Other · DOL Form 5500 · 2023

North Carolina Symphony Society Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
81
Participants Small participant base
62nd
Percentile by assets National rank
$142,834
Avg per participant Near avg balance/head
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Official DOL plan name: North Carolina Symphony Society DC Plan · Sponsored by North Carolina Symphony Society · North Carolina · Arts, Entertainment & Recreation

$12M in assets, 81 participants

North Carolina Symphony Society's North Carolina Symphony Society DC Plan reported $12M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #2,251 in Arts, Entertainment & Recreation (2,945 peers)

North Carolina Symphony Society multi-year trail

North Carolina Symphony Society's plans moved +15.1% in assets from 2022 to 2024; this filing shows North Carolina Symphony Society DC Plan at $12M / 81 participants.

#2,251
in Arts, Entertainment & Recreation (2,945 peers)
+7.4%
assets growth YoY

The plan reported a net loss of $742K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

North Carolina Symphony Society DC Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

North Carolina Symphony Society DC Plan vs every filed plan by assets

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

$11,569,562 Top 38% higher than 62% 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

North Carolina Symphony Society DC Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Carolina Symphony Society DC Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • North Carolina Symphony Society DC Plan reported net income rose from -$2M in the plan year 2022 filing to -$742K in the plan year 2023 filing.
  • North Carolina Symphony Society DC Plan reported participants rose from 70 in the plan year 2022 filing to 81 in the plan year 2023 filing.
  • North Carolina Symphony Society DC Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 560556755 · North Carolina Symphony Society PY 2023 · Other

North Carolina Symphony Society DC Plan · $12M · 81 · 62nd

  • TYPE $12M
  • TYPE 81
  • TYPE 62nd
  • TYPE Other
  • TYPE near Radiological Society of North America Tax-Deferred Annuity (Tda) Plan
  • TYPE ind #2251

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 North Carolina →

North Carolina Symphony Society DC Plan in the asset neighbourhood

Peninsula Humane Society & Spca Retirement PlanPeninsula Humane Society & S…$12MMedlink Georgia, Inc. 403(b) PlanMedlink Georgia, Inc. 403(b)…$12MNorth Carolina Symphony Society DC PlanNorth Carolina Symphony Soci…$12MRadiological Society of North America Tax-Deferred Annuity (Tda) PlanRadiological Society of Nort…$12MCommunity Action Organization 403(b) Retirement PlanCommunity Action Organizatio…$12M
End-of-year total assets ($M) among North Carolina Symphony Society DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina Symphony Society multi-year asset trail

Sponsor-wide plan assets over time

All North Carolina Symphony Society plans reported in each filing year

Latest sponsor-wide plan assets
$22M 15.107448592153089% vs 2022
2024 filing year
$19M$20M$21M$22M$23M 202220232024 $19.5M $22.4M ▲ +15.1%
Year Plans Participants Total Assets
2022 2 154 $19M
2023 2 174 $22M
2024 2 160 $22M

North Carolina Symphony Society filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income-$742K
Employer EIN560556755
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in North Carolina

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

North Carolina Symphony Society DC Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants North Carolina Symphony Society DC Plan, Total assets ($B): 0.011569562 · Participants: 81North Carolina Symphony Society DC PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
North Carolina Symphony Society DC Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare North Carolina Symphony Society DC Plan side-by-side with 3 peers →

North Carolina Symphony Society DC Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Radiological Society of North America Tax-Deferred Annuity (Tda) Plan in IL ($12M); by covered participants it is Walnut Hill School Defined Contribution Retirement Plan in MA (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 North Carolina Symphony Society DC Plan assets move in 2023? ▼
North Carolina Symphony Society DC Plan grew at a solid clip - up 7.4% during 2023, from $11M to $12M. Reported net income was -$742K.
How have North Carolina Symphony Society plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Carolina Symphony Society's sponsor-wide assets grew 15.1%, from $19M to $22M.
Which Other plans are similar in size to North Carolina Symphony Society DC Plan? ▼
Among Other plans in other states, the closest by assets is Radiological Society of North America Tax-Deferred Annuity (Tda) Plan in IL ($12M, 102 participants).
Which Other plans cover a similar participant headcount to North Carolina Symphony Society DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Walnut Hill School Defined Contribution Retirement Plan in MA (81 participants, $18M 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 560556755.

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.