Other · DOL Form 5500 · 2022

Berklee College of Music, Inc. Retirement Plan

Data updated 2026-08-25

$230M
Total assets Near avg plan size
1,714
Participants Near avg headcount
96th
Percentile by assets National rank
$134,405
Avg per participant Near avg balance/head
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Official DOL plan name: Berklee College of Music, Inc. 403(b) Retirement Savings Plan · Sponsored by Berklee College of Music, Inc. · Massachusetts · Educational Services

$230M in assets, 1,714 participants

Berklee College of Music, Inc.'s Berklee College of Music, Inc. 403(b) Retirement Savings Plan reported $230M in total assets and 1,714 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,769 in Educational Services (4,024 peers)

Coverage in Massachusetts

Berklee College of Music, Inc. 403(b) Retirement Savings Plan covers 1,714 participants in Massachusetts, 2.6x the typical Massachusetts plan (state average ~659 per filing). Assets: $230M.

#3,769
in Educational Services (4,024 peers)
-15.6%
assets change YoY
2.3×
vs typical plan assets (national mean)

The plan reported a net loss of $43M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Berklee College of Music, Inc. 403(b) Retirement Savings Plan's outsized position by total assets

Berklee College of Music, Inc. 403(b) Retirement Savings Plan vs every filed plan by assets

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

$230,370,700 Top 4% higher than 96% 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

Berklee College of Music, Inc. 403(b) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berklee College of Music, Inc. 403(b) Retirement Savings Plan lands in the large band (1,714 participants).

EBSA filing schedule strip

Filing strip 042300472 · Berklee College of Music, Inc. PY 2022 · Other

Berklee College of Music, Inc. 403(b) Retirement Savings Plan · $230M · 1,714 · 96th

  • SCH $230M
  • SCH 1,714
  • SCH 96th
  • SCH Other
  • SCH near Ellis Hospital Employees Defined Contribution Retirement Plan
  • SCH ind #3769

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 Educational Services retirement plans → · Plans in Massachusetts →

Berklee College of Music, Inc. 403(b) Retirement Savings Plan in the asset neighbourhood

Ellis Hospital Employees Defined Contribution Retirement PlanEllis Hospital Employees Def…$231MBerklee College of Music, Inc. 403(b) Retirement Savings PlanBerklee College of Music, In…$230MOhio Northern University Defined Contribution Retirement PlanOhio Northern University Def…$230MAmerican Institutes for Research Retirement PlanAmerican Institutes for Rese…$230MMacalester College 403(b) Retirement PlanMacalester College 403(b) Re…$230M
End-of-year total assets ($M) among Berklee College of Music, Inc. 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$273M
Net Assets (End of Year)$230M
Net Income-$43M
Employer EIN042300472
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berklee College of Music, Inc.)

Sponsor-wide plan assets over time

All Berklee College of Music, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$407M 24.652632008026227% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $326M $407M ▲ +24.7%
Year Plans Participants Total Assets
2022 2 2,071 $326M
2023 2 1,342 $365M
2024 2 1,233 $407M

Nearby Other Plans in Massachusetts

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

Berklee College of Music, Inc. 403(b) Retirement Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 012345 Total assets ($B) Participants Berklee College of Music, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.2303707 · Participants: 1714Berklee College of Music, Inc. 403(b) Retirement Savings PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Berklee College of Music, Inc. 403(b) Retirement Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Berklee College of Music, Inc. 403(b) Retirement Savings Plan side-by-side with 3 peers →

Berklee College of Music, Inc. 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Ellis Hospital Employees Defined Contribution Retirement Plan in NY ($231M); by covered participants it is Cayuga Medical Center Retirement Savings Plan in NY (1,713 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,714 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 Berklee College of Music, Inc. 403(b) Retirement Savings Plan assets move in 2022? ▼
Berklee College of Music, Inc. 403(b) Retirement Savings Plan declined sharply - down 15.6% during 2022, from $273M to $230M. Reported net income was -$43M.
How have Berklee College of Music, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berklee College of Music, Inc.'s sponsor-wide assets grew 24.7%, from $326M to $407M.
Where does Berklee College of Music, Inc. 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Berklee College of Music, Inc. 403(b) Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Berklee College of Music, Inc. 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Ellis Hospital Employees Defined Contribution Retirement Plan in NY ($231M, 2,654 participants).
Which Other plans cover a similar participant headcount to Berklee College of Music, Inc. 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Cayuga Medical Center Retirement Savings Plan in NY (1,713 participants, $87M 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 042300472.

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.