Other · DOL Form 5500 · 2024

Chicago Symphony Orchestra Association Retirement Plan

Data updated 2026-08-11

$34M
Total assets: 133
Participants: 79th
Percentile by assets: $257,384
Avg per participant

Official DOL plan name: Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees · Sponsored by Chicago Symphony Orchestra Association · Illinois · Arts, Entertainment & Recreation

$34M in assets, 133 participants

Chicago Symphony Orchestra Association's Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees reported $34M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

79th percentile by assets (of 123,622 plans)
#2,555 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Illinois

Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees covers 133 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $34M.

$34M
total plan assets (2024 EOY): 133
covered participants: 79th
percentile by assets (of 123,622 plans): $257,384
avg assets per participant

Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees end-of-year assets rose from $31M in the plan year 2023 filing to $34M in the plan year 2024 filing.
Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees reported participants rose from 128 in the plan year 2023 filing to 133 in the plan year 2024 filing.
Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Illinois

Industry

Arts, Entertainment & Recreation

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees reports 133 participants - about 17% of that state average ($34M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)	$31M
Net Assets (End of Year)	$34M
Net Income	$4M
Employer EIN	362167823
Plan Effective Date	2006-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Chicago Symphony Orchestra Association)

Total plan assets by year, all Chicago Symphony Orchestra Association plans on file

Year	Plans	Participants	Total Assets
2022	2	156	$40M
2023	2	155	$45M
2024	2	160	$50M

Nearby Other Plans in Illinois

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

Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees vs. nearby Other plans in Illinois, assets vs. participants

Northwestern University Retirement Plan $4.4B · 9,328
The University of Chicago Contributory Retirement Plan $3.8B · 5,144
Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.1B · 13,718
The University of Chicago Supplemental Retirement Plan $1.9B · 8,635
Rush University Medical Center 403(b) Retirement Savings Plan $1.8B · 13,592

Compare Chicago Symphony Orchestra Association 4… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees by total assets, not by location.

By the Bay Health 403(b) Plan (CA) $34M · 387
West Virginia University Medical Corp. Charleston Division Retirement Plan (WV) $34M · 111
Anderson Regional Medical Center 403(b) Plan (MS) $34M · 1,645
Greater Atlanta Christian Schools, Inc. Retirement Plan (GA) $34M · 472

Frequently Asked Questions

How did Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees assets move in 2024? ▼

Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees grew at a solid clip - up 11.8% during 2024, from $31M to $34M. Reported net income was $4M.

How have Chicago Symphony Orchestra Association plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Chicago Symphony Orchestra Association's sponsor-wide assets grew 23.6%, from $40M to $50M.

Where does Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees rank by assets among Form 5500 filers? ▼

Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees ranks in the 79th percentile by end-of-year assets among 123,622 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 Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees? ▼

Among Other plans in other states, the closest by assets is By the Bay Health 403(b) Plan in CA ($34M, 387 participants).

Next read for Chicago Symphony Orchestra Association 4…

Filing takeaways

Ways to act on Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees's numbers.

By total assets, Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees 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 Illinois. Compare plans
Chicago Symphony Orchestra Association's sponsor-wide assets have grown 23.6% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans

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 362167823.