Other · DOL Form 5500 · 2022
Boston Ballet Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 235
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $53,033
- Avg per participant Low balance/head
Official DOL plan name: Boston Ballet 403(b) Retirement Plan · Sponsored by Boston Ballet · Massachusetts · Arts, Entertainment & Recreation
$12M in assets, 235 participants
Boston Ballet's Boston Ballet 403(b) Retirement Plan reported $12M in total assets and 235 participants in its 2022 DOL Form 5500 filing, ranking in the 69th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,483 in Arts, Entertainment & Recreation (3,077 peers)
Coverage in Massachusetts
Boston Ballet 403(b) Retirement Plan covers 235 participants in Massachusetts, about 36% of the average Massachusetts filer (state average ~659 per filing). Assets: $12M.
- #2,483
- in Arts, Entertainment & Recreation (3,077 peers)
- -14.6%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Boston Ballet 403(b) Retirement Plan's outsized position by total assets
Boston Ballet 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,462,685 Top 31% higher than 69% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Boston Ballet 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boston Ballet 403(b) Retirement Plan sits mid-pack in the medium band (235 participants).
EBSA filing schedule strip
Filing strip 042312734 · Boston Ballet PY 2022 · Other
Boston Ballet 403(b) Retirement Plan · $12M · 235 · 69th
- ASSETS $12M
- PCT 235
- EIN 69th
- RANK Other
- PHOTO near Texas Chiropractic College DC Retirement Plan
- IND ind #2483
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Arts, Entertainment & Recreation retirement plans → · Plans in Massachusetts →
Boston Ballet 403(b) Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 042312734 |
| Plan Effective Date | 2004-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Boston Ballet)
Sponsor-wide plan assets over time
All Boston Ballet plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 32.196224168387474% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 235 | $12M |
| 2023 | 1 | 250 | $14M |
| 2024 | 1 | 258 | $16M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Boston Ballet 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Texas Chiropractic College DC Retirement Plan in TX ($12M); by covered participants it is University School Retirement Savings Plan in OH (235 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Texas Chiropractic College DC Retirement Plan (TX) $12M · 52
- Community Medical Center Inc. Tax Deferred Annuity Plan (NE) $12M · 204
- National University of Natural Medicine Retirement Plan (OR) $12M · 148
- Ethiopian Community Development Council Inc. Retirement and Employee Savings Plan (VA) $12M · 182
Similar participant headcount
Nearest other-state filings by covered participants (235 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.