Defined Benefit (Pension) · DOL Form 5500 · 2024
San Diego Symphony Orchestra Association Pension Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 106
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $130,091
- Avg per participant Near avg balance/head
Official DOL plan name: San Diego Symphony Orchestra Musicians' Pension Plan · Sponsored by San Diego Symphony Orchestra Association · California · Arts, Entertainment & Recreation
$14M in assets, 106 participants
San Diego Symphony Orchestra Association's San Diego Symphony Orchestra Musicians' Pension Plan reported $14M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #2,254 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in California
San Diego Symphony Orchestra Musicians' Pension Plan covers 106 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $14M.
- #2,254
- in Arts, Entertainment & Recreation (2,921 peers)
- +8.1%
- assets growth YoY
San Diego Symphony Orchestra Musicians' Pension Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
San Diego Symphony Orchestra Musicians' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,789,692 Top 37% higher than 63% 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
San Diego Symphony Orchestra Musicians' Pension 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. San Diego Symphony Orchestra Musicians' Pension Plan sits mid-pack in the medium band (106 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- San Diego Symphony Orchestra Musicians' Pension Plan reported net income rose from $826K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- San Diego Symphony Orchestra Musicians' Pension Plan reported participants rose from 96 in the plan year 2023 filing to 106 in the plan year 2024 filing.
- San Diego Symphony Orchestra Musicians' Pension Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 953661574 · San Diego Symphony Orchestra Association PY 2024 · Defined Benefit (Pension)
San Diego Symphony Orchestra Musicians' Pension Plan · $14M · 106 · 63rd
- BOOK $14M
- BOOK 106
- BOOK 63rd
- BOOK Defined Benefit (Pension)
- BOOK near Saint Augustines University Employees Pension Plan
- BOOK ind #2254
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 California →
San Diego Symphony Orchestra Musicians' Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $1M |
| Employer EIN | 953661574 |
| Plan Effective Date | 1984-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Diego Symphony Orchestra Association)
Sponsor-wide plan assets over time
All San Diego Symphony Orchestra Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 15.630760179801042% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 84 | $12M |
| 2023 | 1 | 96 | $13M |
| 2024 | 1 | 106 | $14M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
San Diego Symphony Orchestra Musicians' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Saint Augustines University Employees Pension Plan in NC ($14M); by covered participants it is State Volunteer Mutual Insurance Company Retirement Plan in TN (106 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M 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.