Philharmonic Symphony Society of New York 403(b) match, vesting and fees
What Philharmonic Symphony Society of New York's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Armanino LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 908 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| Philharmonic Symphony Society of New York: employer contribution per participant | $1,626 | |
| Peer median | $1,540 |
| Philharmonic Symphony Society of New York: average balance | $233,901 | |
| Peer median | $48,682 |
| Philharmonic Symphony Society of New York: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.36% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $65.5M at the end of plan year 2021 to $75.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 328 | $75.3M | $523K | $1,626 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 300 | $67M | $465K | $1,614 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 283 | $55.3M | $393K | $1,448 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 251 | $65.5M | $344K | $1,378 | 0.06% | Not published | Form 5500 ↗ |
Other Philharmonic Symphony Society of New York plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The New York Philharmonic Orchestra Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Armanino LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Pension Plan for the Office Employees of the New York Philharmonic Symphony Society of Ny, Inc.
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Armanino LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Philharmonic Symphony Society of New York match 401(k) contributions?
The match terms for the New York Philharmonic 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $523K in employer contributions, about $1,626 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Philharmonic Symphony Society of New York 401(k) match vested?
The vesting schedule for the New York Philharmonic 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Philharmonic Symphony Society of New York 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Philharmonic Symphony Society of New York.
I left Philharmonic Symphony Society of New York. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Philharmonic Symphony Society of New York, (212) 875-5900) or the recordkeeper, The Vanguard Group, Inc.. The Philharmonic Symphony Society of New York old 401(k) page lists the contacts from every plan filing. Find an old Philharmonic Symphony Society of New York 401(k)
Data from the public Form 5500 annual reports Philharmonic Symphony Society of New York filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Philharmonic Symphony Society of New York. Not financial advice. Report a correction · Methodology