Other · DOL Form 5500 · 2023

The Musical Arts Association Retirement Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
221
Participants Below avg headcount
81st
Percentile by assets National rank
$153,045
Avg per participant Above avg balance/head
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Official DOL plan name: The Musical Arts Association 403(b) Retirement Plan · Sponsored by The Musical Arts Association · Ohio · Arts, Entertainment & Recreation

$34M in assets, 221 participants

The Musical Arts Association's The Musical Arts Association 403(b) Retirement Plan reported $34M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,606 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Ohio

The Musical Arts Association 403(b) Retirement Plan covers 221 participants in Ohio, about 29% of the average Ohio filer (state average ~765 per filing). Assets: $34M.

#2,606
in Arts, Entertainment & Recreation (2,945 peers)
+13.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Musical Arts Association 403(b) Retirement Plan's outsized position by total assets

The Musical Arts Association 403(b) Retirement Plan vs every filed plan by assets

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

$33,822,985 Top 19% higher than 81% 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

The Musical Arts Association 403(b) Retirement 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. The Musical Arts Association 403(b) Retirement Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Musical Arts Association 403(b) Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Musical Arts Association 403(b) Retirement Plan end-of-year assets rose from $30M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • The Musical Arts Association 403(b) Retirement Plan reported participants rose from 218 in the plan year 2022 filing to 221 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 340714468 · The Musical Arts Association PY 2023 · Other

The Musical Arts Association 403(b) Retirement Plan · $34M · 221 · 81st

  • PART $34M
  • TYPE 221
  • NET 81st
  • BOOK Other
  • VS-ST near Aspire Employees' Retirement Plan
  • BOY ind #2606

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 Ohio →

The Musical Arts Association 403(b) Retirement Plan in the asset neighbourhood

Limestone University Retirement PlanLimestone University Retirem…$34MOup USA Employee Thrift Plan$34MAspire Employees' Retirement PlanAspire Employees' Retirement…$34MThe Musical Arts Association 403(b) Retirement PlanThe Musical Arts Association…$34MGarrison Forest School Tax Sheltered Annuity Savings PlanGarrison Forest School Tax S…$34M
End-of-year total assets ($M) among The Musical Arts Association 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN340714468
Plan Effective Date2009-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Musical Arts Association)

Sponsor-wide plan assets over time

All The Musical Arts Association plans reported in each filing year

Latest sponsor-wide plan assets
$37M 52.744892900330555% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $78.2M $36.9M ▼ -52.7%
Year Plans Participants Total Assets
2022 2 305 $78M
2023 2 303 $89M
2024 1 224 $37M

Nearby Other Plans in Ohio

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

The Musical Arts Association 403(b) Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants The Musical Arts Association 403(b) Retirement Plan, Total assets ($B): 0.033822985 · Participants: 221The Musical Arts Association 403(b) Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
The Musical Arts Association 403(b) Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants

The Musical Arts Association 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Aspire Employees' Retirement Plan in NY ($34M); by covered participants it is Proteus, Inc. 403(b) Plan in CA (221 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (221 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 The Musical Arts Association 403(b) Retirement Plan assets move in 2023?
The Musical Arts Association 403(b) Retirement Plan grew at a solid clip - up 13.8% during 2023, from $30M to $34M. Reported net income was $4M.
How have The Musical Arts Association plan assets changed over time?
Across 3 plan years on file (2022-2024), The Musical Arts Association's sponsor-wide assets declined 52.7%, from $78M to $37M.
Where does The Musical Arts Association 403(b) Retirement Plan rank by assets among Form 5500 filers?
The Musical Arts Association 403(b) Retirement Plan ranks in the 81st 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 The Musical Arts Association 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Aspire Employees' Retirement Plan in NY ($34M, 1,496 participants).
Which Other plans cover a similar participant headcount to The Musical Arts Association 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is Proteus, Inc. 403(b) Plan in CA (221 participants, $9M in assets).