Other · DOL Form 5500 · 2022

Longy School of Music of Bard College Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
175
Participants Small participant base
62nd
Percentile by assets National rank
$50,351
Avg per participant Low balance/head
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Official DOL plan name: Longy School of Music Defined Contribution Retirement Plan · Sponsored by Longy School of Music of Bard College · Massachusetts · Educational Services

$9M in assets, 175 participants

Longy School of Music of Bard College's Longy School of Music Defined Contribution Retirement Plan reported $9M in total assets and 175 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #1,833 in Educational Services (4,024 peers)

Coverage in Massachusetts

Longy School of Music Defined Contribution Retirement Plan covers 175 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.

#1,833
in Educational Services (4,024 peers)
+16.1%
assets growth YoY

Longy School of Music Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers

Longy School of Music Defined Contribution Retirement Plan vs every filed plan by assets

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

$8,811,441 Top 38% higher than 62% 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

Longy School of Music Defined Contribution 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. Longy School of Music Defined Contribution Retirement Plan sits mid-pack in the medium band (175 participants).

Plan-year Form 5500 strip

Filing strip 141713034 · Longy School of Music of Bard College PY 2022 · Other

Longy School of Music Defined Contribution Retirement Plan · $9M · 175 · 62nd

  • PART $9M
  • PART 175
  • PART 62nd
  • PART Other
  • PART near Easterseals Midwest 403(b) Plan
  • PART ind #1833

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 →

Longy School of Music Defined Contribution Retirement Plan in the asset neighbourhood

403(b) Thrift Plan of Learning Grove, Inc.403(b) Thrift Plan of Learni…$9MCarlos Albizu University 403(b) DC PlanCarlos Albizu University 403…$9MLongy School of Music Defined Contribution Retirement PlanLongy School of Music Define…$9MEasterseals Midwest 403(b) PlanEasterseals Midwest 403(b) P…$9MWest Central Services, Inc. 403(b) DC Retirement PlanWest Central Services, Inc. …$9M
End-of-year total assets ($M) among Longy School of Music Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN141713034
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Longy School of Music of Bard College)

Sponsor-wide plan assets over time

All Longy School of Music of Bard College plans reported in each filing year

Latest sponsor-wide plan assets
$390M 25.716446586037158% vs 2022
2024 filing year
$300M$350M$400M 202220232024 $310M $390M ▲ +25.7%
Year Plans Participants Total Assets
2022 2 1,242 $310M
2023 2 1,435 $353M
2024 2 2,606 $390M

Nearby Other Plans in Massachusetts

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

Longy School of Music Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Longy School of Music Defined Contribution Retirement Plan, Total assets ($B): 0.008811441 · Participants: 175Longy School of Music Defined Contribution Retirement 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
Longy School of Music Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Longy School of Music Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Easterseals Midwest 403(b) Plan in MO ($9M); by covered participants it is Kentucky Country Day School 403(b) DC Plan in KY (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Longy School of Music Defined Contribution Retirement Plan assets move in 2022?
Longy School of Music Defined Contribution Retirement Plan grew sharply - up 16.1% during 2022, from $8M to $9M. Reported net income was $1M.
How have Longy School of Music of Bard College plan assets changed over time?
Across 3 plan years on file (2022-2024), Longy School of Music of Bard College's sponsor-wide assets grew 25.7%, from $310M to $390M.
Which Other plans are similar in size to Longy School of Music Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Easterseals Midwest 403(b) Plan in MO ($9M, 1,415 participants).
Which Other plans cover a similar participant headcount to Longy School of Music Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Kentucky Country Day School 403(b) DC Plan in KY (175 participants, $38M in assets).