Defined Benefit (Pension) · DOL Form 5500 · 2023
The Orchestral Association Pension Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 27
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $548,617
- Avg per participant High balance/head
Official DOL plan name: The Orchestral Association Retirement Plan for Administrative Employees · Sponsored by The Orchestral Association · Illinois · Arts, Entertainment & Recreation
$15M in assets, 27 participants
The Orchestral Association's The Orchestral Association Retirement Plan for Administrative Employees reported $15M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #2,354 in Arts, Entertainment & Recreation (2,945 peers)
The Orchestral Association multi-year trail
The Orchestral Association's plans moved +23.6% in assets from 2022 to 2024; this filing shows The Orchestral Association Retirement Plan for Administrative Employees at $15M / 27 participants.
- #2,354
- in Arts, Entertainment & Recreation (2,945 peers)
- +12.0%
- assets growth YoY
The Orchestral Association Retirement Plan for Administrative Employees's outsized position by total assets
The Orchestral Association Retirement Plan for Administrative Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,812,671 Top 33% higher than 67% 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
The Orchestral Association Retirement Plan for Administrative Employees among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Orchestral Association Retirement Plan for Administrative Employees is a small filing (27 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Orchestral Association Retirement Plan for Administrative Employees reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Orchestral Association Retirement Plan for Administrative Employees end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- The Orchestral Association Retirement Plan for Administrative Employees reported participants fell from 29 in the plan year 2022 filing to 27 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 362167823 · The Orchestral Association PY 2023 · Defined Benefit (Pension)
The Orchestral Association Retirement Plan for Administrative Employees · $15M · 27 · 67th
- BOOK $15M
- BOOK 27
- BOOK 67th
- BOOK Defined Benefit (Pension)
- BOOK near Navigant Credit Union Defined Benefit Pension Plan and Trust
- BOOK ind #2354
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 →
The Orchestral Association Retirement Plan for Administrative Employees in the asset neighbourhood
The Orchestral Association multi-year asset trail
Sponsor-wide plan assets over time
All The Orchestral 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 |
The Orchestral Association filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 362167823 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
The Orchestral Association Retirement Plan for Administrative Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Navigant Credit Union Defined Benefit Pension Plan and Trust in RI ($15M); by covered participants it is Njhoa LLC Defined Benefit Plan in NJ (27 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Navigant Credit Union Defined Benefit Pension Plan and Trust (RI) $15M · 96
- Pine Valley Golf Club, Inc. Retirement Plan (NJ) $15M · 103
- Los Angeles Philharmonic Assoc and Musician Union, Local 47, American Federation of Musicians Pension Trust (CA) $15M · 32
- Pool Company Retirement Income Plan (TX) $15M · 7
Similar participant headcount
Nearest other-state filings by covered participants (27 participants); asset peers above are excluded.
- Njhoa LLC Defined Benefit Plan (NJ) 27 · 0 off
- Chicagoland Race Meet Operators and Local 134 I.B.E.W. Joint Pension Trust (WI) 27 · 0 off
- Lime, LLC Defined Benefit Pension Plan (CA) 27 · 0 off
- Silgan Closed Pension Plan (CA) 27 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.