Back to filter
Original filing (PDF)20250908163843NAL0012426371001
BALTIMORE SYMPHONY ORCHESTRA, INC.
Form 5500-SF
FILING_RECEIVED
BALTIMORE SYMPHONY ORCHESTRA, INC. 403(B) PLAN
403(b) retirement plan
Active participants
72
Accounts w/ balance
94
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
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 BALTIMORE SYMPHONY ORCHESTRA, INC..
Plan sponsor
Name
BALTIMORE SYMPHONY ORCHESTRA, INC.
EIN
52-0629696
Address
1212 CATHEDRAL STREET · BALTIMORE, MD · 21201
Phone
(410) 783-8000
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
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
SOUTH SHORE PLAYHOUSE ASSOCIATES INC.
SOUTH SHORE PLAYHOUSE ASSOCIATES INC. DEFINED CONTRIBUTION RETIREMENT PLAN
$2.6M · 46 participants
CLEARLY CONFUSED INTERTAINMENT, INC.
CLEARLY CONFUSED INTERTAINMENT, INC. CASH BALANCE PLAN
$2.6M · 8 participants
ARIZONA SUNRAYS, INC.
SUNRAYS 401(K) PLAN
$2.6M · 45 participants
CENTER THEATRE GROUP OF LOS ANGELES
CENTER THEATRE GROUP OF LOS ANGELES, INC. 403(B) PLAN
$2.6M · 11 participants
THE STRESS FACTORY, INC.
THE STRESS FACTORY, INC. 401(K) PLAN
$2.7M · 23 participants
FILM INDEPENDENT INC
FILM INDEPENDENT INC 401(K) PROFIT SHARING PLAN & TRUST
$2.6M · 50 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B