Defined Benefit (Pension) · DOL Form 5500 · 2023

The Baltimore Symphony Orchestra, Inc. Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
22
Participants Small participant base
68th
Percentile by assets National rank
$723,570
Avg per participant High balance/head
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Official DOL plan name: The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and Trust · Sponsored by The Baltimore Symphony Orchestra, Inc. · Maryland · Arts, Entertainment & Recreation

$16M in assets, 22 participants

The Baltimore Symphony Orchestra, Inc.'s The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and Trust reported $16M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #2,382 in Arts, Entertainment & Recreation (2,945 peers)

What the 2023 filing shows

The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and Trust holds $16M for 22 participants - about $723,570 per participant, above the median plan by assets.

#2,382
in Arts, Entertainment & Recreation (2,945 peers)
+7.8%
assets growth YoY

The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and Trust's outsized position by total assets

The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and Trust vs every filed plan by assets

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

$15,918,546 Top 32% higher than 68% 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

The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and Trust is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and Trust reported net income rose from -$185K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and Trust reported participants fell from 25 in the plan year 2022 filing to 22 in the plan year 2023 filing.
  • The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and Trust end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 520629696 · The Baltimore Symphony Orchestra, Inc. PY 2023 · Defined Benefit (Pension)

The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and Trust · $16M · 22 · 68th

  • IND $16M
  • IND 22
  • IND 68th
  • IND Defined Benefit (Pension)
  • IND near Gesa Credit Union Cash Balance Defined Benefit Plan and Trust
  • IND ind #2382

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 Maryland →

The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and Trust in the asset neighbourhood

Natural Gas Solutions North America Pension PlanNatural Gas Solutions North …$16MThe Newhall Land and Farming Co Retirement PlanThe Newhall Land and Farming…$16MThe Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and TrustThe Baltimore Symphony Orche…$16MGesa Credit Union Cash Balance Defined Benefit Plan and TrustGesa Credit Union Cash Balan…$16MLocal 804 Pension Fund$16M
End-of-year total assets ($M) among The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN520629696
Plan Effective Date1978-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Baltimore Symphony Orchestra, Inc.)

Sponsor-wide plan assets over time

All The Baltimore Symphony Orchestra, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 7.843046394495275% vs 2022
2023 filing year
$14.5M$15M$15.5M$16M$16.5M 20222023 $14.8M $15.9M ▲ +7.9%
Year Plans Participants Total Assets
2022 1 25 $15M
2023 1 22 $16M

Nearby Defined Benefit (Pension) Plans in Maryland

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and Trust, Total assets ($B): 0.015918546 · Participants: 22The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and TrustNational Electrical Benefit Fund, Total assets ($B): 18.88881693 · Participants: 323315National Electrical Benefit FundLockheed Martin Corporation Salaried Employee Retirement Program, Total assets ($B): 18.434547593 · Participants: 19673Lockheed Martin Corporation Salaried Employee Retirement ProgramMajor League Baseball Players Pension Plan, Total assets ($B): 4.648661647 · Participants: 1087Major League Baseball Players Pension PlanNational Automatic Sprinkler Industry Pension Fund, Total assets ($B): 4.493297428 · Participants: 15047National Automatic Sprinkler Industry Pension FundInternational Painters and Allied Trades Industry Pension Plan, Total assets ($B): 4.223547088 · Participants: 44973International Painters and Allied Trades Industry Pension Plan
The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants
Compare The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and Trust side-by-side with 3 peers →

The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Maryland, the nearest Defined Benefit (Pension) by assets is Gesa Credit Union Cash Balance Defined Benefit Plan and Trust in WA ($16M); by covered participants it is Tri-County Eye Institute, Inc. Defined Benefit Pension Plan in CA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and Trust assets move in 2023? ▼
The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and Trust grew at a solid clip - up 7.8% during 2023, from $15M to $16M. Reported net income was $1M.
How have The Baltimore Symphony Orchestra, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Baltimore Symphony Orchestra, Inc.'s sponsor-wide assets grew 7.8%, from $15M to $16M.
Which Defined Benefit (Pension) plans are similar in size to The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gesa Credit Union Cash Balance Defined Benefit Plan and Trust in WA ($16M, 579 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tri-County Eye Institute, Inc. Defined Benefit Pension Plan in CA (22 participants, N/A 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 520629696.

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.