Defined Benefit (Pension) · DOL Form 5500 · 2022

Berklee College of Music, Inc. Pension Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
357
Participants Below avg headcount
93rd
Percentile by assets National rank
$268,654
Avg per participant High balance/head
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Official DOL plan name: Berklee College of Music, Inc. Retirement Plan · Sponsored by Berklee College of Music, Inc. · Massachusetts · Educational Services

$96M in assets, 357 participants

Berklee College of Music, Inc.'s Berklee College of Music, Inc. Retirement Plan reported $96M in total assets and 357 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,484 in Educational Services (4,024 peers)

Where Berklee College of Music, Inc. Retirement Plan sits by assets

Berklee College of Music, Inc. Retirement Plan sits in the top 10% of all filed plans by assets, $96M for 357 participants (~$268,654/participant), down 17.2% in 2022.

#3,484
in Educational Services (4,024 peers)
-17.2%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Berklee College of Music, Inc. Retirement Plan's outsized position by total assets

Berklee College of Music, Inc. Retirement Plan vs every filed plan by assets

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

$95,909,650 Top 7% higher than 93% 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. 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. Berklee College of Music, Inc. Retirement Plan sits mid-pack in the medium band (357 participants).

Plan-year Form 5500 strip

Filing strip 042300472 · Berklee College of Music, Inc. PY 2022 · Defined Benefit (Pension)

Berklee College of Music, Inc. Retirement Plan · $96M · 357 · 93rd

  • RANK $96M
  • PHOTO 357
  • IND 93rd
  • EOY Defined Benefit (Pension)
  • 5500 near Suncor Energy US Pension Plan
  • ASSETS ind #3484

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. Retirement Plan in the asset neighbourhood

Arizona Sheet Metal Pension Trust FundArizona Sheet Metal Pension …$96MBerklee College of Music, Inc. Retirement PlanBerklee College of Music, In…$96MSuncor Energy US Pension Plan$96MSpire Missouri West Retirement Income PlanSpire Missouri West Retireme…$96MPhiladelphia Marine Trade Association International Longshoremen's Association Pension FundPhiladelphia Marine Trade As…$96M
End-of-year total assets ($M) among Berklee College of Music, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$96M
Net Income-$20M
Employer EIN042300472
Plan Effective Date1959-02-01
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 Defined Benefit (Pension) Plans in Massachusetts

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

Berklee College of Music, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Berklee College of Music, Inc. Retirement Plan, Total assets ($B): 0.09590965 · Participants: 357Berklee College of Music, Inc. Retirement PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity Fund
Berklee College of Music, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Berklee College of Music, Inc. Retirement Plan side-by-side with 3 peers →

Berklee College of Music, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Suncor Energy US Pension Plan in CO ($96M); by covered participants it is Lifespire Retirement Plan in NY (357 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (357 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. Retirement Plan assets move in 2022? ▼
Berklee College of Music, Inc. Retirement Plan declined sharply - down 17.2% during 2022, from $116M to $96M. Reported net income was -$20M.
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. Retirement Plan rank by assets among Form 5500 filers? ▼
Berklee College of Music, Inc. Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Berklee College of Music, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Suncor Energy US Pension Plan in CO ($96M, 568 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Berklee College of Music, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lifespire Retirement Plan in NY (357 participants, $47M 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.