Defined Benefit (Pension) · DOL Form 5500 · 2024
San Francisco Symphony Corporation Pension Plan
Data updated 2026-08-11
- $108M
- Total assets
- 81
- Participants
- 91st
- Percentile by assets
- $1.3M
- Avg per participant
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.
- 91st percentile by assets (of 123,622 plans)
- #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.
- $108M
- total plan assets (2024 EOY)
- 81
- covered participants
- 91st
- percentile by assets (of 123,622 plans)
- $1.3M
- avg assets per participant
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.
San Francisco Symphony Retirement Plan vs the 2024 asset distribution
By assets, San Francisco Symphony Retirement Plan outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
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)
| 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.
San Francisco Symphony Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to San Francisco Symphony Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did San Francisco Symphony Retirement Plan assets move in 2024? ▼
How have San Francisco Symphony Corporation plan assets changed over time? ▼
Where does San Francisco Symphony Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to San Francisco Symphony Retirement Plan? ▼
Next read for San Francisco Symphony Retirement Plan
Scale reading
Ways to act on San Francisco Symphony Retirement Plan's numbers.
- By total assets, San Francisco Symphony Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- San Francisco Symphony Corporation's sponsor-wide assets have grown 22.1% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans