Defined Benefit (Pension) · DOL Form 5500 · 2022

Boston Symphony Orchestra, Inc. Pension Plan

Data updated 2026-08-11

$70M
Total assets
96
Participants
91st
Percentile by assets
$726,513
Avg per participant
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Official DOL plan name: Boston Symphony Orchestra Pension Institution · Sponsored by Boston Symphony Orchestra, Inc. · Massachusetts · Arts, Entertainment & Recreation

$70M in assets, 96 participants

Boston Symphony Orchestra, Inc.'s Boston Symphony Orchestra Pension Institution reported $70M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 139,126 plans)
  • #2,933 in Arts, Entertainment & Recreation (3,077 peers)

Where Boston Symphony Orchestra Pension Institution sits by assets

Boston Symphony Orchestra Pension Institution sits in the top 10% of all filed plans by assets, $70M for 96 participants (~$726,513/participant), up 0.1% in 2022.

$70M
total plan assets (2022 EOY)
96
covered participants
91st
percentile by assets (of 139,126 plans)
$726,513
avg assets per participant

Where Boston Symphony Orchestra Pension Institution sits by total assets

Boston Symphony Orchestra Pension Institution vs every filed plan by assets

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

$69,745,230 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Massachusetts
Industry
Arts, Entertainment & Recreation

Boston Symphony Orchestra Pension Institution vs the 2022 asset distribution

By assets, Boston Symphony Orchestra Pension Institution outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$70M
Net Income$97K
Employer EIN042103550
Plan Effective Date1903-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boston Symphony Orchestra, Inc.)

$130M$140M$150M$160M 202220232024 $132M $156M ▲ +18.0%
Total plan assets by year, all Boston Symphony Orchestra, Inc. plans on file
Year Plans Participants Total Assets
2022 3 306 $132M
2023 3 299 $142M
2024 3 320 $156M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Boston Symphony Orchestra Pension Institution vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Boston Symphony Orch…, Total assets ($B): 0.06974523 · Participants: 96Boston Symphony Orch…Consolidated Cash Ba…, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Ba…Liberty Mutual Retir…, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retir…Massachusetts Instit…, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Instit…N. Atlantic States C…, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States C…N. Atlantic States C…, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States C…
Boston Symphony Orchestra Pension Institution vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Boston Symphony Orchestra Pension Instit… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Boston Symphony Orchestra Pension Institution by total assets, not by location.

Frequently Asked Questions

How did Boston Symphony Orchestra Pension Institution assets move in 2022? ▼
Boston Symphony Orchestra Pension Institution held essentially flat - up 0.1% during 2022, from $70M to $70M. Reported net income was $97K.
How have Boston Symphony Orchestra, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boston Symphony Orchestra, Inc.'s sponsor-wide assets grew 18.0%, from $132M to $156M.
Where does Boston Symphony Orchestra Pension Institution rank by assets among Form 5500 filers? ▼
Boston Symphony Orchestra Pension Institution ranks in the 91st 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 Boston Symphony Orchestra Pension Institution? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mannington Pension Plan and Trust in NJ ($70M, 132 participants).

Next read for Boston Symphony Orchestra Pension Instit…

Scale reading

Ways to act on Boston Symphony Orchestra Pension Institution's numbers.

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 042103550.

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.