Defined Benefit (Pension) · DOL Form 5500 · 2022

Boston Symphony Orchestra, Inc. Pension Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
96
Participants Small participant base
91st
Percentile by assets National rank
$726,513
Avg per participant High balance/head
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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.

  • #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.

#2,933
in Arts, Entertainment & Recreation (3,077 peers)
+0.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Boston Symphony Orchestra Pension Institution's outsized position 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 $2,050,000,000 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

Boston Symphony Orchestra Pension Institution among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boston Symphony Orchestra Pension Institution is a small filing (96 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 042103550 · Boston Symphony Orchestra, Inc. PY 2022 · Defined Benefit (Pension)

Boston Symphony Orchestra Pension Institution · $70M · 96 · 91st

  • EIN $70M
  • RANK 96
  • PHOTO 91st
  • IND Defined Benefit (Pension)
  • EOY near Mannington Pension Plan and Trust
  • 5500 ind #2933

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 Massachusetts →

Boston Symphony Orchestra Pension Institution in the asset neighbourhood

Local 670 Pension Plan$70MBoston Symphony Orchestra Pension InstitutionBoston Symphony Orchestra Pe…$70MMannington Pension Plan and TrustMannington Pension Plan and …$70MWestern Lake Superior Piping Industry Pension PlanWestern Lake Superior Piping…$70MHitachi High-Tech America, Inc. Retirement PlanHitachi High-Tech America, I…$70M
End-of-year total assets ($M) among Boston Symphony Orchestra Pension Institution and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Boston Symphony Orchestra, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$156M 18.01620664980108% vs 2022
2024 filing year
$130M$140M$150M$160M 202220232024 $132M $156M ▲ +18.0%
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 ($B) Participants Boston Symphony Orchestra Pension Institution, Total assets ($B): 0.06974523 · Participants: 96Boston Symphony Orchestra Pension InstitutionConsolidated 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
Boston Symphony Orchestra Pension Institution vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Boston Symphony Orchestra Pension Institution side-by-side with 3 peers →

Boston Symphony Orchestra Pension Institution's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Mannington Pension Plan and Trust in NJ ($70M); by covered participants it is Angola Wire Pension Trust in IN (96 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70M here).

Similar participant headcount

Nearest other-state filings by covered participants (96 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Boston Symphony Orchestra Pension Institution? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Angola Wire Pension Trust in IN (96 participants, $3M 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 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.