Plan Ledger DOL Form 5500 · updated monthly

Chicago Symphony Orchestra403(b)

CHICAGO SYMPHONY ORCHESTRA ASSOCIATION 403(B) PLAN FOR ADMINISTRATIVE EMPLOYEES · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.17%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Chicago Symphony Orchestra reported $54,164 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $2,638 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.167%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,211th-largest of 3,702 plans among Illinois employers on file, and the 285th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,232,044
Participants with balances182
Active participants139
Employer contributions$366,749
Employee contributions$1,007,998
Employer contribution per active participant$2,638
Average account balance$188,088
Benefits paid to participants$1,666,694
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.2M · 182 accts · $367K emplr
2023$30.6M · 187 accts · $376K emplr
2022$26.9M · 186 accts · $340K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,998
Investment management$31,166
Total administrative$54,164
Employer contributions to the Chicago Symphony Orchestra plan · 2024
Employer contribution per active participant$2,638
Median for plans this size$2,416
2024$2,638 per active participant
2023$2,826 per active participant
2022$2,659 per active participant

Chicago Symphony Orchestra's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
NEWPORT GROUP, INC. · Recordkeeping · Loan processing$22,998
PNC INSTITUTIONAL ASSET MANAGEMENT · Investment advisory (plan)$31,166

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$54,164 · 0.17%
2023$48,600 · 0.17%
2022$43,001 · 0.17%
Same employer
Similar plansArts, Entertainment & Recreation · Illinois
Lincoln Park Zoo IL$40.1M · 0.33%
Chicago White Sox IL$35.1M · 0.19%
Vivid Seats, LLC IL$34.0M · 0.29%
J & J Ventures Gaming, LLC IL$33.5M · 0.49%
Mlk Consulting LLC IL$29.5M · 0.52%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 362167823 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.