401(k) · DOL Form 5500 · 2023

Cincinnati Symphony Orchestra 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets: 227
Participants Below avg headcount: 71st
Percentile by assets National rank: $78,782
Avg per participant Below avg balance/head

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Official DOL plan name: Cincinnati Symphony Orchestra 401(k) Plan · Sponsored by Cincinnati Symphony Orchestra · Ohio · Arts, Entertainment & Recreation

$18M in assets, 227 participants

Cincinnati Symphony Orchestra's Cincinnati Symphony Orchestra 401(k) Plan reported $18M in total assets and 227 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

#2,422 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Ohio

Cincinnati Symphony Orchestra 401(k) Plan covers 227 participants in Ohio, about 30% of the average Ohio filer (state average ~765 per filing). Assets: $18M.

#2,422
in Arts, Entertainment & Recreation (2,945 peers): +113.3%
assets growth YoY

Cincinnati Symphony Orchestra 401(k) Plan's outsized position by total assets

Cincinnati Symphony Orchestra 401(k) Plan vs every filed plan by assets

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

$17,883,584 Top 29% higher than 71% 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

Cincinnati Symphony Orchestra 401(k) 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. Cincinnati Symphony Orchestra 401(k) Plan sits mid-pack in the medium band (227 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 310537080 · Cincinnati Symphony Orchestra PY 2023 · 401(k)

Cincinnati Symphony Orchestra 401(k) Plan · $18M · 227 · 71st

NET $18M
NET 227
NET 71st
NET 401(k)
NET near Jae Savings and Retirement Plan
NET ind #2422

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 Ohio →

End-of-year total assets ($M) among Cincinnati Symphony Orchestra 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$18M
Net Income	$10M
Employer EIN	310537080
Plan Effective Date	2023-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cincinnati Symphony Orchestra)

Latest sponsor-wide plan assets: $23M 408.7748693021009% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	408	$4M
2023	3	689	$26M
2024	1	1,071	$23M

Nearby 401(k) Plans in Ohio

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

Cincinnati Symphony Orchestra 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Cincinnati Symphony Orchestra 401(k) Plan side-by-side with 3 peers →

Cincinnati Symphony Orchestra 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Jae Savings and Retirement Plan in CA ($18M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Jae Savings and Retirement Plan (CA) $18M · 238
Hka Enterprises 401(k) Retirement Savings Plan (SC) $18M · 2,550
Eharmony, Inc. 401(k) Plan (CA) $18M · 26
Hallmark Aviation Services, LP 401(k) Plan (CA) $18M · 899

Similar participant headcount

Nearest other-state filings by covered participants (227 participants); asset peers above are excluded.

Care Hawaii, Inc. 401(k) Retirement Savings Plan (HI) 227 · 0 off
Meier-Badger 401(k) Retirement Savings Plan (WI) 227 · 0 off
Arrowhead Dental Laboratories, Inc. 401(k) Retirement Savings Plan (UT) 227 · 0 off
Bbp Retirement Savings Plan (MI) 227 · 0 off

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 Cincinnati Symphony Orchestra 401(k) Plan assets move in 2023? ▼

Cincinnati Symphony Orchestra 401(k) Plan surged - up 113.3% during 2023, from $8M to $18M. Reported net income was $10M.

How have Cincinnati Symphony Orchestra plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cincinnati Symphony Orchestra's sponsor-wide assets grew 408.8%, from $4M to $23M.

Which 401(k) plans are similar in size to Cincinnati Symphony Orchestra 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Jae Savings and Retirement Plan in CA ($18M, 238 participants).

Which 401(k) plans cover a similar participant headcount to Cincinnati Symphony Orchestra 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants, $2M 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 310537080.