Other · DOL Form 5500 · 2024

San Francisco Symphony Corporation Retirement Plan

Data updated 2026-07-24

$87M
Total assets
591
Participants
89th
Percentile by assets
$147,343
Avg per participant
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Official DOL plan name: San Francisco Symphony Tsa Thrift Plan · Sponsored by San Francisco Symphony Corporation · California · Arts, Entertainment & Recreation

$87M in assets, 591 participants

San Francisco Symphony Corporation's San Francisco Symphony Tsa Thrift Plan reported $87M in total assets and 591 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 116,472 plans)

Where San Francisco Symphony Tsa Thrift Plan sits by assets

San Francisco Symphony Tsa Thrift Plan sits in the top quartile of all filed plans by assets, $87M for 591 participants (~$147,343/participant), up 10.5% in 2024.

$87M
total plan assets (2024 EOY)
591
covered participants
89th
percentile by assets (of 116,472 plans)
$147,343
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • San Francisco Symphony Tsa Thrift Plan reported net income fell from $13M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • San Francisco Symphony Tsa Thrift Plan end-of-year assets rose from $79M in the plan year 2023 filing to $87M in the plan year 2024 filing.

See the national 2023→2024 release diff →

San Francisco Symphony Tsa Thrift Plan vs the 2024 asset distribution

By assets, San Francisco Symphony Tsa Thrift Plan outranks 89% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$87M
Net Income$8M
Employer EIN941156284
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Francisco Symphony Corporation)

$100M$150M$200M$250M 202220232024 $179M $110M â–¼ -38.2%
Total plan assets by year, all San Francisco Symphony Corporation plans on file
Year Plans Participants Total Assets
2022 3 703 $179M
2023 3 703 $200M
2024 2 614 $110M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

San Francisco Symphony Tsa Thrift Plan vs. nearby Other plans in California, assets vs. participants

San Francisco Symphony Tsa Thrift Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants San Francisco Sympho…Stanford Contributor…Sutter Health 403(b)…Stanford Health Care…Caltech Base Retirem…University of Southe…
San Francisco Symphony Tsa Thrift Plan vs. nearby Other plans in California, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to San Francisco Symphony Tsa Thrift Plan by total assets, not by location.

Frequently Asked Questions

How did San Francisco Symphony Tsa Thrift Plan assets move in 2024?
San Francisco Symphony Tsa Thrift Plan grew at a solid clip - up 10.5% during 2024, from $79M to $87M. Reported net income was $8M.
How have San Francisco Symphony Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), San Francisco Symphony Corporation's sponsor-wide assets declined 38.2%, from $179M to $110M.
Where does San Francisco Symphony Tsa Thrift Plan rank by assets among Form 5500 filers?
San Francisco Symphony Tsa Thrift Plan ranks in the 89th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to San Francisco Symphony Tsa Thrift Plan?
Among Other plans in other states, the closest by assets is Windward School Retirement Plan in NY ($87M, 434 participants).

Scale reading

Ways to act on San Francisco Symphony Tsa Thrift Plan's numbers.

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 941156284.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.