Defined Benefit (Pension) · DOL Form 5500 · 2024

The Philharmonic-Symphony Society of New York, Inc. Pension Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
92
Participants Small participant base
87th
Percentile by assets National rank
$708,169
Avg per participant High balance/head
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Official DOL plan name: The New York Philharmonic Orchestra Pension Plan · Sponsored by The Philharmonic-Symphony Society of New York, Inc. · New York · Arts, Entertainment & Recreation

$65M in assets, 92 participants

The Philharmonic-Symphony Society of New York, Inc.'s The New York Philharmonic Orchestra Pension Plan reported $65M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,713 in Arts, Entertainment & Recreation (2,921 peers)

Where The New York Philharmonic Orchestra Pension Plan sits by assets

The New York Philharmonic Orchestra Pension Plan sits in the top quartile of all filed plans by assets, $65M for 92 participants (~$708,169/participant), up 1.6% in 2024.

#2,713
in Arts, Entertainment & Recreation (2,921 peers)
+1.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

The New York Philharmonic Orchestra Pension Plan's outsized position by total assets

The New York Philharmonic Orchestra Pension Plan vs every filed plan by assets

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

$65,151,525 Top 13% higher than 87% 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

The New York Philharmonic Orchestra 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. The New York Philharmonic Orchestra Pension Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The New York Philharmonic Orchestra Pension Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The New York Philharmonic Orchestra Pension Plan reported participants rose from 89 in the plan year 2023 filing to 92 in the plan year 2024 filing.
  • The New York Philharmonic Orchestra Pension Plan end-of-year assets rose from $64M in the plan year 2023 filing to $65M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 131664054 · The Philharmonic-Symphony Society of New York, Inc. PY 2024 · Defined Benefit (Pension)

The New York Philharmonic Orchestra Pension Plan · $65M · 92 · 87th

  • EIN $65M
  • EIN 92
  • EIN 87th
  • EIN Defined Benefit (Pension)
  • EIN near Tidewater Electrical Industry Pension Fund
  • EIN ind #2713

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 New York →

The New York Philharmonic Orchestra Pension Plan in the asset neighbourhood

Suburban Hospital, Inc. Retirement Income PlanSuburban Hospital, Inc. Reti…$65MThe New York Philharmonic Orchestra Pension PlanThe New York Philharmonic Or…$65MTidewater Electrical Industry Pension FundTidewater Electrical Industr…$65MThe Retirement Plan for Employees of Franklin Savings BankThe Retirement Plan for Empl…$65MHaynes and Boone, LLP Partners' Retirement PlanHaynes and Boone, LLP Partne…$65M
End-of-year total assets ($M) among The New York Philharmonic Orchestra Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$65M
Net Income$3M
Employer EIN131664054
Plan Effective Date1967-09-21
Filing StatusFILING RECEIVED

Sponsor Plan History (The Philharmonic-Symphony Society of New York, Inc.)

Sponsor-wide plan assets over time

All The Philharmonic-Symphony Society of New York, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$159M 23.52844067639031% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $129M $159M ▲ +23.5%
Year Plans Participants Total Assets
2022 3 272 $129M
2023 3 305 $149M
2024 3 312 $159M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The New York Philharmonic Orchestra Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The New York Philharmonic Orchestra Pension Plan, Total assets ($B): 0.065151525 · Participants: 92The New York Philharmonic Orchestra Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
The New York Philharmonic Orchestra Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The New York Philharmonic Orchestra Pension Plan side-by-side with 3 peers →

The New York Philharmonic Orchestra Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Tidewater Electrical Industry Pension Fund in VA ($65M); by covered participants it is Avadian Credit Union Defined Benefit Plan in AL (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 The New York Philharmonic Orchestra Pension Plan assets move in 2024? ▼
The New York Philharmonic Orchestra Pension Plan edged up modestly - up 1.6% during 2024, from $64M to $65M. Reported net income was $3M.
How have The Philharmonic-Symphony Society of New York, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Philharmonic-Symphony Society of New York, Inc.'s sponsor-wide assets grew 23.5%, from $129M to $159M.
Where does The New York Philharmonic Orchestra Pension Plan rank by assets among Form 5500 filers? ▼
The New York Philharmonic Orchestra Pension Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The New York Philharmonic Orchestra Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tidewater Electrical Industry Pension Fund in VA ($65M, 381 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The New York Philharmonic Orchestra Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avadian Credit Union Defined Benefit Plan in AL (92 participants, $36M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131664054.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.