Other · DOL Form 5500 · 2023

Nashville Symphony Association Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
221
Participants Below avg headcount
63rd
Percentile by assets National rank
$55,716
Avg per participant Low balance/head
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Official DOL plan name: Nashville Symphony Association Retirement Plan · Sponsored by Nashville Symphony Association · Tennessee · Other Services

$12M in assets, 221 participants

Nashville Symphony Association's Nashville Symphony Association Retirement Plan reported $12M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,229 in Other Services (7,857 peers)

Coverage in Tennessee

Nashville Symphony Association Retirement Plan covers 221 participants in Tennessee, about 20% of the average Tennessee filer (state average ~1,126 per filing). Assets: $12M.

#6,229
in Other Services (7,857 peers)
+13.4%
assets growth YoY

Nashville Symphony Association Retirement Plan's mid-pack asset rank among Other Services and all filers

Nashville Symphony Association Retirement Plan vs every filed plan by assets

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

$12,313,287 Top 37% higher than 63% 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

Nashville Symphony Association 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. Nashville Symphony Association Retirement Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nashville Symphony Association Retirement Plan reported net income rose from $360K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Nashville Symphony Association Retirement Plan reported participants rose from 152 in the plan year 2022 filing to 221 in the plan year 2023 filing.
  • Nashville Symphony Association Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 620550979 · Nashville Symphony Association PY 2023 · Other

Nashville Symphony Association Retirement Plan · $12M · 221 · 63rd

  • EOY $12M
  • 5500 221
  • ASSETS 63rd
  • PCT Other
  • EIN near Momentous Institute Tda Retirement Plan
  • RANK ind #6229

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 Other Services retirement plans → · Plans in Tennessee →

Nashville Symphony Association Retirement Plan in the asset neighbourhood

Donorconnect 403(b) Retirement PlanDonorconnect 403(b) Retireme…$12MPortage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement PlanPortage Path Behavioral Heal…$12MNashville Symphony Association Retirement PlanNashville Symphony Associati…$12MMomentous Institute Tda Retirement PlanMomentous Institute Tda Reti…$12MChiricahua Community Health Centers, Inc. 403(b) PlanChiricahua Community Health …$12M
End-of-year total assets ($M) among Nashville Symphony Association Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN620550979
Plan Effective Date1994-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nashville Symphony Association)

Sponsor-wide plan assets over time

All Nashville Symphony Association plans reported in each filing year

Latest sponsor-wide plan assets
$12M 13.364677833344274% vs 2022
2023 filing year
$10.5M$11M$11.5M$12M$12.5M 20222023 $10.9M $12.3M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 152 $11M
2023 1 221 $12M

Nearby Other Plans in Tennessee

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

Nashville Symphony Association Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Nashville Symphony Association Retirement Plan, Total assets ($B): 0.012313287 · Participants: 221Nashville Symphony Association Retirement PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.082284978 · Participants: 30220Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.316024751 · Participants: 6887Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.118460153 · Participants: 6010St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.616326721 · Participants: 11769Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.534737215 · Participants: 2882Southeastern Carpenters and Millwrights Pension Plan
Nashville Symphony Association Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Nashville Symphony Association Retirement Plan side-by-side with 3 peers →

Nashville Symphony Association Retirement Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Momentous Institute Tda Retirement Plan in TX ($12M); by covered participants it is Proteus, Inc. 403(b) Plan in CA (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 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 Nashville Symphony Association Retirement Plan assets move in 2023? ▼
Nashville Symphony Association Retirement Plan grew at a solid clip - up 13.4% during 2023, from $11M to $12M. Reported net income was $1M.
How have Nashville Symphony Association plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Nashville Symphony Association's sponsor-wide assets grew 13.4%, from $11M to $12M.
Which Other plans are similar in size to Nashville Symphony Association Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Momentous Institute Tda Retirement Plan in TX ($12M, 124 participants).
Which Other plans cover a similar participant headcount to Nashville Symphony Association Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Proteus, Inc. 403(b) Plan in CA (221 participants, $9M 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 620550979.

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.