Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of Chicago Symphony Orchestra Pension Plan Pension Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
83
Participants Small participant base
87th
Percentile by assets National rank
$763,266
Avg per participant High balance/head
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Official DOL plan name: Chicago Symphony Orchestra Pension Plan · Sponsored by Board of Trustees of Chicago Symphony Orchestra Pension Plan · Illinois · Arts, Entertainment & Recreation

$63M in assets, 83 participants

Board of Trustees of Chicago Symphony Orchestra Pension Plan's Chicago Symphony Orchestra Pension Plan reported $63M in total assets and 83 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,710 in Arts, Entertainment & Recreation (2,921 peers)

Where Chicago Symphony Orchestra Pension Plan sits by assets

Chicago Symphony Orchestra Pension Plan sits in the top quartile of all filed plans by assets, $63M for 83 participants (~$763,266/participant), up 6.0% in 2024.

#2,710
in Arts, Entertainment & Recreation (2,921 peers)
+6.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Chicago Symphony Orchestra Pension Plan's outsized position by total assets

Chicago Symphony Orchestra Pension Plan vs every filed plan by assets

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

$63,351,078 Top 13% higher than 87% 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

Chicago Symphony Orchestra Pension Plan among smaller 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 Pension Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chicago Symphony Orchestra Pension Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Chicago Symphony Orchestra Pension Plan end-of-year assets rose from $60M in the plan year 2023 filing to $63M in the plan year 2024 filing.
  • Chicago Symphony Orchestra Pension Plan reported participants fell from 87 in the plan year 2023 filing to 83 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 362859355 · Board of Trustees of Chicago Symphony Orchestra Pension Plan PY 2024 · Defined Benefit (Pension)

Chicago Symphony Orchestra Pension Plan · $63M · 83 · 87th

  • PHOTO $63M
  • PHOTO 83
  • PHOTO 87th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Boston Childrens Heart Foundation, Inc. Defined Benefit Pension Plan
  • PHOTO ind #2710

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 →

Chicago Symphony Orchestra Pension Plan in the asset neighbourhood

Chicago Symphony Orchestra Pension PlanChicago Symphony Orchestra P…$63MBoston Childrens Heart Foundation, Inc. Defined Benefit Pension PlanBoston Childrens Heart Found…$63MM.S.S.a.-I.L.a. Pension Plan$63MVantiva USA Inc. Pension Plan for EmployeesVantiva USA Inc. Pension Pla…$63MUnited Mine Workers of America 1974 Pension Trust Employees' Pension PlanUnited Mine Workers of Ameri…$63M
End-of-year total assets ($M) among Chicago Symphony Orchestra Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$63M
Net Income$4M
Employer EIN362859355
Plan Effective Date1973-09-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Chicago Symphony Orchestra Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees of Chicago Symphony Orchestra Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$63M 14.260499333152083% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $55.4M $63.4M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 95 $55M
2023 1 87 $60M
2024 1 83 $63M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Chicago Symphony Orchestra Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -200204060 Total assets ($B) Participants Chicago Symphony Orchestra Pension Plan, Total assets ($B): 0.063351078 · Participants: 83Chicago Symphony Orchestra Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 48.22071058 · Participants: 36799Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 37.736369487 · Participants: 41619State Farm Insurance Companies Retirement Plan for United States EmployeesGE Healthcare Pension Plan, Total assets ($B): 13.74052931 · Participants: 5554GE Healthcare Pension PlanAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 8.591907247 · Participants: 17875Abbott Laboratories Annuity Retirement PlanUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 8.17675965 · Participants: 20984United Food & Commercial Workers Intl Union - Industry Pension Fund
Chicago Symphony Orchestra Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Chicago Symphony Orchestra Pension Plan side-by-side with 3 peers →

Chicago Symphony Orchestra Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Boston Childrens Heart Foundation, Inc. Defined Benefit Pension Plan in MA ($63M); by covered participants it is Amplify Credit Union in TX (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Chicago Symphony Orchestra Pension Plan assets move in 2024? ▼
Chicago Symphony Orchestra Pension Plan grew at a solid clip - up 6.0% during 2024, from $60M to $63M. Reported net income was $4M.
How have Board of Trustees of Chicago Symphony Orchestra Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Chicago Symphony Orchestra Pension Plan's sponsor-wide assets grew 14.3%, from $55M to $63M.
Where does Chicago Symphony Orchestra Pension Plan rank by assets among Form 5500 filers? ▼
Chicago Symphony Orchestra Pension Plan ranks in the 87th 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 Defined Benefit (Pension) plans are similar in size to Chicago Symphony Orchestra Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Boston Childrens Heart Foundation, Inc. Defined Benefit Pension Plan in MA ($63M, 94 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Chicago Symphony Orchestra Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Amplify Credit Union in TX (83 participants, N/A 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 362859355.

Read our methodology - how this data is sourced, computed, and verified.

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