Defined Benefit (Pension) · DOL Form 5500 · 2023

San Diego Symphony Orchestra Association Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
96
Participants Small participant base
64th
Percentile by assets National rank
$132,829
Avg per participant Near avg balance/head
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Official DOL plan name: San Diego Symphony Orchestra Musicians' Pension Plan · Sponsored by San Diego Symphony Orchestra Association · California · Arts, Entertainment & Recreation

$13M in assets, 96 participants

San Diego Symphony Orchestra Association's San Diego Symphony Orchestra Musicians' Pension Plan reported $13M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #2,290 in Arts, Entertainment & Recreation (2,945 peers)

San Diego Symphony Orchestra Association multi-year trail

San Diego Symphony Orchestra Association's plans moved +15.6% in assets from 2022 to 2024; this filing shows San Diego Symphony Orchestra Musicians' Pension Plan at $13M / 96 participants.

#2,290
in Arts, Entertainment & Recreation (2,945 peers)
+6.9%
assets growth YoY

San Diego Symphony Orchestra Musicians' Pension Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

San Diego Symphony Orchestra Musicians' Pension Plan vs every filed plan by assets

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

$12,751,614 Top 36% higher than 64% 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

San Diego Symphony Orchestra Musicians' 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. San Diego Symphony Orchestra Musicians' Pension Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • San Diego Symphony Orchestra Musicians' Pension Plan reported net income rose from $353K in the plan year 2022 filing to $826K in the plan year 2023 filing.
  • San Diego Symphony Orchestra Musicians' Pension Plan reported participants rose from 84 in the plan year 2022 filing to 96 in the plan year 2023 filing.
  • San Diego Symphony Orchestra Musicians' Pension Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953661574 · San Diego Symphony Orchestra Association PY 2023 · Defined Benefit (Pension)

San Diego Symphony Orchestra Musicians' Pension Plan · $13M · 96 · 64th

  • VS-ST $13M
  • VS-ST 96
  • VS-ST 64th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Iatse , Mpt, a & Ac of the U.S. and Canada Local No. 46 Pension Plan
  • VS-ST ind #2290

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 California →

San Diego Symphony Orchestra Musicians' Pension Plan in the asset neighbourhood

Retirement Income Agreement Between the Aventics Corporation and the International Brotherhood of Teamsters Local 651Retirement Income Agreement …$13MTampa Banana Handlers Pension PlanTampa Banana Handlers Pensio…$13MSan Diego Symphony Orchestra Musicians' Pension PlanSan Diego Symphony Orchestra…$13MIatse , Mpt, a & Ac of the U.S. and Canada Local No. 46 Pension PlanIatse , Mpt, a & Ac of the U…$13MRetirement Fund of Local 1482 Paint and Allied Products ManufacturersRetirement Fund of Local 148…$13M
End-of-year total assets ($M) among San Diego Symphony Orchestra Musicians' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

San Diego Symphony Orchestra Association multi-year asset trail

Sponsor-wide plan assets over time

All San Diego Symphony Orchestra Association plans reported in each filing year

Latest sponsor-wide plan assets
$14M 15.630760179801042% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.9M $13.8M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 84 $12M
2023 1 96 $13M
2024 1 106 $14M

San Diego Symphony Orchestra Association filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$826K
Employer EIN953661574
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

San Diego Symphony Orchestra Musicians' Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants San Diego Symphony Orchestra Musicians' Pension Plan, Total assets ($B): 0.012751614 · Participants: 96San Diego Symphony Orchestra Musicians' Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
San Diego Symphony Orchestra Musicians' Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare San Diego Symphony Orchestra Musicians' Pension Plan side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) by assets is Iatse , Mpt, a & Ac of the U.S. and Canada Local No. 46 Pension Plan in TN ($13M); by covered participants it is Keweenaw Bay Indian Community Defined Benefit Plan in MI (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 San Diego Symphony Orchestra Musicians' Pension Plan assets move in 2023? ▼
San Diego Symphony Orchestra Musicians' Pension Plan grew at a solid clip - up 6.9% during 2023, from $12M to $13M. Reported net income was $826K.
How have San Diego Symphony Orchestra Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Diego Symphony Orchestra Association's sponsor-wide assets grew 15.6%, from $12M to $14M.
Which Defined Benefit (Pension) plans are similar in size to San Diego Symphony Orchestra Musicians' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Iatse , Mpt, a & Ac of the U.S. and Canada Local No. 46 Pension Plan in TN ($13M, 215 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to San Diego Symphony Orchestra Musicians' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Keweenaw Bay Indian Community Defined Benefit Plan in MI (96 participants, N/A 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 953661574.

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.