Other · DOL Form 5500 · 2023
San Francisco Symphony Corporation Retirement Plan
Data updated 2026-08-25
- $79M
- Total assets Below avg plan size
- 593
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $132,900
- Avg per participant Near avg balance/head
Official DOL plan name: San Francisco Symphony Tsa Thrift Plan · Sponsored by San Francisco Symphony Corporation · California · Arts, Entertainment & Recreation
$79M in assets, 593 participants
San Francisco Symphony Corporation's San Francisco Symphony Tsa Thrift Plan reported $79M in total assets and 593 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #2,787 in Arts, Entertainment & Recreation (2,945 peers)
Where San Francisco Symphony Tsa Thrift Plan sits by assets
San Francisco Symphony Tsa Thrift Plan sits in the top 10% of all filed plans by assets, $79M for 593 participants (~$132,900/participant), up 19.3% in 2023.
- #2,787
- in Arts, Entertainment & Recreation (2,945 peers)
- +19.3%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
San Francisco Symphony Tsa Thrift Plan's outsized position by total assets
San Francisco Symphony Tsa Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$78,809,793 Top 10% higher than 90% 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
San Francisco Symphony Tsa Thrift 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. San Francisco Symphony Tsa Thrift Plan sits mid-pack in the medium band (593 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- San Francisco Symphony Tsa Thrift Plan reported net income rose from -$14M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- San Francisco Symphony Tsa Thrift Plan end-of-year assets rose from $66M in the plan year 2022 filing to $79M in the plan year 2023 filing.
- San Francisco Symphony Tsa Thrift Plan reported participants rose from 584 in the plan year 2022 filing to 593 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 941156284 · San Francisco Symphony Corporation PY 2023 · Other
San Francisco Symphony Tsa Thrift Plan · $79M · 593 · 90th
- VS-ST $79M
- VS-ST 593
- VS-ST 90th
- VS-ST Other
- VS-ST near Eastern University Defined Contribution Retirement Plan
- VS-ST ind #2787
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 →
San Francisco Symphony Tsa Thrift Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | $13M |
| Employer EIN | 941156284 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Francisco Symphony Corporation)
Sponsor-wide plan assets over time
All San Francisco Symphony Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $218M 22.122092186122238% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 703 | $179M |
| 2023 | 3 | 703 | $200M |
| 2024 | 3 | 695 | $218M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
San Francisco Symphony Tsa Thrift Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Eastern University Defined Contribution Retirement Plan in PA ($79M); by covered participants it is Wahiawa General Hospital Retirement Savings Plan in HI (594 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79M here).
Similar participant headcount
Nearest other-state filings by covered participants (593 participants); asset peers above are excluded.
- Wahiawa General Hospital Retirement Savings Plan (HI) 594 · 1 off
- Easterseals Arkansas 403(b) Plan (AR) 592 · 1 off
- Public Health Solutions 403(b) Plan (NY) 594 · 1 off
- Piedmont Health Services, Inc Retirement Plan (NC) 595 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.