Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Chicago Symphony Orchestra Pension Plan Pension Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
87
Participants Small participant base
87th
Percentile by assets National rank
$686,994
Avg per participant High balance/head
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Official DOL plan name: Chicago Symphony Orchestra Pension Plan · Sponsored by Board of Trustees of Chicago Symphony Orchestra Pension Plan · Illinois · Arts, Entertainment & Recreation

$60M in assets, 87 participants

Board of Trustees of Chicago Symphony Orchestra Pension Plan's Chicago Symphony Orchestra Pension Plan reported $60M in total assets and 87 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,738 in Arts, Entertainment & Recreation (2,945 peers)

Where Chicago Symphony Orchestra Pension Plan sits by assets

Chicago Symphony Orchestra Pension Plan sits in the top quartile of all filed plans by assets, $60M for 87 participants (~$686,994/participant), up 7.8% in 2023.

#2,738
in Arts, Entertainment & Recreation (2,945 peers)
+7.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Chicago Symphony Orchestra Pension Plan's outsized position by total assets

Chicago Symphony Orchestra Pension Plan vs every filed plan by assets

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

$59,768,516 Top 13% higher than 87% 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

Chicago Symphony Orchestra Pension Plan among smaller 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 Pension Plan is a small filing (87 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chicago Symphony Orchestra Pension Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Chicago Symphony Orchestra Pension Plan reported participants fell from 95 in the plan year 2022 filing to 87 in the plan year 2023 filing.
  • Chicago Symphony Orchestra Pension Plan end-of-year assets rose from $55M in the plan year 2022 filing to $60M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 362859355 · Board of Trustees of Chicago Symphony Orchestra Pension Plan PY 2023 · Defined Benefit (Pension)

Chicago Symphony Orchestra Pension Plan · $60M · 87 · 87th

  • IND $60M
  • EOY 87
  • 5500 87th
  • ASSETS Defined Benefit (Pension)
  • PCT near Laborers of Delaware Local Union No. 199 Pension Plan
  • EIN ind #2738

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 Pension Plan in the asset neighbourhood

Libbey Salaried Cash Balance Pension PlanLibbey Salaried Cash Balance…$60MY-12 Federal Credit Union Cash Balance Retirement Pension PlanY-12 Federal Credit Union Ca…$60MChicago Symphony Orchestra Pension PlanChicago Symphony Orchestra P…$60MLaborers of Delaware Local Union No. 199 Pension PlanLaborers of Delaware Local U…$60MRetirement Plan of Trustco BankRetirement Plan of Trustco B…$60M
End-of-year total assets ($M) among Chicago Symphony Orchestra Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$60M
Net Income$4M
Employer EIN362859355
Plan Effective Date1973-09-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Chicago Symphony Orchestra Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees of Chicago Symphony Orchestra Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$63M 14.260499333152083% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $55.4M $63.4M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 95 $55M
2023 1 87 $60M
2024 1 83 $63M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Chicago Symphony Orchestra Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Chicago Symphony Orchestra Pension Plan, Total assets ($B): 0.059768516 · Participants: 87Chicago Symphony Orchestra Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Chicago Symphony Orchestra Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Chicago Symphony Orchestra Pension Plan side-by-side with 3 peers →

Chicago Symphony Orchestra Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Laborers of Delaware Local Union No. 199 Pension Plan in PA ($60M); by covered participants it is Irving Tissue Pension Plan in NY (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Chicago Symphony Orchestra Pension Plan assets move in 2023? ▼
Chicago Symphony Orchestra Pension Plan grew at a solid clip - up 7.8% during 2023, from $55M to $60M. Reported net income was $4M.
How have Board of Trustees of Chicago Symphony Orchestra Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Chicago Symphony Orchestra Pension Plan's sponsor-wide assets grew 14.3%, from $55M to $63M.
Where does Chicago Symphony Orchestra Pension Plan rank by assets among Form 5500 filers? ▼
Chicago Symphony Orchestra Pension Plan ranks in the 87th 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 Defined Benefit (Pension) plans are similar in size to Chicago Symphony Orchestra Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Laborers of Delaware Local Union No. 199 Pension Plan in PA ($60M, 218 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Chicago Symphony Orchestra Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Irving Tissue Pension Plan in NY (87 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 362859355.

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.