How big is Chattanooga Symphony and Opera Association's plan?

Chattanooga Symphony and Opera Association's plan reported $2.1M in assets and 17 participants for 2023.

Original filing (PDF)20250429161013NAL0000445123001

Chattanooga Symphony and Opera Association

Name: Chattanooga Symphony and Opera Association — Form 5500 Plan 001 (2023)
Creator: Chattanooga Symphony and Opera Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chattanooga Symphony and Opera Association Defined Contribution Retirement Plan

403(b) retirement plan · Chattanooga Symphony and Opera Association's Chattanooga Symphony and Opera Association Defined Contribution Retirement Plan held $2.1M in plan assets for 17 participants in 2023.

Signals · 1

Late filing · 0.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Chattanooga Symphony and Opera Association's EIN is 62-6002098.

EIN 62-6002098

Plan number 001

Plan year 2023

ACK ID 20250429161013NAL0000445123001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Chattanooga Symphony and Opera Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Chattanooga Symphony and Opera Association's plan includes a 403(b) annuity.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 0.4 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

CHATTANOOGA SYMPHONY AND OPERA ASSOCIATION

EIN

all filings

Address

620 LINDSAY STREET, STE. 210 · CHATTANOOGA, TN · 37403

Phone

(423) 267-8583

Industry

Arts, Entertainment, Recreation

Plan administrator