Other · DOL Form 5500 · 2022

Boston Symphony Orchestra, Inc. Retirement Plan

Data updated 2026-08-11

$29M
Total assets
149
Participants
83rd
Percentile by assets
$197,088
Avg per participant
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Official DOL plan name: Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. · Sponsored by Boston Symphony Orchestra, Inc. · Massachusetts · Arts, Entertainment & Recreation

$29M in assets, 149 participants

Boston Symphony Orchestra, Inc.'s Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. reported $29M in total assets and 149 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 139,126 plans)
  • #2,747 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Massachusetts

Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. covers 149 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $29M.

$29M
total plan assets (2022 EOY)
149
covered participants
83rd
percentile by assets (of 139,126 plans)
$197,088
avg assets per participant

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.

Where Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. sits by total assets

Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. vs every filed plan by assets

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

$29,366,097 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Massachusetts
Industry
Arts, Entertainment & Recreation

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. reports 149 participants - about 23% of that state average ($29M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$29M
Net Income-$9M
Employer EIN042103550
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boston Symphony Orchestra, Inc.)

$130M$140M$150M$160M 202220232024 $132M $156M ▲ +18.0%
Total plan assets by year, all Boston Symphony Orchestra, Inc. plans on file
Year Plans Participants Total Assets
2022 3 306 $132M
2023 3 299 $142M
2024 3 320 $156M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Tax Sheltered Annuit…, Total assets ($B): 0.029366097 · Participants: 149Tax Sheltered Annuit…The Mitre Corporatio…, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporatio…Harvard University T…, Total assets ($B): 3.162431633 · Participants: 21269Harvard University T…Boston University Re…, Total assets ($B): 2.46303455 · Participants: 8045Boston University Re…Northeastern Univers…, Total assets ($B): 1.895761726 · Participants: 9310Northeastern Univers…Boston University Su…, Total assets ($B): 1.339557889 · Participants: 12377Boston University Su…
Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Tax Sheltered Annuity Plan for the Staff… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. by total assets, not by location.

Frequently Asked Questions

How did Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. assets move in 2022? ▼
Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. declined sharply - down 23.2% during 2022, from $38M to $29M. Reported net income was -$9M.
How have Boston Symphony Orchestra, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boston Symphony Orchestra, Inc.'s sponsor-wide assets grew 18.0%, from $132M to $156M.
Where does Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. rank by assets among Form 5500 filers? ▼
Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.? ▼
Among Other plans in other states, the closest by assets is The Osborn 403(b) Defined Contribution Retirement Plan in NY ($29M, 712 participants).

Next read for Tax Sheltered Annuity Plan for the Staff…

Filing takeaways

Ways to act on Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.'s numbers.

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 042103550.

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.