Plan Ledger DOL Form 5500 · updated monthly

The Philadelphia Orchestra Association403(b)

THE PHILADELPHIA ORCHESTRA ASSOCIATION RETIREMENT SAVINGS PLAN · PHILADELPHIA, PA · plan year 2022

Reported admin expense ratio · 2022
0.07%

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

The Philadelphia Orchestra Association reported $14,112 in plan administrative expenses for 2022: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,458 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,588th-largest of 3,651 plans among Pennsylvania employers on file, and the 438th of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$19,096,204
Participants with balances246
Active participants152
Employer contributions$1,741,559
Employee contributions—
Employer contribution per active participant$11,458
Average account balance$77,627
Benefits paid to participants$646,172
Plan auditUnmodified (clean) audit opinion
AuditorMILLIGAN & COMPANY, LLC
Employer contributions to the The Philadelphia Orchestra Association plan · 2022
Employer contribution per active participant$11,458
Median for plans this size$2,266

The Philadelphia Orchestra Association's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top quarter of its peers. 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$14,112 · 0.07%
Similar plansArts, Entertainment & Recreation · Pennsylvania
Pittsburgh Cultural Trust PA$24.8M · 0.33%
Lemieux Group LP PA$23.2M · 0.28%
The Franklin Institute PA$20.7M · 0.04%
Mount Airy #1, LLC PA$16.0M · 0.90%
Highlands Ventures, LLC PA$12.8M · 0.39%
The Merion Cricket Club PA$11.8M · 0.45%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 231352289 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.