Find an old Philharmonic Symphony Society of New York 401(k)

Who to contact about an account in each of the 3 Philharmonic Symphony Society of New York plans, from the filings. Free, no sign-up, no Social Security number.

New York Philharmonic 403(b) Retirement Plan

Philharmonic Symphony Society of New York · Plan 003 · EIN 13-1664054 · New York, NY

Active · plan year 2024 filing403(b)
Plan administratorPhilharmonic Symphony Society of New York
10 Lincoln Center Plaza, New York, NY 10023
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances103 separated participants still had money in the planForm 5500 ↗

The New York Philharmonic Orchestra Pension Plan

The Philharmonic-Symphony Society of New York, Inc. · Plan 002 · EIN 13-1664054 · New York, NY

Active · plan year 2024 filingPension (defined benefit)
Plan administratorThe Philharmonic-Symphony Society of New York, Inc.
10 Lincoln Center Plaza, New York, NY 10023
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances14 separated participants still had money in the planForm 5500 ↗

Pension Plan for the Office Employees of the New York Philharmonic Symphony Society of Ny, Inc.

The Philharmonic-Symphony Society of New York, Inc. · Plan 001 · EIN 13-1664054 · New York, NY

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorThe Philharmonic-Symphony Society of New York, Inc.
10 Lincoln Center Plaza, New York, NY 10023
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances52 separated participants still had money in the planForm 5500 ↗

Philharmonic Symphony Society of New York 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Philharmonic Symphony Society of New York 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Philharmonic Symphony Society of New York, (212) 875-5900. The accounts are held by the recordkeeper, The Vanguard Group, Inc.. Have your Social Security number and dates of employment ready.

What is the Philharmonic Symphony Society of New York 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (212) 875-5900.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Philharmonic Symphony Society of New York and does not hold accounts. Not financial advice. Report a correction