Other · DOL Form 5500 · 2024
Philharmonic Symphony Society of New York Retirement Plan
Data updated 2026-08-25
- $75M
- Total assets Below avg plan size
- 204
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $369,197
- Avg per participant High balance/head
Official DOL plan name: New York Philharmonic 403(b) Retirement Plan · Sponsored by Philharmonic Symphony Society of New York · New York · Arts, Entertainment & Recreation
$75M in assets, 204 participants
Philharmonic Symphony Society of New York's New York Philharmonic 403(b) Retirement Plan reported $75M in total assets and 204 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #2,742 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in New York
New York Philharmonic 403(b) Retirement Plan covers 204 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $75M.
- #2,742
- in Arts, Entertainment & Recreation (2,921 peers)
- +12.4%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
New York Philharmonic 403(b) Retirement Plan's outsized position by total assets
New York Philharmonic 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$75,316,100 Top 12% higher than 88% 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
New York Philharmonic 403(b) Retirement 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. New York Philharmonic 403(b) Retirement Plan sits mid-pack in the medium band (204 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New York Philharmonic 403(b) Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- New York Philharmonic 403(b) Retirement Plan end-of-year assets rose from $67M in the plan year 2023 filing to $75M in the plan year 2024 filing.
- New York Philharmonic 403(b) Retirement Plan reported participants rose from 195 in the plan year 2023 filing to 204 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 131664054 · Philharmonic Symphony Society of New York PY 2024 · Other
New York Philharmonic 403(b) Retirement Plan · $75M · 204 · 88th
- BOOK $75M
- BOOK 204
- BOOK 88th
- BOOK Other
- BOOK near The Buckley School Defined Contribution Plan
- BOOK ind #2742
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 New York →
New York Philharmonic 403(b) Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | $8M |
| Employer EIN | 131664054 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Philharmonic Symphony Society of New York)
Sponsor-wide plan assets over time
All Philharmonic Symphony Society of New York plans reported in each filing year
- Latest sponsor-wide plan assets
- $159M 23.52844067639031% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 272 | $129M |
| 2023 | 3 | 305 | $149M |
| 2024 | 3 | 312 | $159M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
New York Philharmonic 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is The Buckley School Defined Contribution Plan in CA ($75M); by covered participants it is Step Up Suncoast, Inc. 403(b) Plan in FL (204 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75M here).
- The Buckley School Defined Contribution Plan (CA) $75M · 196
- Shady Side Academy Retirement Plan (PA) $75M · 300
- Viewpoint Educational Foundation 403(b)Plan (CA) $75M · 305
- University of Dubuque Employees' 403(b) Plan (IA) $75M · 669
Similar participant headcount
Nearest other-state filings by covered participants (204 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.