Other · DOL Form 5500 · 2024

Kansas City Symphony Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
106
Participants Small participant base
65th
Percentile by assets National rank
$146,019
Avg per participant Above avg balance/head
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Official DOL plan name: Kansas City Symphony 403(b) Retirement Plan · Sponsored by Kansas City Symphony · Missouri · Arts, Entertainment & Recreation

$15M in assets, 106 participants

Kansas City Symphony's Kansas City Symphony 403(b) Retirement Plan reported $15M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #2,309 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Missouri

Kansas City Symphony 403(b) Retirement Plan covers 106 participants in Missouri, about 14% of the average Missouri filer (state average ~737 per filing). Assets: $15M.

#2,309
in Arts, Entertainment & Recreation (2,921 peers)
+13.7%
assets growth YoY

Kansas City Symphony 403(b) Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Kansas City Symphony 403(b) Retirement Plan vs every filed plan by assets

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

$15,477,986 Top 35% higher than 65% of 123,620 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 2024

Kansas City Symphony 403(b) Retirement 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. Kansas City Symphony 403(b) Retirement Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kansas City Symphony 403(b) Retirement Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Kansas City Symphony 403(b) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Kansas City Symphony 403(b) Retirement Plan reported participants rose from 102 in the plan year 2023 filing to 106 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 431297475 · Kansas City Symphony PY 2024 · Other

Kansas City Symphony 403(b) Retirement Plan · $15M · 106 · 65th

  • PHOTO $15M
  • IND 106
  • EOY 65th
  • 5500 Other
  • ASSETS near Center for Sustainable Energy
  • PCT ind #2309

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 Missouri →

Kansas City Symphony 403(b) Retirement Plan in the asset neighbourhood

Falcons Landing 403(b) Plan$15MKansas City Symphony 403(b) Retirement PlanKansas City Symphony 403(b) …$15MCenter for Sustainable Energy$15MBeaumont Retirement Services, Inc. 403(b) Retirement Savings PlanBeaumont Retirement Services…$15MStarfish Family Services, Inc. DC PlanStarfish Family Services, In…$15M
End-of-year total assets ($M) among Kansas City Symphony 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN431297475
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kansas City Symphony)

Sponsor-wide plan assets over time

All Kansas City Symphony plans reported in each filing year

Latest sponsor-wide plan assets
$15M 30.34383248604432% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.9M $15.5M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 104 $12M
2023 1 102 $14M
2024 1 106 $15M

Nearby Other Plans in Missouri

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

Kansas City Symphony 403(b) Retirement Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Kansas City Symphony 403(b) Retirement Plan, Total assets ($B): 0.015477986 · Participants: 106Kansas City Symphony 403(b) Retirement PlanWashington University Retirement Savings Plan, Total assets ($B): 7.483617782 · Participants: 26975Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 1.11706285 · Participants: 9184Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanCox Savings Incentive Plan, Total assets ($B): 0.963703766 · Participants: 13001Cox Savings Incentive PlanSaint Louis University 403(b) Annuity Plan, Total assets ($B): 0.962438566 · Participants: 4219Saint Louis University 403(b) Annuity PlanUniversity Health 403(b) Plan, Total assets ($B): 0.296716037 · Participants: 4646University Health 403(b) Plan
Kansas City Symphony 403(b) Retirement Plan vs. nearby Other plans in Missouri, assets vs. participants

Kansas City Symphony 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Center for Sustainable Energy in CA ($15M); by covered participants it is 403(b) Thrift Plan of Human Development Commission in MI (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (106 participants); asset peers above are excluded.

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 Kansas City Symphony 403(b) Retirement Plan assets move in 2024?
Kansas City Symphony 403(b) Retirement Plan grew at a solid clip - up 13.7% during 2024, from $14M to $15M. Reported net income was $2M.
How have Kansas City Symphony plan assets changed over time?
Across 3 plan years on file (2022-2024), Kansas City Symphony's sponsor-wide assets grew 30.3%, from $12M to $15M.
Which Other plans are similar in size to Kansas City Symphony 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Center for Sustainable Energy in CA ($15M, 264 participants).
Which Other plans cover a similar participant headcount to Kansas City Symphony 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Human Development Commission in MI (106 participants, $3M in assets).