401(k) · DOL Form 5500 · 2023

Dallas Symphony Association, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
89
Participants Small participant base
79th
Percentile by assets National rank
$333,514
Avg per participant High balance/head
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Official DOL plan name: Dallas Symphony Orchestra Musicians 403(b) Plan · Sponsored by Dallas Symphony Association, Inc. · Texas · Other Services

$30M in assets, 89 participants

Dallas Symphony Association, Inc.'s Dallas Symphony Orchestra Musicians 403(b) Plan reported $30M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,030 in Other Services (7,857 peers)

Where Dallas Symphony Orchestra Musicians 403(b) Plan sits by assets

Dallas Symphony Orchestra Musicians 403(b) Plan sits in the top quartile of all filed plans by assets, $30M for 89 participants (~$333,514/participant), up 14.4% in 2023.

#7,030
in Other Services (7,857 peers)
+14.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Dallas Symphony Orchestra Musicians 403(b) Plan's outsized position by total assets

Dallas Symphony Orchestra Musicians 403(b) Plan vs every filed plan by assets

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

$29,682,753 Top 21% higher than 79% 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

Dallas Symphony Orchestra Musicians 403(b) 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. Dallas Symphony Orchestra Musicians 403(b) Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dallas Symphony Orchestra Musicians 403(b) Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Dallas Symphony Orchestra Musicians 403(b) Plan reported participants rose from 65 in the plan year 2022 filing to 89 in the plan year 2023 filing.
  • Dallas Symphony Orchestra Musicians 403(b) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 750705442 · Dallas Symphony Association, Inc. PY 2023 · 401(k)

Dallas Symphony Orchestra Musicians 403(b) Plan · $30M · 89 · 79th

  • SCH $30M
  • SCH 89
  • SCH 79th
  • SCH 401(k)
  • SCH near Midwest Eye Care 401(k) Plan
  • SCH ind #7030

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 Texas →

Dallas Symphony Orchestra Musicians 403(b) Plan in the asset neighbourhood

Hubbell Realty Company Select Savings PlanHubbell Realty Company Selec…$30MThe Vmdo Architects P.C. Employee Pension PlanThe Vmdo Architects P.C. Emp…$30MDallas Symphony Orchestra Musicians 403(b) PlanDallas Symphony Orchestra Mu…$30MMidwest Eye Care 401(k) Plan$30MGreat Lakes Medical Imaging, LLC Profit Sharing 401(k) PlanGreat Lakes Medical Imaging,…$30M
End-of-year total assets ($M) among Dallas Symphony Orchestra Musicians 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN750705442
Plan Effective Date2022-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dallas Symphony Association, Inc.)

Sponsor-wide plan assets over time

All Dallas Symphony Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 33.42878338507825% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.5M $38.1M ▲ +33.4%
Year Plans Participants Total Assets
2022 2 190 $29M
2023 2 225 $33M
2024 2 216 $38M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Dallas Symphony Orchestra Musicians 403(b) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Dallas Symphony Orchestra Musicians 403(b) Plan, Total assets ($B): 0.029682753 · Participants: 89Dallas Symphony Orchestra Musicians 403(b) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Dallas Symphony Orchestra Musicians 403(b) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Dallas Symphony Orchestra Musicians 403(b) Plan side-by-side with 3 peers →

Dallas Symphony Orchestra Musicians 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Midwest Eye Care 401(k) Plan in NE ($30M); by covered participants it is Security Bancshares Inc Employee Stock Ownership Plan with 401(k) Provisions in KS (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Dallas Symphony Orchestra Musicians 403(b) Plan assets move in 2023? ▼
Dallas Symphony Orchestra Musicians 403(b) Plan grew at a solid clip - up 14.4% during 2023, from $26M to $30M. Reported net income was $4M.
How have Dallas Symphony Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dallas Symphony Association, Inc.'s sponsor-wide assets grew 33.4%, from $29M to $38M.
Where does Dallas Symphony Orchestra Musicians 403(b) Plan rank by assets among Form 5500 filers? ▼
Dallas Symphony Orchestra Musicians 403(b) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Dallas Symphony Orchestra Musicians 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midwest Eye Care 401(k) Plan in NE ($30M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Dallas Symphony Orchestra Musicians 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Security Bancshares Inc Employee Stock Ownership Plan with 401(k) Provisions in KS (89 participants, $21M 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 750705442.

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.