Other
2023 plan-year Other DOL Form 5500

Minnesota Orchestral Association Pension Plan for Musicians

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Minnesota Orchestral Association · Minnesota · Arts, Entertainment & Recreation

What the 2023 filing shows

Minnesota Orchestral Association Pension Plan for Musicians holds $6M for 2 participants — about $3.2M per participant, down 8.1% over the 2023 plan year.

$6M
total plan assets (2023 EOY)
2
covered participants
$3.2M
avg assets per participant
-8.1%
assets change YoY

The plan reported a net loss of $559K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$6M
Participants
2
State
Industry
Arts, Entertainment & Recreation

What the Filing Says About Minnesota Orchestral Association Pension Plan for Musicians

Minnesota Orchestral Association Pension Plan for Musicians is a Other retirement plan sponsored by Minnesota Orchestral Association, headquartered in Minnesota. As of the 2023 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 2 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 410693875, and the plan has been effective since 1962-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2023 to $6M at year-end — a decline of 8.1%. Net assets (after liabilities) closed the year at $6M, with reported net income of $-559,084 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$7M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$-559,084
Plan TypeOther
Employer EIN410693875
Plan Effective Date1962-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Minnesota Orchestral Association)

Year Plans Participants Total Assets
2022 2 254 $17M
2023 2 278 $19M
2024 1 257 $14M

Nearby Other Plans in Minnesota

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

Frequently Asked Questions

How much money is in the Minnesota Orchestral Association Pension Plan for Musicians?
As of the 2023 Form 5500 filing, Minnesota Orchestral Association Pension Plan for Musicians holds $6M in total assets with 2 participants. It is sponsored by Minnesota Orchestral Association.
What type of plan is Minnesota Orchestral Association Pension Plan for Musicians?
Minnesota Orchestral Association Pension Plan for Musicians is a Other plan. It has been effective since 1962-10-01. The plan is filed with the U.S. Department of Labor under EIN 410693875.
Who sponsors the Minnesota Orchestral Association Pension Plan for Musicians?
Minnesota Orchestral Association Pension Plan for Musicians is sponsored by Minnesota Orchestral Association, located in Minnesota. The sponsor's EIN is 410693875 and the plan operates in the Arts, Entertainment & Recreation industry.
How did Minnesota Orchestral Association Pension Plan for Musicians perform in 2023?
Minnesota Orchestral Association Pension Plan for Musicians declined by 8.1% during 2023, moving from $7M to $6M in total assets. Net income was $-559,084.
Where can I find official filings for Minnesota Orchestral Association Pension Plan for Musicians?
Official Form 5500 filings for Minnesota Orchestral Association Pension Plan for Musicians are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 410693875 or plan name at efast.dol.gov.
How does Minnesota Orchestral Association Pension Plan for Musicians compare to other plans?
You can compare Minnesota Orchestral Association Pension Plan for Musicians against other Other plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 410693875.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.