Defined Benefit (Pension) · DOL Form 5500 · 2023

Indiana Symphony Society, Inc. Pension Plan

Data updated 2026-08-11

$29M
Total assets: 30
Participants: 79th
Percentile by assets: $976,523
Avg per participant

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.

79th percentile by assets (of 127,072 plans)
#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.

$29M
total plan assets (2023 EOY): 30
covered participants: 79th
percentile by assets (of 127,072 plans): $976,523
avg assets per participant

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 →

State

Indiana

Industry

Arts, Entertainment & Recreation

Indianapolis Symphony Orchestra Pension Plan vs the 2023 asset distribution

By assets, Indianapolis Symphony Orchestra Pension Plan outranks 79% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$28M
Net Assets (End of Year)	$29M
Net Income	$859K
Employer EIN	350998627
Plan Effective Date	1967-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Indiana Symphony Society, Inc.)

Total plan assets by year, all Indiana Symphony Society, Inc. plans on file

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

The Lilly Retirement Plan $11.7B · 19,111
Cummins Pension Plan $3.3B · 26,560
Indiana Laborers Pension Fund $1.7B · 10,800
Elevance Health Cash Balance Plan a $1.3B · 8,197
Nisource Pension Plan $1.1B · 2,174

Compare Indianapolis Symphony Orchestra Pension … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Indianapolis Symphony Orchestra Pension Plan by total assets, not by location.

Garden City Hospital Osteopathic Employee Pension Plan (MI) $29M · 105
Wilkes Regional Medical Center Employees' Pension Plan (NC) $29M · 200
Retirement Plan for Employees of the Oklahoma Publishing Company and Affiliated (OK) $29M · 2
Trane Technologies Pension Plan Number One (NC) $29M · N/A

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).

Next read for Indianapolis Symphony Orchestra Pension …

Scale reading

Ways to act on Indianapolis Symphony Orchestra Pension Plan's numbers.

By total assets, Indianapolis Symphony Orchestra Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Indiana. Compare plans
Indiana Symphony Society, Inc.'s sponsor-wide assets have grown 11.0% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans

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.