Other · DOL Form 5500 · 2023

Kansas City Symphony Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
102
Participants Small participant base
65th
Percentile by assets National rank
$133,519
Avg per participant Near avg balance/head
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Official DOL plan name: Kansas City Symphony 403(b) Retirement Plan · Sponsored by Kansas City Symphony · Missouri · Arts, Entertainment & Recreation

$14M in assets, 102 participants

Kansas City Symphony's Kansas City Symphony 403(b) Retirement Plan reported $14M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #2,314 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Missouri

Kansas City Symphony 403(b) Retirement Plan covers 102 participants in Missouri, about 14% of the average Missouri filer (state average ~737 per filing). Assets: $14M.

#2,314
in Arts, Entertainment & Recreation (2,945 peers)
+14.7%
assets growth YoY

Kansas City Symphony 403(b) Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Kansas City Symphony 403(b) Retirement Plan vs every filed plan by assets

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

$13,618,964 Top 35% higher than 65% 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

Kansas City Symphony 403(b) Retirement 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. Kansas City Symphony 403(b) Retirement Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kansas City Symphony 403(b) Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kansas City Symphony 403(b) Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Kansas City Symphony 403(b) Retirement Plan reported participants fell from 104 in the plan year 2022 filing to 102 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 431297475 · Kansas City Symphony PY 2023 · Other

Kansas City Symphony 403(b) Retirement Plan · $14M · 102 · 65th

  • BOOK $14M
  • BOOK 102
  • BOOK 65th
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  • BOOK near Brockton Visiting Nurse Association Retirement Plan
  • BOOK ind #2314

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 Missouri →

Kansas City Symphony 403(b) Retirement Plan in the asset neighbourhood

Cobleskill Regional Hospital 403(b) Retirement PlanCobleskill Regional Hospital…$14MRocky Mountain Health Care Services 403(b) PlanRocky Mountain Health Care S…$14MKansas City Symphony 403(b) Retirement PlanKansas City Symphony 403(b) …$14MBrockton Visiting Nurse Association Retirement PlanBrockton Visiting Nurse Asso…$14MThe Root Center for Advanced Recovery 403(b) PlanThe Root Center for Advanced…$14M
End-of-year total assets ($M) among Kansas City Symphony 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN431297475
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kansas City Symphony)

Sponsor-wide plan assets over time

All Kansas City Symphony plans reported in each filing year

Latest sponsor-wide plan assets
$15M 30.34383248604432% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.9M $15.5M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 104 $12M
2023 1 102 $14M
2024 1 106 $15M

Nearby Other Plans in Missouri

Peer Other plans, same state, same plan type, ranked by total assets.

Kansas City Symphony 403(b) Retirement Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Kansas City Symphony 403(b) Retirement Plan, Total assets ($B): 0.013618964 · Participants: 102Kansas City Symphony 403(b) Retirement PlanWashington University Retirement Savings Plan, Total assets ($B): 6.741301721 · Participants: 25521Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 0.969276726 · Participants: 8984Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanSaint Louis University 403(b) Annuity Plan, Total assets ($B): 0.909883587 · Participants: 4784Saint Louis University 403(b) Annuity PlanCox Savings Incentive Plan, Total assets ($B): 0.836087645 · Participants: 12220Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($B): 0.448402831 · Participants: 5284Bjc 403(b) Plan
Kansas City Symphony 403(b) Retirement Plan vs. nearby Other plans in Missouri, assets vs. participants

Kansas City Symphony 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Brockton Visiting Nurse Association Retirement Plan in MA ($14M); by covered participants it is District 7 Hrdc Retirement Plan in MT (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Kansas City Symphony 403(b) Retirement Plan assets move in 2023?
Kansas City Symphony 403(b) Retirement Plan grew at a solid clip - up 14.7% during 2023, from $12M to $14M. Reported net income was $2M.
How have Kansas City Symphony plan assets changed over time?
Across 3 plan years on file (2022-2024), Kansas City Symphony's sponsor-wide assets grew 30.3%, from $12M to $15M.
Which Other plans are similar in size to Kansas City Symphony 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Brockton Visiting Nurse Association Retirement Plan in MA ($14M, 136 participants).
Which Other plans cover a similar participant headcount to Kansas City Symphony 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is District 7 Hrdc Retirement Plan in MT (102 participants, $4M in assets).