Defined Benefit (Pension) · DOL Form 5500 · 2024
Indiana Symphony Society, Inc. Pension Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 26
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Indianapolis Symphony Orchestra Pension Plan · Sponsored by Indiana Symphony Society, Inc. · Indiana · Arts, Entertainment & Recreation
$28M in assets, 26 participants
Indiana Symphony Society, Inc.'s Indianapolis Symphony Orchestra Pension Plan reported $28M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #2,502 in Arts, Entertainment & Recreation (2,921 peers)
Where Indianapolis Symphony Orchestra Pension Plan sits by assets
Indianapolis Symphony Orchestra Pension Plan sits in the top quartile of all filed plans by assets, $28M for 26 participants (~$1.1M/participant), down 3.5% in 2024.
- #2,502
- in Arts, Entertainment & Recreation (2,921 peers)
- -3.5%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Indianapolis Symphony Orchestra Pension Plan's outsized position by total assets
Indianapolis Symphony Orchestra Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,257,149 Top 24% higher than 76% 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
Indianapolis 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. Indianapolis Symphony Orchestra Pension Plan is a small filing (26 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Indianapolis Symphony Orchestra Pension Plan reported net income fell from $859K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Indianapolis Symphony Orchestra Pension Plan reported participants fell from 30 in the plan year 2023 filing to 26 in the plan year 2024 filing.
- Indianapolis Symphony Orchestra Pension Plan end-of-year assets fell from $29M in the plan year 2023 filing to $28M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 350998627 · Indiana Symphony Society, Inc. PY 2024 · Defined Benefit (Pension)
Indianapolis Symphony Orchestra Pension Plan · $28M · 26 · 76th
- NET $28M
- NET 26
- NET 76th
- NET Defined Benefit (Pension)
- NET near The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries
- NET ind #2502
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 Indiana →
Indianapolis Symphony Orchestra Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$1M |
| Employer EIN | 350998627 |
| Plan Effective Date | 1967-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Indiana Symphony Society, Inc.)
Sponsor-wide plan assets over time
All Indiana Symphony Society, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 11.004330252865914% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 187 | $40M |
| 2023 | 2 | 185 | $43M |
| 2024 | 2 | 188 | $44M |
Nearby Defined Benefit (Pension) Plans in Indiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Lilly Retirement Plan $11.8B · 19,897
- Cummins Pension Plan $3.2B · 30,640
- Indiana Laborers Pension Fund $1.8B · 11,039
- Elevance Health Cash Balance Plan a $1.2B · 7,552
- Nisource Pension Plan $1.0B · 2,133
Indianapolis Symphony Orchestra Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Indiana, the nearest Defined Benefit (Pension) by assets is The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries in TX ($28M); by covered participants it is Thomas County Federal Savings & Loan Association Retirement Plan in GA (26 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries (TX) $28M · N/A
- Southwest Asbestos Workers Pension Plan (OK) $28M · 94
- The Retirement Plan for Employees of Middlesex Federal Savings, F.a. (MA) $28M · 66
- Suez Water Environmental Services Inc. Pension Plan (NJ) $28M · 28
Similar participant headcount
Nearest other-state filings by covered participants (26 participants); asset peers above are excluded.
- Thomas County Federal Savings & Loan Association Retirement Plan (GA) 26 · 0 off
- The Retirement Plan for Employees of Androscoggin Savings Bank (ME) 26 · 0 off
- Retirement Plan for Employees of Stafford Savings Bank (CT) 26 · 0 off
- Employees' Retirement Plan of Mitsubishi International Corporation (NY) 26 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.