Defined Benefit (Pension) · DOL Form 5500 · 2023
San Francisco Symphony Corporation Pension Plan
Data updated 2026-08-25
- $101M
- Total assets Near avg plan size
- 85
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: San Francisco Symphony Retirement Plan · Sponsored by San Francisco Symphony Corporation · California · Arts, Entertainment & Recreation
$101M in assets, 85 participants
San Francisco Symphony Corporation's San Francisco Symphony Retirement Plan reported $101M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #2,825 in Arts, Entertainment & Recreation (2,945 peers)
Where San Francisco Symphony Retirement Plan sits by assets
San Francisco Symphony Retirement Plan sits in the top 10% of all filed plans by assets, $101M for 85 participants (~$1.2M/participant), up 8.8% in 2023.
- #2,825
- in Arts, Entertainment & Recreation (2,945 peers)
- +8.8%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
San Francisco Symphony Retirement Plan's outsized position by total assets
San Francisco Symphony Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$101,197,228 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
San Francisco Symphony Retirement 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 Francisco Symphony Retirement Plan is a small filing (85 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- San Francisco Symphony Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- San Francisco Symphony Retirement Plan end-of-year assets rose from $93M in the plan year 2022 filing to $101M in the plan year 2023 filing.
- San Francisco Symphony Retirement Plan reported participants fell from 92 in the plan year 2022 filing to 85 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 941156284 · San Francisco Symphony Corporation PY 2023 · Defined Benefit (Pension)
San Francisco Symphony Retirement Plan · $101M · 85 · 91st
- NET $101M
- NET 85
- NET 91st
- NET Defined Benefit (Pension)
- NET near Allsouth Federal Credit Union Defined Benefit Plan and Trust
- NET ind #2825
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 Francisco Symphony Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $93M |
|---|---|
| Net Assets (End of Year) | $101M |
| Net Income | $8M |
| Employer EIN | 941156284 |
| Plan Effective Date | 1956-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Francisco Symphony Corporation)
Sponsor-wide plan assets over time
All San Francisco Symphony Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $218M 22.122092186122238% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 703 | $179M |
| 2023 | 3 | 703 | $200M |
| 2024 | 3 | 695 | $218M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
San Francisco Symphony Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Allsouth Federal Credit Union Defined Benefit Plan and Trust in SC ($101M); by covered participants it is Cash Balance Retirement Plan for Employees of Credit Industriel Et Commercial in NY (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($101M here).
Similar participant headcount
Nearest other-state filings by covered participants (85 participants); asset peers above are excluded.
- Cash Balance Retirement Plan for Employees of Credit Industriel Et Commercial (NY) 85 · 0 off
- Retirement Plan of Members of Upagra Employees of Telemundo Puerto Rico, Inc (PR) 85 · 0 off
- Concord General Mutual Insurance Company Employees Pension Plan (NH) 85 · 0 off
- Astoria Generating Company, LP Retirement Plan (CT) 85 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.