Other · DOL Form 5500 · 2022
New York Shakespeare Festival Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 118
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $59,184
- Avg per participant Low balance/head
Official DOL plan name: New York Shakespeare Festival 403(b) Plan · Sponsored by New York Shakespeare Festival · New York · Arts, Entertainment & Recreation
$7M in assets, 118 participants
New York Shakespeare Festival's New York Shakespeare Festival 403(b) Plan reported $7M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #2,230 in Arts, Entertainment & Recreation (3,077 peers)
Coverage in New York
New York Shakespeare Festival 403(b) Plan covers 118 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $7M.
- #2,230
- in Arts, Entertainment & Recreation (3,077 peers)
- +16.7%
- assets growth YoY
New York Shakespeare Festival 403(b) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
New York Shakespeare Festival 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,983,719 Top 43% higher than 57% 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
New York Shakespeare Festival 403(b) 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. New York Shakespeare Festival 403(b) Plan sits mid-pack in the medium band (118 participants).
DOL schedule card
Filing strip 131844852 · New York Shakespeare Festival PY 2022 · Other
New York Shakespeare Festival 403(b) Plan · $7M · 118 · 57th
- BOOK $7M
- VS-ST 118
- BOY 57th
- SCH Other
- EBSA near F M G & S P 403(b) Plan
- PART ind #2230
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 New York →
New York Shakespeare Festival 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 131844852 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New York Shakespeare Festival)
Sponsor-wide plan assets over time
All New York Shakespeare Festival plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 15.95485142216415% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 383 | $14M |
| 2023 | 2 | 433 | $15M |
| 2024 | 2 | 403 | $16M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
New York Shakespeare Festival 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is F M G & S P 403(b) Plan in MI ($7M); by covered participants it is Warren Achievement Center, Inc. Internal Revenue Code Section 403(b) in IL (118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- F M G & S P 403(b) Plan (MI) $7M · 344
- The Santa Fe Opera's Retirement Plan (NM) $7M · 83
- Food & Friends, Inc. Retirement Plan (DC) $7M · 61
- Seattle Theatre Group Retirement Savings Plan (WA) $7M · 105
Similar participant headcount
Nearest other-state filings by covered participants (118 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.