Other · DOL Form 5500 · 2022
New York City Ballet, Inc. Retirement Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 970
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $59,734
- Avg per participant Low balance/head
Official DOL plan name: New York City Ballet, Inc 403(b) Plan · Sponsored by New York City Ballet, Inc. · New York · Arts, Entertainment & Recreation
$58M in assets, 970 participants
New York City Ballet, Inc.'s New York City Ballet, Inc 403(b) Plan reported $58M in total assets and 970 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #2,903 in Arts, Entertainment & Recreation (3,077 peers)
Where New York City Ballet, Inc 403(b) Plan sits by assets
New York City Ballet, Inc 403(b) Plan sits in the top quartile of all filed plans by assets, $58M for 970 participants (~$59,734/participant), down 13.9% in 2022.
- #2,903
- in Arts, Entertainment & Recreation (3,077 peers)
- -13.9%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New York City Ballet, Inc 403(b) Plan's outsized position by total assets
New York City Ballet, Inc 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$57,942,234 Top 11% higher than 89% 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
New York City Ballet, Inc 403(b) 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. New York City Ballet, Inc 403(b) Plan sits mid-pack in the medium band (970 participants).
EBSA filing schedule strip
Filing strip 132947386 · New York City Ballet, Inc. PY 2022 · Other
New York City Ballet, Inc 403(b) Plan · $58M · 970 · 89th
- EBSA $58M
- EBSA 970
- EBSA 89th
- EBSA Other
- EBSA near The Wheeler School Defined Contribution Retirement Plan
- EBSA ind #2903
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 New York →
New York City Ballet, Inc 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | -$9M |
| Employer EIN | 132947386 |
| Plan Effective Date | 2010-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New York City Ballet, Inc.)
Sponsor-wide plan assets over time
All New York City Ballet, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 10.564937107967914% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,020 | $79M |
| 2023 | 2 | 1,315 | $90M |
| 2024 | 2 | 1,392 | $88M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
New York City Ballet, Inc 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is The Wheeler School Defined Contribution Retirement Plan in RI ($58M); by covered participants it is Gemba Group Annuity Plan in MD (969 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
- The Wheeler School Defined Contribution Retirement Plan (RI) $58M · 204
- Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan (MA) $58M · 653
- Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan (TX) $58M · 199
- Carnegie Library of Pittsburgh Retirement Savings Plan (PA) $58M · 299
Similar participant headcount
Nearest other-state filings by covered participants (970 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.