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Employer · plans filed under one EIN

The Musical Arts Association

Cleveland, OH · Arts, entertainment and recreation

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$106Mnet assets across plans
561participant records296 active
$16.4Memployer contributions, latest plan years$55,472 per active record
$323KSchedule C compensation to organisations$575.84 per participant record

The Musical Arts Association, based in Cleveland, Ohio, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 561 participant records and $106M in net assets.

The largest is The Musical Arts Association Retirement Plan, a defined benefit pension plan with 302 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $16.4M and participant contributions $1.0M in the latest plan years; benefits paid were $8.0M. Schedule C compensation reported to service provider organisations totalled $323K.

Combined net assets moved from $36.2M in 2009 to $106M in 2024 (up 193%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
The Musical Arts Association Retirement Plandefined benefit pension plan2024302$69.2M$228,984$186,622$230K
The Musical Arts Association 403(b) Retirement Plan403(b) plan2024259$36.9M$142,630$8,547$93K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $36.2M2010: $35.5M2011: $41.0M2012: $49.2M2013: $55.5M2014: $56.6M2015: $55.8M2016: $62.5M2017: $75.1M2018: $74.1M2019: $78.9M2020: $92.2M2021: $82.7M2022: $78.1M2023: $89.4M2024: $106M$36.2M$106M20092012201620202024
Combined net assets
2009: 4662010: 5712011: 5702012: 5652013: 5692014: 5712015: 5772016: 5862017: 5952018: 5842019: 5812020: 5842021: 5762022: 5732023: 5842024: 56146659556120092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242561$106M$16.4M$1.0M
20232584$89.4M$3.3M$925K
20222573$78.1M$2.4M$897K
20212576$82.7M$2.0M$685K
20202584$92.2M$1.8M$550K
20192581$78.9M$2.0M$481K
20182584$74.1M$1.7M$431K
20172595$75.1M$13.4M$391K
20162586$62.5M$2.8M$396K
20152577$55.8M$1.7M$418K
20142571$56.6M$4.4M$378K
20132569$55.5M$4.6M$374K
20122565$49.2M$4.6M$402K
20112570$41.0M$5.8M$388K
20102571$35.5M$952K$348K
20092466$36.2M$250K$238K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Towers WatsonActuarial1$77,888
Gallagher Benefit Services, Inc.Actuarial; Consulting (pension)1$71,600
Principal Life Insurance CompanyContract Administrator; Participant loan processing1$57,358
RSM US LLPAccounting (including auditing)1$32,000
Global Retirement Partners LLCInvestment advisory (plan)1$27,413
Monticello Associates, Inc.Investment advisory (plan)1$25,395
Wellington Trust Company, NAInvestment management1$17,762
Empower Annuity Insurance Company—1$7,796
Keybank National AssociationAccounting (including auditing); Contract Administrator; Custodial (securities); Trustee (bank, trust company, or similar financial institution)1$5,657
Empower Financial Services, Inc.Securities brokerage1$175

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Towers Watson$78K
Gallagher Benefit Services, Inc.$72K
Principal Life Insurance Company$57K
RSM US LLP$32K
Global Retirement Partners LLC$27K
Monticello Associates, Inc.$25K
Wellington Trust Company, NA$18K
Empower Annuity Insurance Company$7,796

Questions and answers

How many retirement plans does The Musical Arts Association have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: The Musical Arts Association Retirement Plan and The Musical Arts Association 403(b) Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does The Musical Arts Association contribute to its plans?

$16,419,714 in employer contributions across these plans in their latest plan years, about $55,472 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Towers Watson, Gallagher Benefit Services, Inc., Principal Life Insurance Company and RSM US LLP and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.