Other · DOL Form 5500 · 2023
The Philadelphia Orchestra and Kimmel Center, Inc. Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 152
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $161,243
- Avg per participant Above avg balance/head
Official DOL plan name: The Philadelphia Orchestra & Kimmel Center, Inc. Retirement Savings Plan · Sponsored by The Philadelphia Orchestra and Kimmel Center, Inc. · Pennsylvania · Arts, Entertainment & Recreation
$25M in assets, 152 participants
The Philadelphia Orchestra and Kimmel Center, Inc.'s The Philadelphia Orchestra & Kimmel Center, Inc. Retirement Savings Plan reported $25M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #2,516 in Arts, Entertainment & Recreation (2,945 peers)
Coverage in Pennsylvania
The Philadelphia Orchestra & Kimmel Center, Inc. Retirement Savings Plan covers 152 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $25M.
- #2,516
- in Arts, Entertainment & Recreation (2,945 peers)
- +28.3%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
The Philadelphia Orchestra & Kimmel Center, Inc. Retirement Savings Plan's outsized position by total assets
The Philadelphia Orchestra & Kimmel Center, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,509,011 Top 24% higher than 76% 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
The Philadelphia Orchestra & Kimmel Center, Inc. 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. The Philadelphia Orchestra & Kimmel Center, Inc. Retirement Savings Plan sits mid-pack in the medium band (152 participants).
EBSA filing schedule strip
Filing strip 874303823 · The Philadelphia Orchestra and Kimmel Center, Inc. PY 2023 · Other
The Philadelphia Orchestra & Kimmel Center, Inc. Retirement Savings Plan · $25M · 152 · 76th
- PART $25M
- TYPE 152
- NET 76th
- BOOK Other
- VS-ST near Tiaa-Cref Retirement Plan for All Employees of Sedc
- BOY ind #2516
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 Pennsylvania →
The Philadelphia Orchestra & Kimmel Center, Inc. Retirement Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $5M |
| Employer EIN | 874303823 |
| Plan Effective Date | 2011-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Philadelphia Orchestra and Kimmel Center, Inc.)
Sponsor-wide plan assets over time
All The Philadelphia Orchestra and Kimmel Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 21.30487435825134% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 152 | $25M |
| 2024 | 1 | 288 | $30M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
The Philadelphia Orchestra & Kimmel Center, Inc. Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Tiaa-Cref Retirement Plan for All Employees of Sedc in VA ($25M); by covered participants it is The Boston Architectural College 403(b) Retirement Plan in MA (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (152 participants); asset peers above are excluded.
- The Boston Architectural College 403(b) Retirement Plan (MA) 152 · 0 off
- Kimbell Art Museum Retirement Plan (TX) 152 · 0 off
- 403(b) Thrift Plan for Employees of Hamburger Home Dba Aviva Family and Children's Services (CA) 152 · 0 off
- American Council on Education 403(b) Retirement Plan (DC) 152 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.