Defined Benefit (Pension) · DOL Form 5500 · 2022

New York Shakespeare Festival Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
265
Participants Below avg headcount
57th
Percentile by assets National rank
$25,373
Avg per participant Low balance/head
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Official DOL plan name: New York Shakespeare Festival Retirement Plan · Sponsored by New York Shakespeare Festival · New York · Arts, Entertainment & Recreation

$7M in assets, 265 participants

New York Shakespeare Festival's New York Shakespeare Festival Retirement Plan reported $7M in total assets and 265 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #2,211 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in New York

New York Shakespeare Festival Retirement Plan covers 265 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $7M.

#2,211
in Arts, Entertainment & Recreation (3,077 peers)
-16.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

New York Shakespeare Festival Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

New York Shakespeare Festival Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,723,911 Top 43% higher than 57% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

New York Shakespeare Festival 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. New York Shakespeare Festival Retirement Plan sits mid-pack in the medium band (265 participants).

Published 5500 schedule card

Filing strip 131844852 · New York Shakespeare Festival PY 2022 · Defined Benefit (Pension)

New York Shakespeare Festival Retirement Plan · $7M · 265 · 57th

  • PHOTO $7M
  • PHOTO 265
  • PHOTO 57th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near All-State International, Inc. Retirement Plan
  • PHOTO ind #2211

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 Shakespeare Festival Retirement Plan in the asset neighbourhood

Korth Sunseri Hagey Architects Cash Balance Defined Benefit PlanKorth Sunseri Hagey Architec…$7MSchwebel Baking Company Pension PlanSchwebel Baking Company Pens…$7MNew York Shakespeare Festival Retirement PlanNew York Shakespeare Festiva…$7MAll-State International, Inc. Retirement PlanAll-State International, Inc…$7MCjt International, LLC Defined Benefit Pension PlaCjt International, LLC Defin…$7M
End-of-year total assets ($M) among New York Shakespeare Festival Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN131844852
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New York Shakespeare Festival)

Sponsor-wide plan assets over time

All New York Shakespeare Festival plans reported in each filing year

Latest sponsor-wide plan assets
$16M 15.95485142216415% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.7M $15.9M ▲ +15.9%
Year Plans Participants Total Assets
2022 2 383 $14M
2023 2 433 $15M
2024 2 403 $16M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

New York Shakespeare Festival Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants New York Shakespeare Festival Retirement Plan, Total assets ($B): 0.006723911 · Participants: 265New York Shakespeare Festival Retirement PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
New York Shakespeare Festival Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare New York Shakespeare Festival Retirement Plan side-by-side with 3 peers →

New York Shakespeare Festival Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is All-State International, Inc. Retirement Plan in NJ ($7M); by covered participants it is Bss Retirement Plan for Bargained Employees in WA (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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.

Frequently Asked Questions

How did New York Shakespeare Festival Retirement Plan assets move in 2022? ▼
New York Shakespeare Festival Retirement Plan declined sharply - down 16.0% during 2022, from $8M to $7M. Reported net income was -$1M.
How have New York Shakespeare Festival plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New York Shakespeare Festival's sponsor-wide assets grew 16.0%, from $14M to $16M.
Which Defined Benefit (Pension) plans are similar in size to New York Shakespeare Festival Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is All-State International, Inc. Retirement Plan in NJ ($7M, 40 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to New York Shakespeare Festival Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bss Retirement Plan for Bargained Employees in WA (265 participants, $122M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131844852.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.