Other · DOL Form 5500 · 2024

North Carolina Symphony Society Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
81
Participants Small participant base
59th
Percentile by assets National rank
$143,434
Avg per participant Near avg balance/head
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Official DOL plan name: North Carolina Symphony Society DC Plan · Sponsored by North Carolina Symphony Society · North Carolina · Arts, Entertainment & Recreation

$12M in assets, 81 participants

North Carolina Symphony Society's North Carolina Symphony Society DC Plan reported $12M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #2,175 in Arts, Entertainment & Recreation (2,921 peers)

North Carolina Symphony Society multi-year trail

North Carolina Symphony Society's plans moved +15.1% in assets from 2022 to 2024; this filing shows North Carolina Symphony Society DC Plan at $12M / 81 participants.

#2,175
in Arts, Entertainment & Recreation (2,921 peers)
+0.4%
assets growth YoY

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

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

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

$11,618,144 Top 41% higher than 59% 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 DC 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 DC Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North Carolina Symphony Society DC Plan reported net income rose from -$742K in the plan year 2023 filing to $49K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

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

North Carolina Symphony Society DC Plan · $12M · 81 · 59th

  • EOY $12M
  • 5500 81
  • ASSETS 59th
  • PCT Other
  • EIN near The Marshall School DC Plan
  • RANK ind #2175

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 DC Plan in the asset neighbourhood

403(b) Thrift Plan for Employees of the Foraker Group403(b) Thrift Plan for Emplo…$12MNorth Carolina Symphony Society DC PlanNorth Carolina Symphony Soci…$12MThe Marshall School DC Plan$12MSouthern Oregon Head Start Retirement PlanSouthern Oregon Head Start R…$12MCapital of Texas Public Telecomm Council 403(b) DC PlanCapital of Texas Public Tele…$12M
End-of-year total assets ($M) among North Carolina Symphony Society DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

North Carolina Symphony Society multi-year asset trail

Sponsor-wide plan assets over time

All North Carolina Symphony Society 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 filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$49K
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 DC Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants North Carolina Symphony Society DC Plan, Total assets ($B): 0.011618144 · Participants: 81North Carolina Symphony Society DC 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 DC Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare North Carolina Symphony Society DC Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest Other by assets is The Marshall School DC Plan in MN ($12M); by covered participants it is The Washington Latin School Tax Deferred Annuity Plan in DC (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 DC Plan assets move in 2024? ▼
North Carolina Symphony Society DC Plan held essentially flat - up 0.4% during 2024, from $12M to $12M. Reported net income was $49K.
How have North Carolina Symphony Society plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Carolina Symphony Society's sponsor-wide assets grew 15.1%, from $19M to $22M.
Which Other plans are similar in size to North Carolina Symphony Society DC Plan? ▼
Among Other plans in other states, the closest by assets is The Marshall School DC Plan in MN ($12M, 93 participants).
Which Other plans cover a similar participant headcount to North Carolina Symphony Society DC Plan? ▼
Among Other plans in other states, the closest by covered participants is The Washington Latin School Tax Deferred Annuity Plan in DC (81 participants, $4M 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.