Other · DOL Form 5500 · 2023
Indiana Symphony Society, Inc. Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 155
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $89,597
- Avg per participant Below avg balance/head
Official DOL plan name: Indianapolis Symphony Orchestra 403(b) Plan · Sponsored by Indiana Symphony Society, Inc. · Indiana · Arts, Entertainment & Recreation
$14M in assets, 155 participants
Indiana Symphony Society, Inc.'s Indianapolis Symphony Orchestra 403(b) Plan reported $14M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #2,321 in Arts, Entertainment & Recreation (2,945 peers)
Coverage in Indiana
Indianapolis Symphony Orchestra 403(b) Plan covers 155 participants in Indiana, about 29% of the average Indiana filer (state average ~541 per filing). Assets: $14M.
- #2,321
- in Arts, Entertainment & Recreation (2,945 peers)
- +25.1%
- assets growth YoY
Indianapolis Symphony Orchestra 403(b) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Indianapolis Symphony Orchestra 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,887,522 Top 34% higher than 66% 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
Indianapolis Symphony Orchestra 403(b) 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. Indianapolis Symphony Orchestra 403(b) Plan sits mid-pack in the medium band (155 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Indianapolis Symphony Orchestra 403(b) Plan reported net income rose from $470K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Indianapolis Symphony Orchestra 403(b) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Indianapolis Symphony Orchestra 403(b) Plan reported participants rose from 147 in the plan year 2022 filing to 155 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 350998627 · Indiana Symphony Society, Inc. PY 2023 · Other
Indianapolis Symphony Orchestra 403(b) Plan · $14M · 155 · 66th
- EBSA $14M
- EBSA 155
- EBSA 66th
- EBSA Other
- EBSA near Avance, Inc. 403(b) Plan
- EBSA ind #2321
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 403(b) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 350998627 |
| Plan Effective Date | 1979-09-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 187 | $40M |
| 2023 | 2 | 185 | $43M |
| 2024 | 2 | 188 | $44M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $787M · 16,096
- Beacon Retirement Savings 403(b) Plan $603M · 7,172
- Ici Multiple Employer Plan $449M · 2,656
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $391M · 7,567
- Butler University Retirement Plan $343M · 3,137
Indianapolis Symphony Orchestra 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Avance, Inc. 403(b) Plan in TX ($14M); by covered participants it is Entekra LLC Retirement Savings Plan in TN (155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Avance, Inc. 403(b) Plan (TX) $14M · 1,008
- 403(b) Thrift Plan of Second Harvest Heartland (MN) $14M · 230
- Harlem Village Academy Charter School 403(b) Plan (NY) $14M · 209
- Hcap Retirement Savings Plan (HI) $14M · 240
Similar participant headcount
Nearest other-state filings by covered participants (155 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.