Defined Benefit (Pension) · DOL Form 5500 · 2024

Symphony Management, LLC Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
38th
Percentile by assets National rank
$581,482
Avg per participant High balance/head
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Official DOL plan name: Symphony Management Cash Balance Plan · Sponsored by Symphony Management, LLC · Florida · Real Estate

$4M in assets, 7 participants

Symphony Management, LLC's Symphony Management Cash Balance Plan reported $4M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,686 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Symphony Management Cash Balance Plan ranks #2,686 of 4,605 2024 filers by assets (638% of the sector average)-$4M for 7 participants.

#2,686
in Real Estate (4,605 peers)
+32.2%
assets growth YoY

Symphony Management Cash Balance Plan's mid-pack asset rank among Real Estate and all filers

Symphony Management Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,070,377 38th percentile higher than 38% of 123,620 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 2024

Symphony Management Cash Balance Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Symphony Management Cash Balance Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Symphony Management Cash Balance Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Symphony Management Cash Balance Plan reported participants fell from 9 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Symphony Management Cash Balance Plan reported net income rose from $892K in the plan year 2023 filing to $992K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 263627285 · Symphony Management, LLC PY 2024 · Defined Benefit (Pension)

Symphony Management Cash Balance Plan · $4M · 7 · 38th

  • PART $4M
  • TYPE 7
  • NET 38th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Los Angeles County Federation of Labor AFL-CIO Defined Benefit Retirement Plan
  • BOY ind #2686

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 Real Estate retirement plans → · Plans in Florida →

Symphony Management Cash Balance Plan in the asset neighbourhood

Tri-State Armature & Electrical Works, Inc. Employees' Pension PlanTri-State Armature & Electri…$4MSymphony Management Cash Balance PlanSymphony Management Cash Bal…$4MLos Angeles County Federation of Labor AFL-CIO Defined Benefit Retirement PlanLos Angeles County Federatio…$4MManoj Khatore, M.D., Apc Defined Benefit Pension PlanManoj Khatore, M.D., Apc Def…$4MJack Rubin & Sons, Inc. Defined Benefit Pension PlanJack Rubin & Sons, Inc. Defi…$4M
End-of-year total assets ($M) among Symphony Management Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$992K
Employer EIN263627285
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Symphony Management, LLC)

Sponsor-wide plan assets over time

All Symphony Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 32.21579647279628% vs 2023
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 20232024 $3.08M $4.07M ▲ +32.1%
Year Plans Participants Total Assets
2023 1 9 $3M
2024 1 7 $4M

Nearby Defined Benefit (Pension) Plans in Florida

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

Symphony Management Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Symphony Management Cash Balance Plan, Total assets ($B): 0.004070377 · Participants: 7Symphony Management Cash Balance PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.598643443 · Participants: 4996L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.345055504 · Participants: 14419Nextera Energy, Inc. Employee Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.667043153 · Participants: 3950Retirement Accumulation Plan for Partners of PwcCsx Pension Plan, Total assets ($B): 2.291461429 · Participants: 2293Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.933306082 · Participants: 5001Retirement Benefit Accumulation Plan for Employees of Pwc
Symphony Management Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Symphony Management Cash Balance Plan side-by-side with 3 peers →

Symphony Management Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Los Angeles County Federation of Labor AFL-CIO Defined Benefit Retirement Plan in CA ($4M); by covered participants it is Financial Alternatives, Inc. Defined Benefit Pension Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Symphony Management Cash Balance Plan assets move in 2024? ▼
Symphony Management Cash Balance Plan surged - up 32.2% during 2024, from $3M to $4M. Reported net income was $992K.
How have Symphony Management, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Symphony Management, LLC's sponsor-wide assets grew 32.2%, from $3M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Symphony Management Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Los Angeles County Federation of Labor AFL-CIO Defined Benefit Retirement Plan in CA ($4M, 18 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Symphony Management Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Financial Alternatives, Inc. Defined Benefit Pension Plan in CA (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 263627285.

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.