Other · DOL Form 5500 · 2024
Philharmonic Symphony Society of New York Retirement Plan
Data updated 2026-08-11
- $75M
- Total assets
- 204
- Participants
- 88th
- Percentile by assets
- $369,197
- Avg per participant
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.
- 88th percentile by assets (of 123,622 plans)
- #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.
- $75M
- total plan assets (2024 EOY)
- 204
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $369,197
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. New York Philharmonic 403(b) Retirement Plan reports 204 participants - about 26% of that state average ($75M EOY assets).
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)
| 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.
New York Philharmonic 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to New York Philharmonic 403(b) Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did New York Philharmonic 403(b) Retirement Plan assets move in 2024? ▼
How have Philharmonic Symphony Society of New York plan assets changed over time? ▼
Where does New York Philharmonic 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on New York Philharmonic 403(b) Retirement Plan's numbers.
- By total assets, New York Philharmonic 403(b) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Philharmonic Symphony Society of New York's sponsor-wide assets have grown 23.5% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans