Back to filter
Original filing (PDF)20250605092401NAL0011411409001
SAINT LOUIS SYMPHONY ORCHESTRA
Form 5500-SF
FILING_RECEIVED
SAINT LOUIS SYMPHONY ORCHESTRA STAFF MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Active participants
54
Accounts w/ balance
93
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAINT LOUIS SYMPHONY ORCHESTRA.
Plan sponsor
Name
SAINT LOUIS SYMPHONY ORCHESTRA
EIN
43-0666769
Address
718 NORTH GRAND BLVD · ST. LOUIS, MO · 63103
Phone
(314) 286-4135
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-05
Pension benefit codes
2C · Money purchase (other than target benefit)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Arts, Entertainment, Recreation plans
OMAHA SYMPHONY ASSOCIATION
OMAHA SYMPHONY ASSOCIATION NONUNION 403(B) RETIREMENT PLAN
$3.5M · 26 participants
BALLET TECH FOUNDATION, INC.
BALLET TECH FOUNDATION, INC. 403(B) PLAN
$3.5M · 21 participants
CLOUDBREAK ENTERTAINMENT, INC.
CLOUDBREAK ENTERTAINMENT, INC. DEFINED BENEFIT PENSION PLAN
$3.5M · 1 participants
FUZZY DOOR PRODUCTIONS
FUZZY DOOR PRODUCTIONS 401(K) PROFIT SHARING PLAN
$3.4M · 29 participants
THE DALLAS OPERA
THE DALLAS OPERA 403(B) PLAN
$3.5M · 77 participants
FLINT INSTITUTE OF MUSIC
FLINT INSTITUTE OF MUSIC 401(K) PROFIT SHARING PLAN AND TRUST
$3.5M · 464 participants
Large plans in Missouri
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
BAYER CORPORATION
BAYER CORPORATION SAVINGS AND RETIREMENT PLAN
$10.8B · 17,218 participants
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL
BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST
$7.5B · 27,660 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO. DEFINED CONTRIBUTION PLANS MASTER TRUST
$7.4B