Plan Ledger DOL Form 5500 · updated monthly

Dallas Symphony Association, Inc.403(b)

DALLAS SYMPHONY ASSOCIATION STAFF 403(B) PLAN · DALLAS, TX · plan year 2022

Reported admin expense ratio · 2022
0.06%

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

Dallas Symphony Association, Inc. reported $1,716 in plan administrative expenses for 2022: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,903 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Texas (4,717th of 5,688), and 1,106th of 1,311 in arts, entertainment & recreation. In 2022, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,579,944
Participants with balances94
Active participants136
Employer contributions$258,813
Employee contributions$394,438
Employer contribution per active participant$1,903
Average account balance$27,446
Benefits paid to participants$790,181
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$941
Total administrative$1,716
The Dallas Symphony Association, Inc. 401(k) match · 2022
Employer contribution per active participant$1,903
Median for plans this size$1,114

Dallas Symphony Association, Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,716 · 0.06%
Same employer
Similar plansArts, Entertainment & Recreation · Texas
Dallas Athletic Club TX$2.9M · 0.31%
Witte Museum TX$2.6M · 0.86%
Cbigg Management LLC TX$2.5M · 2.60%
Champions Golf Club Inc TX$2.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750705442 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.