Other · DOL Form 5500 · 2022
Boston Symphony Orchestra, Inc. Retirement Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 149
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $197,088
- Avg per participant Above avg balance/head
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.
- #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.
- #2,747
- in Arts, Entertainment & Recreation (3,077 peers)
- -23.2%
- assets change YoY
- 0.3×
- 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.
Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.'s outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. 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. Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. sits mid-pack in the medium band (149 participants).
EBSA filing schedule strip
Filing strip 042103550 · Boston Symphony Orchestra, Inc. PY 2022 · Other
Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. · $29M · 149 · 83rd
- RANK $29M
- RANK 149
- RANK 83rd
- RANK Other
- RANK near The Osborn 403(b) Defined Contribution Retirement Plan
- RANK ind #2747
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 →
Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | -$9M |
| Employer EIN | 042103550 |
| Plan Effective Date | 1990-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Boston Symphony Orchestra, Inc.)
Sponsor-wide plan assets over time
All Boston Symphony Orchestra, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $156M 18.01620664980108% vs 2022
- 2024 filing year
| 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.
- 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
Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.'s out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Osborn 403(b) Defined Contribution Retirement Plan in NY ($29M); by covered participants it is Alta Bates Summit 403(b) Tda Retirement Plan in CA (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (149 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.