Colorado Symphony Association Money Purchase Plan

Money Purchase · DOL Form 5500 · 2023

What the Filing Says About Colorado Symphony Orchestra Money Purchase Pension Plan

Colorado Symphony Orchestra Money Purchase Pension Plan is a Money Purchase retirement plan sponsored by Colorado Symphony Association, headquartered in Colorado. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $13M in total end-of-year assets and covers 78 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 840511458, and the plan has been effective since 1982-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew at a solid clip from $12M at the beginning of 2023 to $13M at year-end - up 8.3%. Net assets (after liabilities) closed the year at $13M, with reported net income of $973K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Across the 2 plan years Colorado Symphony Association has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $20M to $13M, a decline of 37.4%, while reported participants moved from 195 to 78 (-60.0%). Year-by-year, sponsor-wide filings show: 2022 - $20M in assets across 2 plans covering 195 participants; 2023 - $13M in assets across 1 plan covering 78 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank Colorado Symphony Orchestra Money Purchase Pension Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.