Retirement plan

JACKSON SYMPHONY ORCHESTRA 403(B) PLAN

Name: JACKSON SYMPHONY ORCHESTRA - JACKSON SYMPHONY ORCHESTRA 403(B) PLAN (2025) Form 5500
Creator: JACKSON SYMPHONY ORCHESTRA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JACKSON SYMPHONY ORCHESTRA 403(B) PLAN, JACKSON SYMPHONY ORCHESTRA

JACKSON SYMPHONY ORCHESTRAEIN 38-2146747Plan #001PY 2025

215 W. MICHIGAN AVE. - JACKSON, MI 49201517-782-3221jacksonsymphony.orgLinkedIn1-10 employeesmusic

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$499K

+40.2% from 2024

Total participants

+20.0% from 2024

Average account balance

$49,854

+26.2% from 2024

Annual return

17.55%

-4.53 pp from 2024

Benchmarks

See 3,523 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort3,523 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$499K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$50K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.55%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$18

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$180

$20 / participant

Other / not subdivided$180100.0%

% of EOY assets

0.036%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$49,854

$167,030-70.2%

$135,768-63.3%

$155,188-67.9%

Participation rate

77.8%

76.2%+1.6pp

71.1%+6.7pp

80.8%-3.0pp

Annual return

17.55%

678.39%-660.8pp

526.10%-508.5pp

148.84%-131.3pp

Employer contribution / active EE

$3,803

$4,132-8.0%

$3,394+12.0%

$4,248-10.5%

Participant deferral / active EE

$5,155

$4,528+13.9%

$3,977+29.6%

$6,531-21.1%

Admin fee / account holder

$18

$8,172-99.8%

$7,048-99.7%

$14,480-99.9%

JACKSON SYMPHONY ORCHESTRA 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JACKSON SYMPHONY ORCHESTRA 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion