Defined Benefit (Pension) · DOL Form 5500 · 2024
San Francisco Symphony Corporation Pension Plan
Data updated 2026-08-25
- $108M
- Total assets Near avg plan size
- 81
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: San Francisco Symphony Retirement Plan · Sponsored by San Francisco Symphony Corporation · California · Arts, Entertainment & Recreation
$108M in assets, 81 participants
San Francisco Symphony Corporation's San Francisco Symphony Retirement Plan reported $108M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #2,795 in Arts, Entertainment & Recreation (2,921 peers)
Where San Francisco Symphony Retirement Plan sits by assets
San Francisco Symphony Retirement Plan sits in the top 10% of all filed plans by assets, $108M for 81 participants (~$1.3M/participant), up 6.4% in 2024.
- #2,795
- in Arts, Entertainment & Recreation (2,921 peers)
- +6.4%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
San Francisco Symphony Retirement Plan's outsized position by total assets
San Francisco Symphony Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$107,720,177 Top 9% higher than 91% 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 Francisco Symphony Retirement 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. San Francisco Symphony Retirement Plan is a small filing (81 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- San Francisco Symphony Retirement Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- San Francisco Symphony Retirement Plan end-of-year assets rose from $101M in the plan year 2023 filing to $108M in the plan year 2024 filing.
- San Francisco Symphony Retirement Plan reported participants fell from 85 in the plan year 2023 filing to 81 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 941156284 · San Francisco Symphony Corporation PY 2024 · Defined Benefit (Pension)
San Francisco Symphony Retirement Plan · $108M · 81 · 91st
- NET $108M
- NET 81
- NET 91st
- NET Defined Benefit (Pension)
- NET near Sealed Air Corporation Combined Pension Plan
- NET ind #2795
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 Francisco Symphony Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $101M |
|---|---|
| Net Assets (End of Year) | $107M |
| Net Income | $6M |
| Employer EIN | 941156284 |
| Plan Effective Date | 1956-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Francisco Symphony Corporation)
Sponsor-wide plan assets over time
All San Francisco Symphony Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $218M 22.122092186122238% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 703 | $179M |
| 2023 | 3 | 703 | $200M |
| 2024 | 3 | 695 | $218M |
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 Francisco Symphony Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Sealed Air Corporation Combined Pension Plan in NC ($108M); by covered participants it is Pension Plan for Employees of Magnesita Refractories Company in PA (81 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($108M here).
- Sealed Air Corporation Combined Pension Plan (NC) $108M · 649
- Teamsters Local 408 Pension Plan (NJ) $108M · 183
- Cash Balance Retirement Plan of Brown Brothers Harriman & Co. (NY) $108M · 141
- Tower Federal Credit Union Retirement Plan (MD) $108M · 387
Similar participant headcount
Nearest other-state filings by covered participants (81 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.