Defined Benefit (Pension) · DOL Form 5500 · 2023

San Francisco Symphony Corporaton Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
25
Participants Small participant base
73rd
Percentile by assets National rank
$801,140
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of San Francisco Symphony Corporation · Sponsored by San Francisco Symphony Corporaton · California · Arts, Entertainment & Recreation

$20M in assets, 25 participants

San Francisco Symphony Corporaton's Retirement Plan for Employees of San Francisco Symphony Corporation reported $20M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,460 in Arts, Entertainment & Recreation (2,945 peers)

San Francisco Symphony Corporaton multi-year trail

San Francisco Symphony Corporaton's plans moved +22.1% in assets from 2022 to 2024; this filing shows Retirement Plan for Employees of San Francisco Symphony Corporation at $20M / 25 participants.

#2,460
in Arts, Entertainment & Recreation (2,945 peers)
+2.8%
assets growth YoY

Retirement Plan for Employees of San Francisco Symphony Corporation's outsized position by total assets

Retirement Plan for Employees of San Francisco Symphony Corporation vs every filed plan by assets

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

$20,028,504 Top 27% higher than 73% 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

Retirement Plan for Employees of San Francisco Symphony Corporation among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of San Francisco Symphony Corporation is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of San Francisco Symphony Corporation reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Retirement Plan for Employees of San Francisco Symphony Corporation reported participants fell from 27 in the plan year 2022 filing to 25 in the plan year 2023 filing.
  • Retirement Plan for Employees of San Francisco Symphony Corporation end-of-year assets rose from $19M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941156284 · San Francisco Symphony Corporaton PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of San Francisco Symphony Corporation · $20M · 25 · 73rd

  • NET $20M
  • NET 25
  • NET 73rd
  • NET Defined Benefit (Pension)
  • NET near Essentra Holdings Corp Pension Plan for Hourly Employees
  • NET ind #2460

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 California →

Retirement Plan for Employees of San Francisco Symphony Corporation in the asset neighbourhood

Kemper Corporation Pension PlanKemper Corporation Pension P…$20MRetirement Plan for Employees of San Francisco Symphony CorporationRetirement Plan for Employee…$20MEssentra Holdings Corp Pension Plan for Hourly EmployeesEssentra Holdings Corp Pensi…$20MAlaska Native Industries Employee Defined Benefit Pension PlanAlaska Native Industries Emp…$20MMidwest Family Mutual Insurance Company Defined Benefit Pension PlanMidwest Family Mutual Insura…$20M
End-of-year total assets ($M) among Retirement Plan for Employees of San Francisco Symphony Corporation and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

San Francisco Symphony Corporaton multi-year asset trail

Sponsor-wide plan assets over time

All San Francisco Symphony Corporaton plans reported in each filing year

Latest sponsor-wide plan assets
$218M 22.122092186122238% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $179M $218M ▲ +22.1%
Year Plans Participants Total Assets
2022 3 703 $179M
2023 3 703 $200M
2024 3 695 $218M

San Francisco Symphony Corporaton filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$1M
Employer EIN941156284
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of San Francisco Symphony Corporation vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Retirement Plan for Employees of San Francisco Symphony Corporation, Total assets ($B): 0.020028504 · Participants: 25Retirement Plan for Employees of San Francisco Symphony CorporationKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Retirement Plan for Employees of San Francisco Symphony Corporation vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Retirement Plan for Employees of San Francisco Symphony Corporation side-by-side with 3 peers →

Retirement Plan for Employees of San Francisco Symphony Corporation's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Essentra Holdings Corp Pension Plan for Hourly Employees in IL ($20M); by covered participants it is Parker Mccay P.a. Employees' Retirement Plan in NJ (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Retirement Plan for Employees of San Francisco Symphony Corporation assets move in 2023? ▼
Retirement Plan for Employees of San Francisco Symphony Corporation edged up modestly - up 2.8% during 2023, from $19M to $20M. Reported net income was $1M.
How have San Francisco Symphony Corporaton plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Francisco Symphony Corporaton's sponsor-wide assets grew 22.1%, from $179M to $218M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of San Francisco Symphony Corporation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Essentra Holdings Corp Pension Plan for Hourly Employees in IL ($20M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of San Francisco Symphony Corporation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Parker Mccay P.a. Employees' Retirement Plan in NJ (25 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 941156284.

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.