401(k) · DOL Form 5500 · 2024

Symphony Corporation 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
120
Participants Small participant base
55th
Percentile by assets National rank
$81,808
Avg per participant Below avg balance/head
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Official DOL plan name: Symphony Corporation Retirement Savings Plan · Sponsored by Symphony Corporation · Wisconsin · Professional & Technical Services

$10M in assets, 120 participants

Symphony Corporation's Symphony Corporation Retirement Savings Plan reported $10M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,815 in Professional & Technical Services (20,173 peers)

Coverage in Wisconsin

Symphony Corporation Retirement Savings Plan covers 120 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $10M.

#10,815
in Professional & Technical Services (20,173 peers)
+8.2%
assets growth YoY

Symphony Corporation Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Symphony Corporation Retirement Savings Plan vs every filed plan by assets

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

$9,816,982 Top 45% higher than 55% 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

Symphony Corporation Retirement Savings Plan 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. Symphony Corporation Retirement Savings Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Symphony Corporation Retirement Savings Plan reported net income fell from $1M in the plan year 2023 filing to $986K in the plan year 2024 filing.
  • Symphony Corporation Retirement Savings Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Symphony Corporation Retirement Savings Plan reported participants rose from 116 in the plan year 2023 filing to 120 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391882117 · Symphony Corporation PY 2024 · 401(k)

Symphony Corporation Retirement Savings Plan · $10M · 120 · 55th

  • PCT $10M
  • PCT 120
  • PCT 55th
  • PCT 401(k)
  • PCT near The 401(k) Maneuver Pooled Employer Plan
  • PCT ind #10815

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Symphony Corporation Retirement Savings Plan in the asset neighbourhood

Symphony Corporation Retirement Savings PlanSymphony Corporation Retirem…$10MThe 401(k) Maneuver Pooled Employer PlanThe 401(k) Maneuver Pooled E…$10MIes 401(k) Plan$10MOhio Real Title Agency, LLC 401(k) Profit Sharing Plan and TrustOhio Real Title Agency, LLC …$10MNfo, Inc. 401(k) Retirement Savings PlanNfo, Inc. 401(k) Retirement …$10M
End-of-year total assets ($M) among Symphony Corporation Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$986K
Employer EIN391882117
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Symphony Corporation)

Sponsor-wide plan assets over time

All Symphony Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$10M 28.198748776873046% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.66M $9.82M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 105 $8M
2023 1 116 $9M
2024 1 120 $10M

Nearby 401(k) Plans in Wisconsin

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

Symphony Corporation Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Symphony Corporation Retirement Savings Plan, Total assets ($B): 0.009816982 · Participants: 120Symphony Corporation Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Symphony Corporation Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Symphony Corporation Retirement Savings Plan side-by-side with 3 peers →

Symphony Corporation Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The 401(k) Maneuver Pooled Employer Plan in IA ($10M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 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 (120 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 Symphony Corporation Retirement Savings Plan assets move in 2024? ▼
Symphony Corporation Retirement Savings Plan grew at a solid clip - up 8.2% during 2024, from $9M to $10M. Reported net income was $986K.
How have Symphony Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Symphony Corporation's sponsor-wide assets grew 28.2%, from $8M to $10M.
Which 401(k) plans are similar in size to Symphony Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The 401(k) Maneuver Pooled Employer Plan in IA ($10M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Symphony Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants, $738K 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 391882117.

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.