported participants rose from 105 in the plan year 2022 filing to 116 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391882117 · Symphony Corporation PY 2023 · 401(k)

Symphony Corporation Retirement Savings Plan · $9M · 116 · 56th

  • NET $9M
  • BOOK 116
  • VS-ST 56th
  • BOY 401(k)
  • SCH near Controltek 401(k) Profit Sharing Plan
  • EBSA ind #11167

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Symphony Corporation Retirement Savings Plan in the asset neighbourhood

New Jersey Association of Realtors 401(k) Profit Sharing PlanNew Jersey Association of Re…$9MSymphony Corporation Retirement Savings PlanSymphony Corporation Retirem…$9MControltek 401(k) Profit Sharing PlanControltek 401(k) Profit Sha…$9MNaehas Inc 401(k) Profit Sharing Plan & TrustNaehas Inc 401(k) Profit Sha…$9MThe Bartley Corporation Savings PlanThe Bartley Corporation Savi…$9M
End-of-year total assets ($M) among Symphony Corporation Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN391882117
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Symphony Corporation)

Sponsor-wide plan assets over time

All Symphony Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$10M 28.198748776873046% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.66M $9.82M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 105 $8M
2023 1 116 $9M
2024 1 120 $10M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Symphony Corporation Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Symphony Corporation Retirement Savings Plan, Total assets ($B): 0.009074693 · Participants: 116Symphony Corporation Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Symphony Corporation Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Symphony Corporation Retirement Savings Plan side-by-side with 3 peers →

Symphony Corporation Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Controltek 401(k) Profit Sharing Plan in WA ($9M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Symphony Corporation Retirement Savings Plan assets move in 2023? ▼
Symphony Corporation Retirement Savings Plan grew sharply - up 18.5% during 2023, from $8M to $9M. Reported net income was $1M.
How have Symphony Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Symphony Corporation's sponsor-wide assets grew 28.2%, from $8M to $10M.
Which 401(k) plans are similar in size to Symphony Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Controltek 401(k) Profit Sharing Plan in WA ($9M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Symphony Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants, N/A 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 391882117.

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.