Money Purchase · DOL Form 5500 · 2024

Colorado Symphony Association Money Purchase Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
82
Participants Small participant base
59th
Percentile by assets National rank
$142,070
Avg per participant Near avg balance/head
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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.

  • #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.

#5,918
in Other Services (7,719 peers)
-8.0%
assets change YoY

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.

Colorado Symphony Orchestra Money Purchase Pension Plan's mid-pack asset rank among Other Services and all filers

Colorado Symphony Orchestra Money Purchase Pension Plan vs every filed plan by assets

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

$11,649,747 Top 41% higher than 59% 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

Colorado Symphony Orchestra Money Purchase 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. Colorado Symphony Orchestra Money Purchase Pension Plan is a small filing (82 participants) on this national headcount ladder.

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 →

DOL schedule card

Filing strip 840511458 · Colorado Symphony Association PY 2024 · Money Purchase

Colorado Symphony Orchestra Money Purchase Pension Plan · $12M · 82 · 59th

  • PCT $12M
  • EIN 82
  • RANK 59th
  • PHOTO Money Purchase
  • IND near Madison Square Boys & Girls Club Pension Plan
  • EOY ind #5918

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 Other Services retirement plans → · Plans in Colorado →

Colorado Symphony Orchestra Money Purchase Pension Plan in the asset neighbourhood

Stacey Braun Associates, Inc. Profit Sharing PlanStacey Braun Associates, Inc…$12MColorado Symphony Orchestra Money Purchase Pension PlanColorado Symphony Orchestra …$12MMadison Square Boys & Girls Club Pension PlanMadison Square Boys & Girls …$12MStart Employee's Retirement PlanStart Employee's Retirement …$11MNortheast Financial ConsultantsNortheast Financial Consulta…$11M
End-of-year total assets ($M) among Colorado Symphony Orchestra Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Colorado Symphony Association multi-year asset trail

Sponsor-wide plan assets over time

All Colorado Symphony Association plans reported in each filing year

Latest sponsor-wide plan assets
$12M 42.429813129045165% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $20.2M $11.7M ▼ -42.4%
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 Scatter plot of 6 data points. -500050010001500 0102030405060 Total assets ($M) Participants Colorado Symphony Orchestra Money Purchase Pension Plan, Total assets ($M): 11.649747 · Participants: 82Colorado Symphony Orchestra Money Purchase Pension PlanValley View Hospital Money Purchase Plan, Total assets ($M): 55.40841 · Participants: 1100Valley View Hospital Money Purchase PlanSalud Family Health Retirement Plan, Total assets ($M): 33.71998 · Participants: 528Salud Family Health Retirement PlanCritical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan, Total assets ($M): 28.152749 · Participants: 120Critical Care & Pulmonary Consultants, PC, Money Purchase Pension PlanAmerican Medical Response Hawaii Money Purchase Pension Plan, Total assets ($M): 20.175791 · Participants: 33American Medical Response Hawaii Money Purchase Pension PlanSan Luis Valley Health Money Purchase Plan, Total assets ($M): 18.25732 · Participants: 611San Luis Valley Health Money Purchase Plan
Colorado Symphony Orchestra Money Purchase Pension Plan vs. nearby Money Purchase plans in Colorado, assets vs. participants

Colorado Symphony Orchestra Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Colorado, the nearest Money Purchase by assets is Madison Square Boys & Girls Club Pension Plan in NY ($12M); by covered participants it is The Child and Family Guidance Center, Inc. Money Purchase Plan in CT (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 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).
Which Money Purchase plans cover a similar participant headcount to Colorado Symphony Orchestra Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Child and Family Guidance Center, Inc. Money Purchase Plan in CT (82 participants, $4M in assets).