Money Purchase · DOL Form 5500 · 2024

Colorado Symphony Association Money Purchase Plan

Data updated 2026-08-11

$12M
Total assets
82
Participants
59th
Percentile by assets
$142,070
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Colorado Symphony Orchestra Money Purchase Pension Plan · Sponsored by Colorado Symphony Association · Colorado · Other Services

$12M in assets, 82 participants

Colorado Symphony Association's Colorado Symphony Orchestra Money Purchase Pension Plan reported $12M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • 59th percentile by assets (of 123,622 plans)
  • #5,918 in Other Services (7,719 peers)

Colorado Symphony Association multi-year trail

Colorado Symphony Association's plans moved -42.4% in assets from 2022 to 2024; this filing shows Colorado Symphony Orchestra Money Purchase Pension Plan at $12M / 82 participants.

$12M
total plan assets (2024 EOY)
82
covered participants
59th
percentile by assets (of 123,622 plans)
$142,070
avg assets per participant

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.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Colorado Symphony Orchestra Money Purchase Pension Plan reported net income fell from $973K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Colorado Symphony Orchestra Money Purchase Pension Plan end-of-year assets fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Colorado Symphony Orchestra Money Purchase Pension Plan reported participants rose from 78 in the plan year 2023 filing to 82 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Colorado Symphony Association across 3 plan years on file

Across the 3 plan years Colorado Symphony Association has on file (2022-2024), sponsor-wide plan assets have moved from $20M to $12M, a decline of 42.4%, while reported participants moved from 195 to 82 (-57.9%). Peak year by sponsor assets: 2022 ($20M); trough: 2024 ($12M).

Colorado Symphony Association multi-year asset trail

$10M$15M$20M$25M 202220232024 $20.2M $11.7M ▼ -42.4%
Total plan assets by year, all Colorado Symphony Association plans on file
Year Plans Participants Total Assets
2022 2 195 $20M
2023 1 78 $13M
2024 1 82 $12M

Colorado Symphony Association filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN840511458
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Colorado

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

Colorado Symphony Orchestra Money Purchase Pension Plan vs. nearby Money Purchase plans in Colorado, assets vs. participants

Colorado Symphony Orchestra Money Purchase Pension Plan vs. nearby Money Purchase plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 0102030405060 Total assets ($M) Participants Colorado Symphony Or…Valley View Hospital…Salud Family Health …Critical Care & Pulm…American Medical Res…San Luis Valley Heal…
Colorado Symphony Orchestra Money Purchase Pension Plan vs. nearby Money Purchase plans in Colorado, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Colorado Symphony Orchestra Money Purchase Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Colorado Symphony Orchestra Money Purchase Pension Plan assets move in 2024?
Colorado Symphony Orchestra Money Purchase Pension Plan pulled back noticeably - down 8.0% during 2024, from $13M to $12M. Reported net income was -$1M.
How have Colorado Symphony Association plan assets changed over time?
Across 3 plan years on file (2022-2024), Colorado Symphony Association's sponsor-wide assets declined 42.4%, from $20M to $12M.
Which Money Purchase plans are similar in size to Colorado Symphony Orchestra Money Purchase Pension Plan?
Among Money Purchase plans in other states, the closest by assets is Madison Square Boys & Girls Club Pension Plan in NY ($12M, 99 participants).

Next read for Colorado Symphony Orchestra Money Purcha…

Multi-year trail

Ways to act on Colorado Symphony Orchestra Money Purchase Pension Plan's numbers.

  • By total assets, Colorado Symphony Orchestra Money Purchase Pension Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Colorado. Compare plans
  • Colorado Symphony Association's sponsor-wide assets have declined 42.4% since 2022 across 3 plan years on file. More Other Services plans