Other · DOL Form 5500 · 2023
Chicago Symphony Orchestra Association Retirement Plan
Data updated 2026-08-11
- $31M
- Total assets
- 128
- Participants
- 79th
- Percentile by assets
- $239,260
- Avg per participant
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.
- 79th percentile by assets (of 127,072 plans)
- #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.
- $31M
- total plan assets (2023 EOY)
- 128
- covered participants
- 79th
- percentile by assets (of 127,072 plans)
- $239,260
- avg assets per participant
Where Chicago Symphony Orchestra Assocociation 403(b) Plan for Administrative Employees sits 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
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Chicago Symphony Orchestra Assocociation 403(b) Plan for Administrative Employees reports 128 participants - about 16% of that state average ($31M EOY assets).
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)
| 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.
Chicago Symphony Orchestra Assocociation 403(b) Plan for Administrative Employees vs. nearby Other plans in Illinois, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Chicago Symphony Orchestra Assocociation 403(b) Plan for Administrative Employees by total assets, not by location.
Frequently Asked Questions
How did Chicago Symphony Orchestra Assocociation 403(b) Plan for Administrative Employees assets move in 2023? ▼
How have Chicago Symphony Orchestra Association plan assets changed over time? ▼
Where does Chicago Symphony Orchestra Assocociation 403(b) Plan for Administrative Employees rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Chicago Symphony Orchestra Assocociation 403(b) Plan for Administrative Employees? ▼
Next read for Chicago Symphony Orchestra Assocociation…
Filing takeaways
Ways to act on Chicago Symphony Orchestra Assocociation 403(b) Plan for Administrative Employees's numbers.
- By total assets, Chicago Symphony Orchestra Assocociation 403(b) Plan for Administrative Employees ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
- Chicago Symphony Orchestra Association's sponsor-wide assets have grown 23.6% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans