Other · DOL Form 5500 · 2024

North Carolina Symphony Society Tda Plan Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
79
Participants Small participant base
57th
Percentile by assets National rank
$136,364
Avg per participant Near avg balance/head
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Official DOL plan name: North Carolina Symphony Society Tda Plan · Sponsored by North Carolina Symphony Society Tda Plan · North Carolina · Arts, Entertainment & Recreation

$11M in assets, 79 participants

North Carolina Symphony Society Tda Plan's North Carolina Symphony Society Tda Plan reported $11M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #2,136 in Arts, Entertainment & Recreation (2,921 peers)

North Carolina Symphony Society Tda Plan multi-year trail

North Carolina Symphony Society Tda Plan's plans moved +15.1% in assets from 2022 to 2024; this filing shows North Carolina Symphony Society Tda Plan at $11M / 79 participants.

#2,136
in Arts, Entertainment & Recreation (2,921 peers)
+7.8%
assets growth YoY

North Carolina Symphony Society Tda Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

North Carolina Symphony Society Tda Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,772,771 Top 43% higher than 57% of 123,620 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 2024

North Carolina Symphony Society Tda Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Carolina Symphony Society Tda Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North Carolina Symphony Society Tda Plan reported net income fell from $1M in the plan year 2023 filing to $776K in the plan year 2024 filing.
  • North Carolina Symphony Society Tda Plan reported participants fell from 93 in the plan year 2023 filing to 79 in the plan year 2024 filing.
  • North Carolina Symphony Society Tda Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 560556755 · North Carolina Symphony Society Tda Plan PY 2024 · Other

North Carolina Symphony Society Tda Plan · $11M · 79 · 57th

  • EIN $11M
  • EIN 79
  • EIN 57th
  • EIN Other
  • EIN near 403(b) Thrift Plan for Employees of Vistability
  • EIN ind #2136

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 North Carolina →

North Carolina Symphony Society Tda Plan in the asset neighbourhood

Early Childhood Development Co, LLC 403b DC PlanEarly Childhood Development …$11MNorth Carolina Symphony Society Tda PlanNorth Carolina Symphony Soci…$11M403(b) Thrift Plan for Employees of Vistability403(b) Thrift Plan for Emplo…$11MMetro Housing Boston 403(b) PlanMetro Housing Boston 403(b) …$11MRural Health Resources of Jackson County Inc. Dba Holton Community Hospital Tax Deferred Annuity PlanRural Health Resources of Ja…$11M
End-of-year total assets ($M) among North Carolina Symphony Society Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

North Carolina Symphony Society Tda Plan multi-year asset trail

Sponsor-wide plan assets over time

All North Carolina Symphony Society Tda Plan plans reported in each filing year

Latest sponsor-wide plan assets
$22M 15.107448592153089% vs 2022
2024 filing year
$19M$20M$21M$22M$23M 202220232024 $19.5M $22.4M ▲ +15.1%
Year Plans Participants Total Assets
2022 2 154 $19M
2023 2 174 $22M
2024 2 160 $22M

North Carolina Symphony Society Tda Plan filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$776K
Employer EIN560556755
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in North Carolina

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

North Carolina Symphony Society Tda Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants North Carolina Symphony Society Tda Plan, Total assets ($B): 0.010772771 · Participants: 79North Carolina Symphony Society Tda PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 11.044676648 · Participants: 48377The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.642720552 · Participants: 19745Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.62454492 · Participants: 13533The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.889362028 · Participants: 3215Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.510802535 · Participants: 4913Caromont Health, Inc. Retirement Savings Plan
North Carolina Symphony Society Tda Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare North Carolina Symphony Society Tda Plan side-by-side with 3 peers →

North Carolina Symphony Society Tda Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is 403(b) Thrift Plan for Employees of Vistability in CA ($11M); by covered participants it is West Side Montessori School 403(b) Defined Contribution Retirement Plan in NY (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did North Carolina Symphony Society Tda Plan assets move in 2024? ▼
North Carolina Symphony Society Tda Plan grew at a solid clip - up 7.8% during 2024, from $10M to $11M. Reported net income was $776K.
How have North Carolina Symphony Society Tda Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Carolina Symphony Society Tda Plan's sponsor-wide assets grew 15.1%, from $19M to $22M.
Which Other plans are similar in size to North Carolina Symphony Society Tda Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Vistability in CA ($11M, 296 participants).
Which Other plans cover a similar participant headcount to North Carolina Symphony Society Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is West Side Montessori School 403(b) Defined Contribution Retirement Plan in NY (79 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560556755.

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.