Other · DOL Form 5500 · 2024
Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 201
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $51,201
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra · Sponsored by Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra · Florida · Other Services
$10M in assets, 201 participants
Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra's 403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra reported $10M in total assets and 201 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #5,780 in Other Services (7,719 peers)
Coverage in Florida
403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra covers 201 participants in Florida, about 32% of the average Florida filer (state average ~628 per filing). Assets: $10M.
- #5,780
- in Other Services (7,719 peers)
- +23.7%
- assets growth YoY
403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra's mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,291,492 Top 44% higher than 56% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra sits mid-pack in the medium band (201 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra reported participants rose from 165 in the plan year 2023 filing to 201 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 592603081 · Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra PY 2024 · Other
403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra · $10M · 201 · 56th
- VS-ST $10M
- VS-ST 201
- VS-ST 56th
- VS-ST Other
- VS-ST near Brighton Center 403b Employer-Sponsored Plan
- VS-ST ind #5780
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 Florida →
403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 592603081 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra)
Sponsor-wide plan assets over time
All Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 51.3537060104741% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $7M |
| 2023 | 1 | 165 | $8M |
| 2024 | 1 | 201 | $10M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Brighton Center 403b Employer-Sponsored Plan in TX ($10M); by covered participants it is Mckenzie County Healthcare Systems, Inc. 403(b) Plan in ND (201 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (201 participants); asset peers above are excluded.
- Mckenzie County Healthcare Systems, Inc. 403(b) Plan (ND) 201 · 0 off
- Greater Minnesota Family Services 403(b) Plan (MN) 201 · 0 off
- Mitchell College Retirement Plan (CT) 201 · 0 off
- Pinewood-Oakwood School 403(b) Retirement Plan (CA) 201 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.