San Diego Symphony Orchestra Association
Plan context: San Diego Symphony 403(B) Plan
EIN 95-2040874 • San Diego, CA • 54 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
161
2024 Assets
$14,117,392
2024 Contributions
$1,606,781
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 3 | 161 | $14,117,392 | $1,606,781 | $9,980iApproximate average salary by contribution assumption: employee only about $249,500 at 4% or $166,333 at 6%; with 50% employer match about $166,333 at 4% or $110,889 at 6%; with 100% employer match about $124,750 at 4% or $83,167 at 6%. |
| San Diego Symphony 403(B) Plan | - | 74 | $8,955,402 | $829,938 | $11,215iApproximate average salary by contribution assumption: employee only about $280,384 at 4% or $186,923 at 6%; with 50% employer match about $186,923 at 4% or $124,615 at 6%; with 100% employer match about $140,192 at 4% or $93,461 at 6%. |
| SAN DIEGO SYMPHONY 401(K) PLAN | - | 111 | $5,161,990 | $776,843 | $6,999iApproximate average salary by contribution assumption: employee only about $174,965 at 4% or $116,643 at 6%; with 50% employer match about $116,643 at 4% or $77,762 at 6%; with 100% employer match about $87,482 at 4% or $58,322 at 6%. |
| San Diego Symphony Orchestra Association Welfare Benefit Plan | - | 161 | - | - | - |
| 2023 | 3 | 152 | $11,404,077 | $1,559,293 | $10,259iApproximate average salary by contribution assumption: employee only about $256,463 at 4% or $170,975 at 6%; with 50% employer match about $170,975 at 4% or $113,983 at 6%; with 100% employer match about $128,231 at 4% or $85,488 at 6%. |
| San Diego Symphony 403(B) Plan | - | 70 | $7,277,281 | $959,395 | $13,706iApproximate average salary by contribution assumption: employee only about $342,641 at 4% or $228,427 at 6%; with 50% employer match about $228,427 at 4% or $152,285 at 6%; with 100% employer match about $171,321 at 4% or $114,214 at 6%. |
| SAN DIEGO SYMPHONY 401(K) PLAN | - | 96 | $4,126,796 | $599,898 | $6,249iApproximate average salary by contribution assumption: employee only about $156,223 at 4% or $104,149 at 6%; with 50% employer match about $104,149 at 4% or $69,433 at 6%; with 100% employer match about $78,112 at 4% or $52,074 at 6%. |
| San Diego Symphony Orchestra Association Welfare Benefit Plan | - | 152 | - | - | - |
| 2022 | 3 | 168 | $8,389,423 | $1,101,493 | $6,557iApproximate average salary by contribution assumption: employee only about $163,913 at 4% or $109,275 at 6%; with 50% employer match about $109,275 at 4% or $72,850 at 6%; with 100% employer match about $81,956 at 4% or $54,638 at 6%. |
| San Diego Symphony 403(B) Plan | - | 168 | $5,267,522 | $500,042 | $2,976iApproximate average salary by contribution assumption: employee only about $74,411 at 4% or $49,607 at 6%; with 50% employer match about $49,607 at 4% or $33,072 at 6%; with 100% employer match about $37,206 at 4% or $24,804 at 6%. |
| SAN DIEGO SYMPHONY 401(K) PLAN | - | 90 | $3,121,901 | $601,451 | $6,683iApproximate average salary by contribution assumption: employee only about $167,070 at 4% or $111,380 at 6%; with 50% employer match about $111,380 at 4% or $74,253 at 6%; with 100% employer match about $83,535 at 4% or $55,690 at 6%. |
| San Diego Symphony Orchestra Association Welfare Benefit Plan | - | 148 | - | - | - |
| 2021 | 3 | 231 | $9,672,476 | $928,201 | $4,018iApproximate average salary by contribution assumption: employee only about $100,455 at 4% or $66,970 at 6%; with 50% employer match about $66,970 at 4% or $44,647 at 6%; with 100% employer match about $50,227 at 4% or $33,485 at 6%. |
| San Diego Symphony 403(B) Plan | - | 231 | $6,110,425 | $464,715 | $2,012iApproximate average salary by contribution assumption: employee only about $50,294 at 4% or $33,529 at 6%; with 50% employer match about $33,529 at 4% or $22,353 at 6%; with 100% employer match about $25,147 at 4% or $16,765 at 6%. |
| SAN DIEGO SYMPHONY 401(K) PLAN | - | 81 | $3,562,051 | $463,486 | $5,722iApproximate average salary by contribution assumption: employee only about $143,051 at 4% or $95,367 at 6%; with 50% employer match about $95,367 at 4% or $63,578 at 6%; with 100% employer match about $71,526 at 4% or $47,684 at 6%. |
| San Diego Symphony Orchestra Association Welfare Benefit Plan | - | 133 | - | - | - |
| 2020 | 3 | 296 | $7,995,888 | $869,676 | $2,938iApproximate average salary by contribution assumption: employee only about $73,452 at 4% or $48,968 at 6%; with 50% employer match about $48,968 at 4% or $32,645 at 6%; with 100% employer match about $36,726 at 4% or $24,484 at 6%. |
| San Diego Symphony 403(B) Plan | - | 296 | $4,985,090 | $518,143 | $1,750iApproximate average salary by contribution assumption: employee only about $43,762 at 4% or $29,175 at 6%; with 50% employer match about $29,175 at 4% or $19,450 at 6%; with 100% employer match about $21,881 at 4% or $14,587 at 6%. |
| SAN DIEGO SYMPHONY 401(K) PLAN | - | 77 | $3,010,798 | $351,533 | $4,565iApproximate average salary by contribution assumption: employee only about $114,134 at 4% or $76,089 at 6%; with 50% employer match about $76,089 at 4% or $50,726 at 6%; with 100% employer match about $57,067 at 4% or $38,045 at 6%. |
| San Diego Symphony Orchestra Association Welfare Benefit Plan | - | 133 | - | - | - |
| 2019 | 3 | 320 | $6,999,687 | $733,321 | $2,292iApproximate average salary by contribution assumption: employee only about $57,291 at 4% or $38,194 at 6%; with 50% employer match about $38,194 at 4% or $25,463 at 6%; with 100% employer match about $28,645 at 4% or $19,097 at 6%. |
| San Diego Symphony 403(B) Plan | - | 320 | $4,263,583 | $359,989 | $1,125iApproximate average salary by contribution assumption: employee only about $28,124 at 4% or $18,749 at 6%; with 50% employer match about $18,749 at 4% or $12,500 at 6%; with 100% employer match about $14,062 at 4% or $9,375 at 6%. |
| SAN DIEGO SYMPHONY 401(K) PLAN | - | 73 | $2,736,104 | $373,332 | $5,114iApproximate average salary by contribution assumption: employee only about $127,853 at 4% or $85,236 at 6%; with 50% employer match about $85,236 at 4% or $56,824 at 6%; with 100% employer match about $63,927 at 4% or $42,618 at 6%. |
| San Diego Symphony Orchestra Association Welfare Benefit Plan | - | 131 | - | - | - |
| 2018 | 3 | 400 | $5,819,093 | $636,207 | $1,591iApproximate average salary by contribution assumption: employee only about $39,763 at 4% or $26,509 at 6%; with 50% employer match about $26,509 at 4% or $17,672 at 6%; with 100% employer match about $19,881 at 4% or $13,254 at 6%. |
| San Diego Symphony 403(B) Plan | - | 400 | $3,417,564 | $304,978 | $762iApproximate average salary by contribution assumption: employee only about $19,061 at 4% or $12,707 at 6%; with 50% employer match about $12,707 at 4% or $8,472 at 6%; with 100% employer match about $9,531 at 4% or $6,354 at 6%. |
| SAN DIEGO SYMPHONY 401(K) PLAN | - | 72 | $2,401,529 | $331,229 | $4,600iApproximate average salary by contribution assumption: employee only about $115,010 at 4% or $76,673 at 6%; with 50% employer match about $76,673 at 4% or $51,116 at 6%; with 100% employer match about $57,505 at 4% or $38,337 at 6%. |
| San Diego Symphony Orchestra Association Welfare Benefit Plan | - | 136 | - | - | - |
| 2017 | 3 | 451 | $5,932,520 | $610,473 | $1,354iApproximate average salary by contribution assumption: employee only about $33,840 at 4% or $22,560 at 6%; with 50% employer match about $22,560 at 4% or $15,040 at 6%; with 100% employer match about $16,920 at 4% or $11,280 at 6%. |
| San Diego Symphony 403(B) Plan | - | 451 | $3,322,374 | $317,035 | $703iApproximate average salary by contribution assumption: employee only about $17,574 at 4% or $11,716 at 6%; with 50% employer match about $11,716 at 4% or $7,811 at 6%; with 100% employer match about $8,787 at 4% or $5,858 at 6%. |
| SAN DIEGO SYMPHONY 401K PLAN | - | 66 | $2,610,146 | $293,438 | $4,446iApproximate average salary by contribution assumption: employee only about $111,151 at 4% or $74,101 at 6%; with 50% employer match about $74,101 at 4% or $49,400 at 6%; with 100% employer match about $55,575 at 4% or $37,050 at 6%. |
| San Diego Symphony Orchestra Association Welfare Benefit Plan | - | 134 | - | - | - |
| 2016 | 3 | 517 | $5,530,020 | $661,490 | $1,279iApproximate average salary by contribution assumption: employee only about $31,987 at 4% or $21,325 at 6%; with 50% employer match about $21,325 at 4% or $14,216 at 6%; with 100% employer match about $15,993 at 4% or $10,662 at 6%. |
| San Diego Symphony 403(B) Plan | - | 517 | $2,922,847 | $378,412 | $732iApproximate average salary by contribution assumption: employee only about $18,298 at 4% or $12,199 at 6%; with 50% employer match about $12,199 at 4% or $8,133 at 6%; with 100% employer match about $9,149 at 4% or $6,099 at 6%. |
| SAN DIEGO SYMPHONY 401K PLAN | - | 63 | $2,607,173 | $283,078 | $4,493iApproximate average salary by contribution assumption: employee only about $112,333 at 4% or $74,888 at 6%; with 50% employer match about $74,888 at 4% or $49,926 at 6%; with 100% employer match about $56,166 at 4% or $37,444 at 6%. |
| San Diego Symphony Orchestra Association Welfare Benefit Plan | - | 134 | - | - | - |
| 2015 | 3 | 414 | $5,251,945 | $628,235 | $1,517iApproximate average salary by contribution assumption: employee only about $37,937 at 4% or $25,291 at 6%; with 50% employer match about $25,291 at 4% or $16,861 at 6%; with 100% employer match about $18,968 at 4% or $12,646 at 6%. |
| SAN DIEGO SYMPHONY 401K PLAN | - | 59 | $2,711,245 | $293,148 | $4,969iApproximate average salary by contribution assumption: employee only about $124,215 at 4% or $82,810 at 6%; with 50% employer match about $82,810 at 4% or $55,207 at 6%; with 100% employer match about $62,108 at 4% or $41,405 at 6%. |
| San Diego Symphony 403(B) Plan | - | 414 | $2,540,700 | $335,087 | $809iApproximate average salary by contribution assumption: employee only about $20,235 at 4% or $13,490 at 6%; with 50% employer match about $13,490 at 4% or $8,993 at 6%; with 100% employer match about $10,117 at 4% or $6,745 at 6%. |
| San Diego Symphony Orchestra Association Welfare Benefit Plan | - | 136 | - | - | - |
| 2014 | 3 | 431 | $5,246,683 | $596,135 | $1,383iApproximate average salary by contribution assumption: employee only about $34,579 at 4% or $23,052 at 6%; with 50% employer match about $23,052 at 4% or $15,368 at 6%; with 100% employer match about $17,289 at 4% or $11,526 at 6%. |
| SAN DIEGO SYMPHONY 401K PLAN | - | 68 | $2,994,935 | $316,000 | $4,647iApproximate average salary by contribution assumption: employee only about $116,176 at 4% or $77,451 at 6%; with 50% employer match about $77,451 at 4% or $51,634 at 6%; with 100% employer match about $58,088 at 4% or $38,725 at 6%. |
| San Diego Symphony 403(B) Plan | - | 431 | $2,251,748 | $280,135 | $650iApproximate average salary by contribution assumption: employee only about $16,249 at 4% or $10,833 at 6%; with 50% employer match about $10,833 at 4% or $7,222 at 6%; with 100% employer match about $8,125 at 4% or $5,416 at 6%. |
| San Diego Symphony Orchestra Association Welfare Benefit Plan | - | 126 | - | - | - |
| 2013 | 3 | 444 | $4,706,493 | $525,076 | $1,183iApproximate average salary by contribution assumption: employee only about $29,565 at 4% or $19,710 at 6%; with 50% employer match about $19,710 at 4% or $13,140 at 6%; with 100% employer match about $14,783 at 4% or $9,855 at 6%. |
| SAN DIEGO SYMPHONY 401K PLAN | - | 63 | $2,687,621 | $289,512 | $4,595iApproximate average salary by contribution assumption: employee only about $114,886 at 4% or $76,590 at 6%; with 50% employer match about $76,590 at 4% or $51,060 at 6%; with 100% employer match about $57,443 at 4% or $38,295 at 6%. |
| San Diego Symphony 403(B) Plan | - | 444 | $2,018,872 | $235,564 | $531iApproximate average salary by contribution assumption: employee only about $13,264 at 4% or $8,842 at 6%; with 50% employer match about $8,842 at 4% or $5,895 at 6%; with 100% employer match about $6,632 at 4% or $4,421 at 6%. |
| San Diego Symphony Orchestra Association Welfare Benefit Plan | - | 122 | - | - | - |
| 2012 | 3 | 491 | $3,523,598 | $473,522 | $964iApproximate average salary by contribution assumption: employee only about $24,110 at 4% or $16,073 at 6%; with 50% employer match about $16,073 at 4% or $10,716 at 6%; with 100% employer match about $12,055 at 4% or $8,037 at 6%. |
| SAN DIEGO SYMPHONY 401K PLAN | - | 60 | $2,024,175 | $258,288 | $4,305iApproximate average salary by contribution assumption: employee only about $107,620 at 4% or $71,747 at 6%; with 50% employer match about $71,747 at 4% or $47,831 at 6%; with 100% employer match about $53,810 at 4% or $35,873 at 6%. |
| San Diego Symphony 403(B) Plan | - | 491 | $1,499,423 | $215,234 | $438iApproximate average salary by contribution assumption: employee only about $10,959 at 4% or $7,306 at 6%; with 50% employer match about $7,306 at 4% or $4,871 at 6%; with 100% employer match about $5,479 at 4% or $3,653 at 6%. |
| San Diego Symphony Orchestra Association Welfare Benefit Plan | - | 129 | - | - | - |
| 2011 | 3 | 419 | $3,012,071 | $447,045 | $1,067iApproximate average salary by contribution assumption: employee only about $26,673 at 4% or $17,782 at 6%; with 50% employer match about $17,782 at 4% or $11,855 at 6%; with 100% employer match about $13,337 at 4% or $8,891 at 6%. |
| SAN DIEGO SYMPHONY 401K PLAN | - | 61 | $1,625,746 | $277,035 | $4,542iApproximate average salary by contribution assumption: employee only about $113,539 at 4% or $75,693 at 6%; with 50% employer match about $75,693 at 4% or $50,462 at 6%; with 100% employer match about $56,769 at 4% or $37,846 at 6%. |
| San Diego Symphony 403(B) Plan | - | 419 | $1,386,325 | $170,010 | $406iApproximate average salary by contribution assumption: employee only about $10,144 at 4% or $6,763 at 6%; with 50% employer match about $6,763 at 4% or $4,508 at 6%; with 100% employer match about $5,072 at 4% or $3,381 at 6%. |
| San Diego Symphony Orchestra Association Welfare Benefit Plan | - | 128 | - | - | - |
| 2010 | 3 | 308 | $2,785,127 | $368,626 | $1,197iApproximate average salary by contribution assumption: employee only about $29,921 at 4% or $19,947 at 6%; with 50% employer match about $19,947 at 4% or $13,298 at 6%; with 100% employer match about $14,960 at 4% or $9,974 at 6%. |
| SAN DIEGO SYMPHONY 401K PLAN | - | 58 | $1,532,238 | $235,745 | $4,065iApproximate average salary by contribution assumption: employee only about $101,614 at 4% or $67,743 at 6%; with 50% employer match about $67,743 at 4% or $45,162 at 6%; with 100% employer match about $50,807 at 4% or $33,871 at 6%. |
| San Diego Symphony 403(B) Plan | - | 308 | $1,252,889 | $132,881 | $431iApproximate average salary by contribution assumption: employee only about $10,786 at 4% or $7,191 at 6%; with 50% employer match about $7,191 at 4% or $4,794 at 6%; with 100% employer match about $5,393 at 4% or $3,595 at 6%. |
| San Diego Symphony Orchestra Association Welfare Benefit Plan | - | 135 | - | - | - |
| 2009 | 2 | 128 | $1,180,461 | $209,403 | $1,636iApproximate average salary by contribution assumption: employee only about $40,899 at 4% or $27,266 at 6%; with 50% employer match about $27,266 at 4% or $18,177 at 6%; with 100% employer match about $20,450 at 4% or $13,633 at 6%. |
| SAN DIEGO SYMPHONY 401K PLAN | - | 47 | $1,180,461 | $209,403 | $4,455iApproximate average salary by contribution assumption: employee only about $111,385 at 4% or $74,256 at 6%; with 50% employer match about $74,256 at 4% or $49,504 at 6%; with 100% employer match about $55,692 at 4% or $37,128 at 6%. |
| San Diego Symphony Orchestra Association Welfare Benefit Plan | - | 128 | - | - | - |
| 2008 | 1 | 33 | $0 | $0 | - |
| SAN DIEGO SYMPHONY 401K PLAN | - | 33 | - | - | - |
| 2007 | 1 | 30 | $0 | $0 | - |
| SAN DIEGO SYMPHONY 401K PLAN | - | 30 | - | - | - |
| 2005 | 1 | 24 | $483,563 | $160,321 | $6,680iApproximate average salary by contribution assumption: employee only about $167,001 at 4% or $111,334 at 6%; with 50% employer match about $111,334 at 4% or $74,223 at 6%; with 100% employer match about $83,501 at 4% or $55,667 at 6%. |
| SAN DIEGO SYMPHONY 401K PLAN | - | 24 | $483,563 | $160,321 | $6,680iApproximate average salary by contribution assumption: employee only about $167,001 at 4% or $111,334 at 6%; with 50% employer match about $111,334 at 4% or $74,223 at 6%; with 100% employer match about $83,501 at 4% or $55,667 at 6%. |
| 2004 | 1 | 22 | $322,841 | $103,226 | $4,692iApproximate average salary by contribution assumption: employee only about $117,302 at 4% or $78,202 at 6%; with 50% employer match about $78,202 at 4% or $52,134 at 6%; with 100% employer match about $58,651 at 4% or $39,101 at 6%. |
| SAN DIEGO SYMPHONY 401K PLAN | - | 22 | $322,841 | $103,226 | $4,692iApproximate average salary by contribution assumption: employee only about $117,302 at 4% or $78,202 at 6%; with 50% employer match about $78,202 at 4% or $52,134 at 6%; with 100% employer match about $58,651 at 4% or $39,101 at 6%. |
| 2003 | 1 | 18 | $0 | $0 | - |
| SAN DIEGO SYMPHONY 401K PLAN | - | 18 | - | - | - |
| 2002 | 1 | 25 | $165,451 | $118,528 | $4,741iApproximate average salary by contribution assumption: employee only about $118,528 at 4% or $79,019 at 6%; with 50% employer match about $79,019 at 4% or $52,679 at 6%; with 100% employer match about $59,264 at 4% or $39,509 at 6%. |
| SAN DIEGO SYMPHONY 401K PLAN | - | 25 | $165,451 | $118,528 | $4,741iApproximate average salary by contribution assumption: employee only about $118,528 at 4% or $79,019 at 6%; with 50% employer match about $79,019 at 4% or $52,679 at 6%; with 100% employer match about $59,264 at 4% or $39,509 at 6%. |
| 2001 | 1 | 26 | $0 | $0 | - |
| SAN DIEGO SYMPHONY 401K PLAN | - | 26 | - | - | - |