Money Purchase · DOL Form 5500 · 2023

Colorado Symphony Association Money Purchase Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
78
Participants Small participant base
64th
Percentile by assets National rank
$162,328
Avg per participant Above avg balance/head
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Official DOL plan name: Colorado Symphony Orchestra Money Purchase Pension Plan · Sponsored by Colorado Symphony Association · Colorado · Arts, Entertainment & Recreation

$13M in assets, 78 participants

Colorado Symphony Association's Colorado Symphony Orchestra Money Purchase Pension Plan reported $13M in total assets and 78 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.

  • #2,289 in Arts, Entertainment & Recreation (2,945 peers)

Colorado Symphony Association multi-year trail

Colorado Symphony Association's plans moved -42.4% in assets from 2022 to 2024; this filing shows Colorado Symphony Orchestra Money Purchase Pension Plan at $13M / 78 participants.

#2,289
in Arts, Entertainment & Recreation (2,945 peers)
+8.3%
assets growth YoY

Colorado Symphony Orchestra Money Purchase Pension Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Colorado Symphony Orchestra Money Purchase Pension Plan vs every filed plan by assets

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

$12,661,576 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

Colorado Symphony Orchestra Money Purchase 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. Colorado Symphony Orchestra Money Purchase Pension Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Colorado Symphony Orchestra Money Purchase Pension Plan reported net income rose from $78K in the plan year 2022 filing to $973K in the plan year 2023 filing.
  • Colorado Symphony Orchestra Money Purchase Pension Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Colorado Symphony Orchestra Money Purchase Pension Plan reported participants fell from 80 in the plan year 2022 filing to 78 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 840511458 · Colorado Symphony Association PY 2023 · Money Purchase

Colorado Symphony Orchestra Money Purchase Pension Plan · $13M · 78 · 64th

  • BOOK $13M
  • BOOK 78
  • BOOK 64th
  • BOOK Money Purchase
  • BOOK near Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
  • BOOK ind #2289

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 Colorado →

Colorado Symphony Orchestra Money Purchase Pension Plan in the asset neighbourhood

Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc.Defined Contribution Pension…$13MMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, I…$13MColorado Symphony Orchestra Money Purchase Pension PlanColorado Symphony Orchestra …$13MPainters and Allied Trades Local 1959 Retirement PlanPainters and Allied Trades L…$13MEmployee Benefits Plan of Outreach Development CorporationEmployee Benefits Plan of Ou…$13M
End-of-year total assets ($M) among Colorado Symphony Orchestra Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Colorado Symphony Association multi-year asset trail

Sponsor-wide plan assets over time

All Colorado Symphony Association plans reported in each filing year

Latest sponsor-wide plan assets
$12M 42.429813129045165% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $20.2M $11.7M ▼ -42.4%
Year Plans Participants Total Assets
2022 2 195 $20M
2023 1 78 $13M
2024 1 82 $12M

Colorado Symphony Association filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$973K
Employer EIN840511458
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Colorado

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

Colorado Symphony Orchestra Money Purchase Pension Plan vs. nearby Money Purchase plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 102030405060 Total assets ($M) Participants Colorado Symphony Orchestra Money Purchase Pension Plan, Total assets ($M): 12.661576 · Participants: 78Colorado Symphony Orchestra Money Purchase Pension PlanValley View Hospital Money Purchase Plan, Total assets ($M): 50.860594 · Participants: 1023Valley View Hospital Money Purchase PlanSalud Family Health Retirement Plan, Total assets ($M): 30.37798 · Participants: 534Salud Family Health Retirement PlanCritical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan, Total assets ($M): 23.299765 · Participants: 90Critical Care & Pulmonary Consultants, PC, Money Purchase Pension PlanAmerican Medical Response Hawaii Money Purchase Pension Plan, Total assets ($M): 19.586505 · Participants: 36American Medical Response Hawaii Money Purchase Pension PlanSan Luis Valley Health Money Purchase Plan, Total assets ($M): 16.221654 · Participants: 586San Luis Valley Health Money Purchase Plan
Colorado Symphony Orchestra Money Purchase Pension Plan vs. nearby Money Purchase plans in Colorado, assets vs. participants
Compare Colorado Symphony Orchestra Money Purchase Pension Plan side-by-side with 3 peers →

Colorado Symphony Orchestra Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Colorado, the nearest Money Purchase by assets is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT ($13M); by covered participants it is Silberline Manufacturing Co., Inc. Pension Plan in PA (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Colorado Symphony Orchestra Money Purchase Pension Plan assets move in 2023? ▼
Colorado Symphony Orchestra Money Purchase Pension Plan grew at a solid clip - up 8.3% during 2023, from $12M to $13M. Reported net income was $973K.
How have Colorado Symphony Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colorado Symphony Association's sponsor-wide assets declined 42.4%, from $20M to $12M.
Which Money Purchase plans are similar in size to Colorado Symphony Orchestra Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT ($13M, 151 participants).
Which Money Purchase plans cover a similar participant headcount to Colorado Symphony Orchestra Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Silberline Manufacturing Co., Inc. Pension Plan in PA (78 participants, $12M 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 840511458.

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.