Other · DOL Form 5500 · 2024

Chicago Symphony Orchestra Association Retirement Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size: 133
Participants Small participant base: 79th
Percentile by assets National rank: $257,384
Avg per participant Above avg balance/head

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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.

#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.

#2,555
in Arts, Entertainment & Recreation (2,921 peers): +11.8%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees's outsized position by total assets

Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$34,232,044 Top 21% higher than 79% 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

Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees 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. Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees sits mid-pack in the medium band (133 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

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 →

Published 5500 schedule card

Filing strip 362167823 · Chicago Symphony Orchestra Association PY 2024 · Other

Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees · $34M · 133 · 79th

VS-ST $34M
VS-ST 133
VS-ST 79th
VS-ST Other
VS-ST near By the Bay Health 403(b) Plan
VS-ST ind #2555

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 Illinois →

End-of-year total assets ($M) among Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

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)

Latest sponsor-wide plan assets: $50M 23.59406432207513% vs 2022; 2024 filing year

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 403(b) Plan for Administrative Employees side-by-side with 3 peers →

Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is By the Bay Health 403(b) Plan in CA ($34M); by covered participants it is Community Care Services 403(b) Plan in MI (133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

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

Similar participant headcount

Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.

Community Care Services 403(b) Plan (MI) 133 · 0 off
Jewish Community Center in Manhattan 403(b) Defined Contribution Plan (NY) 133 · 0 off
Toyota De Puerto Rico Corp. Savings and Investment Plan (PR) 133 · 0 off
Link Associates Employer 403b Retirement Plan (IA) 133 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).

Which Other plans cover a similar participant headcount to Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees? ▼

Among Other plans in other states, the closest by covered participants is Community Care Services 403(b) Plan in MI (133 participants, $3M in assets).

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.