Plan Ledger DOL Form 5500 · updated monthly

Philharmonic Symphony Society of New York403(b)

NEW YORK PHILHARMONIC 403(B) RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Philharmonic Symphony Society of New York reported $48,906 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $2,457 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 0.069%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 995th-largest of 5,648 plans among New York employers on file, and the 133rd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $4.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$75,316,100
Participants with balances322
Active participants213
Employer contributions$523,440
Employee contributions$2,539,846
Employer contribution per active participant$2,457
Average account balance$233,901
Benefits paid to participants$4,444,774
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$75.3M · 322 accts · $523K emplr
2023$67.0M · 288 accts · $465K emplr
2022$55.3M · 271 accts · $393K emplr
Employer contributions to the Philharmonic Symphony Society of New York plan · 2024
Employer contribution per active participant$2,457
Median for plans this size$3,635
2024$2,457 per active participant
2023$2,279 per active participant
2022$2,013 per active participant

Philharmonic Symphony Society of New York's 2024 employer contribution ran below the $3,635 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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$49,306

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$48,906 · 0.07%
2023$43,325 · 0.07%
2022$40,241 · 0.07%
Same employer
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Resorts World Las Vegas, LLC NY$123.7M · 0.69%
Seneca Gaming Corporation NY$123.2M · 0.21%
New York City Ballet, Inc NY$73.9M · 0.37%
Qb Jv Holdings, LLC NY$73.7M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131664054 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.