Defined Benefit (Pension) · DOL Form 5500 · 2022

Boston Symphony Orchestra, Inc. Pension Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
61
Participants Small participant base
84th
Percentile by assets National rank
$545,570
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. · Sponsored by Boston Symphony Orchestra, Inc. · Massachusetts · Arts, Entertainment & Recreation

$33M in assets, 61 participants

Boston Symphony Orchestra, Inc.'s Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. reported $33M in total assets and 61 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,784 in Arts, Entertainment & Recreation (3,077 peers)

Where Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. sits by assets

Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. sits in the top quartile of all filed plans by assets, $33M for 61 participants (~$545,570/participant), up 1.8% in 2022.

#2,784
in Arts, Entertainment & Recreation (3,077 peers)
+1.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.'s outsized position by total assets

Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. vs every filed plan by assets

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

$33,279,761 Top 16% higher than 84% 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

Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. is a small filing (61 participants) on this national headcount ladder.

Form 5500 schedule snapshot

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

Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. · $33M · 61 · 84th

  • ASSETS $33M
  • ASSETS 61
  • ASSETS 84th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Pension Plan for Employees of Generali - US Branch
  • ASSETS ind #2784

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 →

Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. in the asset neighbourhood

The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated AgenciesThe Defined Benefit Pension …$33MRetirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.Retirement Plan for the Staf…$33MPension Plan for Employees of Generali - US BranchPension Plan for Employees o…$33MDetroit Institute of Arts Pension PlanDetroit Institute of Arts Pe…$33MC&d Technologies, Inc. Pension PlanC&d Technologies, Inc. Pensi…$33M
End-of-year total assets ($M) among Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$33M
Net Income$368K
Employer EIN042103550
Plan Effective Date1957-12-01
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.

Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc., Total assets ($B): 0.033279761 · Participants: 61Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.Consolidated 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
Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. side-by-side with 3 peers →

Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Generali - US Branch in NY ($33M); by covered participants it is Defined Benefit Pension Plan for Classified Salaried Employees of Truck-Lite Co., LLC in PA (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. assets move in 2022? ▼
Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. edged up modestly - up 1.8% during 2022, from $33M to $33M. Reported net income was $368K.
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 Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. rank by assets among Form 5500 filers? ▼
Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of Generali - US Branch in NY ($33M, 12 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Defined Benefit Pension Plan for Classified Salaried Employees of Truck-Lite Co., LLC in PA (61 participants, $23M 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.