How big is Chicago Symphony Orchestra Association's plan?

Chicago Symphony Orchestra Association's plan reported $10.2M in assets and 86 participants for 2024.

Original filing (PDF)20260109103613NAL0013712050001

Chicago Symphony Orchestra Association

Name: Chicago Symphony Orchestra Association — Form 5500 Plan 003 (2024)
Creator: Chicago Symphony Orchestra Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chicago Symphony Orchestra Defined CONT. Plan

Defined-contribution retirement plan · Chicago Symphony Orchestra Association's Chicago Symphony Orchestra Defined CONT. Plan held $10.2M in plan assets for 86 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

People on this filing

Stacie M Frank signed Chicago Symphony Orchestra Association's 2024 Form 5500 as plan administrator.

Stacie M Frank — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Chicago Symphony Orchestra Association's EIN is 36-2167823.

EIN 36-2167823

Plan number 003

Plan year 2024

ACK ID 20260109103613NAL0013712050001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chicago Symphony Orchestra Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chicago Symphony Orchestra Association's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHICAGO SYMPHONY ORCHESTRA ASSOCIATION.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off