Defined Benefit (Pension) · DOL Form 5500 · 2023

Indiana Symphony Society, Inc. Pension Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
30
Participants Small participant base
79th
Percentile by assets National rank
$976,523
Avg per participant High balance/head
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Official DOL plan name: Indianapolis Symphony Orchestra Pension Plan · Sponsored by Indiana Symphony Society, Inc. · Indiana · Arts, Entertainment & Recreation

$29M in assets, 30 participants

Indiana Symphony Society, Inc.'s Indianapolis Symphony Orchestra Pension Plan reported $29M in total assets and 30 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.

  • #2,566 in Arts, Entertainment & Recreation (2,945 peers)

Where Indianapolis Symphony Orchestra Pension Plan sits by assets

Indianapolis Symphony Orchestra Pension Plan sits in the top quartile of all filed plans by assets, $29M for 30 participants (~$976,523/participant), up 3.0% in 2023.

#2,566
in Arts, Entertainment & Recreation (2,945 peers)
+3.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

Indianapolis Symphony Orchestra Pension Plan vs every filed plan by assets

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

$29,295,691 Top 21% higher than 79% 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

Indianapolis 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. Indianapolis Symphony Orchestra Pension Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Indianapolis Symphony Orchestra Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $859K in the plan year 2023 filing.
  • Indianapolis Symphony Orchestra Pension Plan reported participants fell from 40 in the plan year 2022 filing to 30 in the plan year 2023 filing.
  • Indianapolis Symphony Orchestra Pension Plan end-of-year assets rose from $28M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 350998627 · Indiana Symphony Society, Inc. PY 2023 · Defined Benefit (Pension)

Indianapolis Symphony Orchestra Pension Plan · $29M · 30 · 79th

  • SCH $29M
  • SCH 30
  • SCH 79th
  • SCH Defined Benefit (Pension)
  • SCH near Garden City Hospital Osteopathic Employee Pension Plan
  • SCH ind #2566

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 Indiana →

Indianapolis Symphony Orchestra Pension Plan in the asset neighbourhood

Trane Technologies Pension Plan Number OneTrane Technologies Pension P…$29MIndianapolis Symphony Orchestra Pension PlanIndianapolis Symphony Orches…$29MGarden City Hospital Osteopathic Employee Pension PlanGarden City Hospital Osteopa…$29MWilkes Regional Medical Center Employees' Pension PlanWilkes Regional Medical Cent…$29MRetirement Plan for Employees of the Oklahoma Publishing Company and AffiliatedRetirement Plan for Employee…$29M
End-of-year total assets ($M) among Indianapolis 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)$28M
Net Assets (End of Year)$29M
Net Income$859K
Employer EIN350998627
Plan Effective Date1967-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Indiana Symphony Society, Inc.)

Sponsor-wide plan assets over time

All Indiana Symphony Society, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 11.004330252865914% vs 2022
2024 filing year
$38M$40M$42M$44M$46M 202220232024 $39.5M $43.9M ▲ +11.0%
Year Plans Participants Total Assets
2022 2 187 $40M
2023 2 185 $43M
2024 2 188 $44M

Nearby Defined Benefit (Pension) Plans in Indiana

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

Indianapolis Symphony Orchestra Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Indianapolis Symphony Orchestra Pension Plan, Total assets ($B): 0.029295691 · Participants: 30Indianapolis Symphony Orchestra Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Indianapolis Symphony Orchestra Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Indianapolis Symphony Orchestra Pension Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Garden City Hospital Osteopathic Employee Pension Plan in MI ($29M); by covered participants it is The M/a/R/C Group Pension Plan in NY (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Indianapolis Symphony Orchestra Pension Plan assets move in 2023? ▼
Indianapolis Symphony Orchestra Pension Plan edged up modestly - up 3.0% during 2023, from $28M to $29M. Reported net income was $859K.
How have Indiana Symphony Society, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Indiana Symphony Society, Inc.'s sponsor-wide assets grew 11.0%, from $40M to $44M.
Where does Indianapolis Symphony Orchestra Pension Plan rank by assets among Form 5500 filers? ▼
Indianapolis Symphony Orchestra Pension Plan ranks in the 79th 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 Indianapolis Symphony Orchestra Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Garden City Hospital Osteopathic Employee Pension Plan in MI ($29M, 105 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Indianapolis Symphony Orchestra Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The M/a/R/C Group Pension Plan in NY (30 participants, $20M 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 350998627.

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.