Other · DOL Form 5500 · 2024
San Francisco Symphony Corporation Retirement Plan
Data updated 2026-08-25
- $87M
- Total assets Below avg plan size
- 591
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $147,343
- Avg per participant Above avg balance/head
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.
- #2,765 in Arts, Entertainment & Recreation (2,921 peers)
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.
- #2,765
- in Arts, Entertainment & Recreation (2,921 peers)
- +10.5%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
San Francisco Symphony Tsa Thrift Plan's outsized position by total assets
San Francisco Symphony Tsa Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$87,079,942 Top 11% higher than 89% 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
San Francisco Symphony Tsa Thrift 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. San Francisco Symphony Tsa Thrift Plan sits mid-pack in the medium band (591 participants).
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.
Published 5500 schedule card
Filing strip 941156284 · San Francisco Symphony Corporation PY 2024 · Other
San Francisco Symphony Tsa Thrift Plan · $87M · 591 · 89th
- VS-ST $87M
- VS-ST 591
- VS-ST 89th
- VS-ST Other
- VS-ST near Windward School Retirement Plan
- VS-ST ind #2765
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 California →
San Francisco Symphony Tsa Thrift Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | $8M |
| Employer EIN | 941156284 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Francisco Symphony Corporation)
Sponsor-wide plan assets over time
All San Francisco Symphony Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $218M 22.122092186122238% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 703 | $179M |
| 2023 | 3 | 703 | $200M |
| 2024 | 3 | 695 | $218M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
San Francisco Symphony Tsa Thrift Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Windward School Retirement Plan in NY ($87M); by covered participants it is Sidney Health Center Pension Plan in MT (591 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($87M here).
Similar participant headcount
Nearest other-state filings by covered participants (591 participants); asset peers above are excluded.
- Sidney Health Center Pension Plan (MT) 591 · 0 off
- Memphis Goodwill Inc. 403b Retirement Plan (TN) 591 · 0 off
- Road Scholar Retirement Plan (MA) 591 · 0 off
- Sarah Lawrence College 403(b) Retirement Plan (NY) 592 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.