Other · DOL Form 5500 · 2024
Indiana Symphony Society, Inc. Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 162
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $96,463
- Avg per participant Below avg balance/head
Official DOL plan name: Indianapolis Symphony Orchestra 403(b) Plan · Sponsored by Indiana Symphony Society, Inc. · Indiana · Arts, Entertainment & Recreation
$16M in assets, 162 participants
Indiana Symphony Society, Inc.'s Indianapolis Symphony Orchestra 403(b) Plan reported $16M in total assets and 162 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.
- #2,315 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in Indiana
Indianapolis Symphony Orchestra 403(b) Plan covers 162 participants in Indiana, about 30% of the average Indiana filer (state average ~541 per filing). Assets: $16M.
- #2,315
- in Arts, Entertainment & Recreation (2,921 peers)
- +12.5%
- assets growth YoY
Indianapolis Symphony Orchestra 403(b) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Indianapolis Symphony Orchestra 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,626,991 Top 35% higher than 65% 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 403(b) 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. Indianapolis Symphony Orchestra 403(b) Plan sits mid-pack in the medium band (162 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Indianapolis Symphony Orchestra 403(b) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Indianapolis Symphony Orchestra 403(b) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Indianapolis Symphony Orchestra 403(b) Plan reported participants rose from 155 in the plan year 2023 filing to 162 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 350998627 · Indiana Symphony Society, Inc. PY 2024 · Other
Indianapolis Symphony Orchestra 403(b) Plan · $16M · 162 · 65th
- PHOTO $16M
- PHOTO 162
- PHOTO 65th
- PHOTO Other
- PHOTO near Pace Center for Girls, Inc. Retirement Plan
- PHOTO ind #2315
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 403(b) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 350998627 |
| Plan Effective Date | 1979-09-01 |
| 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 Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $928M · 16,191
- Beacon Retirement Savings 403(b) Plan $695M · 7,707
- Ici Multiple Employer Plan $481M · 2,722
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $440M · 7,792
- Butler University Retirement Plan $373M · 3,285
Indianapolis Symphony Orchestra 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Pace Center for Girls, Inc. Retirement Plan in FL ($16M); by covered participants it is The Boston Architectural College 403(b) Retirement Plan in MA (162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (162 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.