Other · DOL Form 5500 · 2023
Chicago Symphony Orchestra Association Retirement Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 128
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $239,260
- Avg per participant Above avg balance/head
Official DOL plan name: Chicago Symphony Orchestra Assocociation 403(b) Plan for Administrative Employees · Sponsored by Chicago Symphony Orchestra Association · Illinois · Arts, Entertainment & Recreation
$31M in assets, 128 participants
Chicago Symphony Orchestra Association's Chicago Symphony Orchestra Assocociation 403(b) Plan for Administrative Employees reported $31M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #2,578 in Arts, Entertainment & Recreation (2,945 peers)
Coverage in Illinois
Chicago Symphony Orchestra Assocociation 403(b) Plan for Administrative Employees covers 128 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $31M.
- #2,578
- in Arts, Entertainment & Recreation (2,945 peers)
- +13.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Chicago Symphony Orchestra Assocociation 403(b) Plan for Administrative Employees's outsized position by total assets
Chicago Symphony Orchestra Assocociation 403(b) Plan for Administrative Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$30,625,264 Top 21% higher than 79% 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
Chicago Symphony Orchestra Assocociation 403(b) Plan for Administrative Employees 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. Chicago Symphony Orchestra Assocociation 403(b) Plan for Administrative Employees sits mid-pack in the medium band (128 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Chicago Symphony Orchestra Assocociation 403(b) Plan for Administrative Employees reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Chicago Symphony Orchestra Assocociation 403(b) Plan for Administrative Employees end-of-year assets rose from $27M in the plan year 2022 filing to $31M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 362167823 · Chicago Symphony Orchestra Association PY 2023 · Other
Chicago Symphony Orchestra Assocociation 403(b) Plan for Administrative Employees · $31M · 128 · 79th
- VS-ST $31M
- VS-ST 128
- VS-ST 79th
- VS-ST Other
- VS-ST near Sanford School 403(b) DC Plan Contribution Retirement Plan
- VS-ST ind #2578
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 Illinois →
Chicago Symphony Orchestra Assocociation 403(b) Plan for Administrative Employees in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $4M |
| Employer EIN | 362167823 |
| Plan Effective Date | 2006-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chicago Symphony Orchestra Association)
Sponsor-wide plan assets over time
All Chicago Symphony Orchestra Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 23.59406432207513% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 156 | $40M |
| 2023 | 2 | 155 | $45M |
| 2024 | 2 | 160 | $50M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
Chicago Symphony Orchestra Assocociation 403(b) Plan for Administrative Employees's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Sanford School 403(b) DC Plan Contribution Retirement Plan in DE ($31M); by covered participants it is Southern Mississippi Planning and Development District 403(b) Plan in MS (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (128 participants); asset peers above are excluded.
- Southern Mississippi Planning and Development District 403(b) Plan (MS) 128 · 0 off
- Intellisurvey 401(k) Plan (CA) 128 · 0 off
- Marin Academy Defined Contribution Retirement Plan (CA) 128 · 0 off
- Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians (MD) 128 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.