401(k) · DOL Form 5500 · 2023

Dallas Symphony Association, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
136
Participants Small participant base
37th
Percentile by assets National rank
$24,863
Avg per participant Low balance/head
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Official DOL plan name: Dallas Symphony Association Staff 403(b) Plan · Sponsored by Dallas Symphony Association, Inc. · Texas · Arts, Entertainment & Recreation

$3M in assets, 136 participants

Dallas Symphony Association, Inc.'s Dallas Symphony Association Staff 403(b) Plan reported $3M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,763 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Texas

Dallas Symphony Association Staff 403(b) Plan covers 136 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#1,763
in Arts, Entertainment & Recreation (2,945 peers)
+31.1%
assets growth YoY

Dallas Symphony Association Staff 403(b) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Dallas Symphony Association Staff 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,381,309 37th percentile higher than 37% of 127,068 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 2023

Dallas Symphony Association Staff 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dallas Symphony Association Staff 403(b) Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dallas Symphony Association Staff 403(b) Plan reported net income rose from -$809K in the plan year 2022 filing to $773K in the plan year 2023 filing.
  • Dallas Symphony Association Staff 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Dallas Symphony Association Staff 403(b) Plan reported participants rose from 125 in the plan year 2022 filing to 136 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 750705442 · Dallas Symphony Association, Inc. PY 2023 · 401(k)

Dallas Symphony Association Staff 403(b) Plan · $3M · 136 · 37th

  • NET $3M
  • NET 136
  • NET 37th
  • NET 401(k)
  • NET near Mgm Dental PC Profit Sharing Plan & Trust
  • NET ind #1763

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 Texas →

Dallas Symphony Association Staff 403(b) Plan in the asset neighbourhood

Dallas Symphony Association Staff 403(b) PlanDallas Symphony Association …$3MMgm Dental PC Profit Sharing Plan & TrustMgm Dental PC Profit Sharing…$3MPulmonary Associates of the Southeast 401(k) Profit Sharing PlanPulmonary Associates of the …$3M403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc.403(b) Thrift Plan for Emplo…$3MPioneer Memorial Retirement PlanPioneer Memorial Retirement …$3M
End-of-year total assets ($M) among Dallas Symphony Association Staff 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$773K
Employer EIN750705442
Plan Effective Date2019-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dallas Symphony Association, Inc.)

Sponsor-wide plan assets over time

All Dallas Symphony Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 33.42878338507825% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.5M $38.1M ▲ +33.4%
Year Plans Participants Total Assets
2022 2 190 $29M
2023 2 225 $33M
2024 2 216 $38M

Nearby 401(k) Plans in Texas

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

Dallas Symphony Association Staff 403(b) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Dallas Symphony Association Staff 403(b) Plan, Total assets ($B): 0.003381309 · Participants: 136Dallas Symphony Association Staff 403(b) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Dallas Symphony Association Staff 403(b) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Dallas Symphony Association Staff 403(b) Plan side-by-side with 3 peers →

Dallas Symphony Association Staff 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mgm Dental PC Profit Sharing Plan & Trust in MI ($3M); by covered participants it is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dallas Symphony Association Staff 403(b) Plan assets move in 2023? ▼
Dallas Symphony Association Staff 403(b) Plan surged - up 31.1% during 2023, from $3M to $3M. Reported net income was $773K.
How have Dallas Symphony Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dallas Symphony Association, Inc.'s sponsor-wide assets grew 33.4%, from $29M to $38M.
Which 401(k) plans are similar in size to Dallas Symphony Association Staff 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mgm Dental PC Profit Sharing Plan & Trust in MI ($3M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Dallas Symphony Association Staff 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 750705442.

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.