Other · DOL Form 5500 · 2023

Philharmonic Symphony Society of New York Retirement Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
195
Participants Below avg headcount
88th
Percentile by assets National rank
$343,720
Avg per participant High balance/head
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Official DOL plan name: New York Philharmonic 403(b) Retirement Plan · Sponsored by Philharmonic Symphony Society of New York · New York · Arts, Entertainment & Recreation

$67M in assets, 195 participants

Philharmonic Symphony Society of New York's New York Philharmonic 403(b) Retirement Plan reported $67M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,764 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in New York

New York Philharmonic 403(b) Retirement Plan covers 195 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $67M.

#2,764
in Arts, Entertainment & Recreation (2,945 peers)
+21.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

New York Philharmonic 403(b) Retirement Plan's outsized position by total assets

New York Philharmonic 403(b) Retirement Plan vs every filed plan by assets

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

$67,025,336 Top 12% higher than 88% 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

New York Philharmonic 403(b) Retirement 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. New York Philharmonic 403(b) Retirement Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New York Philharmonic 403(b) Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • New York Philharmonic 403(b) Retirement Plan end-of-year assets rose from $55M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • New York Philharmonic 403(b) Retirement Plan reported participants rose from 161 in the plan year 2022 filing to 195 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 131664054 · Philharmonic Symphony Society of New York PY 2023 · Other

New York Philharmonic 403(b) Retirement Plan · $67M · 195 · 88th

  • ASSETS $67M
  • ASSETS 195
  • ASSETS 88th
  • ASSETS Other
  • ASSETS near Concord Academy Defined Contribution and Tax-Deferred Annuity Plan
  • ASSETS ind #2764

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 New York →

New York Philharmonic 403(b) Retirement Plan in the asset neighbourhood

Tj Regional Health Inc. 403(b) PlanTj Regional Health Inc. 403(…$67MNorth Country Health System, Inc. Contributory Tax Sheltered Retirement PlanNorth Country Health System,…$67MSansum Clinic Match Plan$67MNew York Philharmonic 403(b) Retirement PlanNew York Philharmonic 403(b)…$67MConcord Academy Defined Contribution and Tax-Deferred Annuity PlanConcord Academy Defined Cont…$67M
End-of-year total assets ($M) among New York Philharmonic 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$67M
Net Income$12M
Employer EIN131664054
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Philharmonic Symphony Society of New York)

Sponsor-wide plan assets over time

All Philharmonic Symphony Society of New York plans reported in each filing year

Latest sponsor-wide plan assets
$159M 23.52844067639031% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $129M $159M ▲ +23.5%
Year Plans Participants Total Assets
2022 3 272 $129M
2023 3 305 $149M
2024 3 312 $159M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

New York Philharmonic 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants New York Philharmonic 403(b) Retirement Plan, Total assets ($B): 0.067025336 · Participants: 195New York Philharmonic 403(b) Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
New York Philharmonic 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare New York Philharmonic 403(b) Retirement Plan side-by-side with 3 peers →

New York Philharmonic 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Concord Academy Defined Contribution and Tax-Deferred Annuity Plan in MA ($67M); by covered participants it is Mcpherson College 403(b) Plan in KS (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 New York Philharmonic 403(b) Retirement Plan assets move in 2023? ▼
New York Philharmonic 403(b) Retirement Plan grew sharply - up 21.2% during 2023, from $55M to $67M. Reported net income was $12M.
How have Philharmonic Symphony Society of New York plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Philharmonic Symphony Society of New York's sponsor-wide assets grew 23.5%, from $129M to $159M.
Where does New York Philharmonic 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
New York Philharmonic 403(b) Retirement Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to New York Philharmonic 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Concord Academy Defined Contribution and Tax-Deferred Annuity Plan in MA ($67M, 254 participants).
Which Other plans cover a similar participant headcount to New York Philharmonic 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Mcpherson College 403(b) Plan in KS (195 participants, $22M 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 131664054.

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.