Other · DOL Form 5500 · 2022
The Joffrey Ballet Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $47,210
- Avg per participant Low balance/head
Official DOL plan name: The Joffrey Ballet 403(b) Retirement Plan · Sponsored by The Joffrey Ballet · Illinois · Arts, Entertainment & Recreation
$4M in assets, 80 participants
The Joffrey Ballet's The Joffrey Ballet 403(b) Retirement Plan reported $4M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.
- #1,935 in Arts, Entertainment & Recreation (3,077 peers)
The Joffrey Ballet multi-year trail
The Joffrey Ballet's plans moved +68.3% in assets from 2022 to 2024; this filing shows The Joffrey Ballet 403(b) Retirement Plan at $4M / 80 participants.
- #1,935
- in Arts, Entertainment & Recreation (3,077 peers)
- -9.0%
- assets change YoY
The plan reported a net loss of $372K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Joffrey Ballet 403(b) Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
The Joffrey Ballet 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,776,779 45th percentile higher than 45% 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
The Joffrey Ballet 403(b) Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Joffrey Ballet 403(b) Retirement Plan is a small filing (80 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 364009741 · The Joffrey Ballet PY 2022 · Other
The Joffrey Ballet 403(b) Retirement Plan · $4M · 80 · 45th
- SCH $4M
- SCH 80
- SCH 45th
- SCH Other
- SCH near Southeastern Guide Dogs, Inc. Retirement Plan
- SCH ind #1935
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 Illinois →
The Joffrey Ballet 403(b) Retirement Plan in the asset neighbourhood
The Joffrey Ballet multi-year asset trail
Sponsor-wide plan assets over time
All The Joffrey Ballet plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 68.33809974054611% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 80 | $4M |
| 2023 | 1 | 113 | $5M |
| 2024 | 1 | 103 | $6M |
The Joffrey Ballet filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$372K |
| Employer EIN | 364009741 |
| Plan Effective Date | 1997-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $5.9B · 15,925
- Northwestern University Retirement Plan $3.5B · 9,465
- The University of Chicago Contributory Retirement Plan $3.1B · 4,552
- Northshore University Healthsystem Tax Deferred Annuity Plan $1.8B · 13,159
- The University of Chicago Supplemental Retirement Plan $1.5B · 7,855
The Joffrey Ballet 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Southeastern Guide Dogs, Inc. Retirement Plan in FL ($4M); by covered participants it is George Ade Memorial Healthcare Center Matching Plan in IN (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (80 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.