Other · DOL Form 5500 · 2023
Boston Ballet Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 250
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $57,969
- Avg per participant Low balance/head
Official DOL plan name: Boston Ballet 403(b) Retirement Plan · Sponsored by Boston Ballet · Massachusetts · Arts, Entertainment & Recreation
$14M in assets, 250 participants
Boston Ballet's Boston Ballet 403(b) Retirement Plan reported $14M in total assets and 250 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #2,346 in Arts, Entertainment & Recreation (2,945 peers)
Coverage in Massachusetts
Boston Ballet 403(b) Retirement Plan covers 250 participants in Massachusetts, about 38% of the average Massachusetts filer (state average ~659 per filing). Assets: $14M.
- #2,346
- in Arts, Entertainment & Recreation (2,945 peers)
- +16.3%
- assets growth YoY
Boston Ballet 403(b) Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Boston Ballet 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,492,193 Top 34% higher than 66% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Boston Ballet 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boston Ballet 403(b) Retirement Plan sits mid-pack in the medium band (250 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Boston Ballet 403(b) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Boston Ballet 403(b) Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Boston Ballet 403(b) Retirement Plan reported participants rose from 235 in the plan year 2022 filing to 250 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042312734 · Boston Ballet PY 2023 · Other
Boston Ballet 403(b) Retirement Plan · $14M · 250 · 66th
- SCH $14M
- SCH 250
- SCH 66th
- SCH Other
- SCH near Unity Limited Partnership 403(b) Plan
- SCH ind #2346
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 Ballet 403(b) Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 042312734 |
| Plan Effective Date | 2004-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Boston Ballet)
Sponsor-wide plan assets over time
All Boston Ballet plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 32.196224168387474% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 235 | $12M |
| 2023 | 1 | 250 | $14M |
| 2024 | 1 | 258 | $16M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Boston Ballet 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Unity Limited Partnership 403(b) Plan in WI ($14M); by covered participants it is La Jolla Country Day School Defined Contribution Retirement Plan in CA (250 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Unity Limited Partnership 403(b) Plan (WI) $14M · 252
- Employees' Pension Plan of Glasstech, Inc. (OH) $14M · 62
- Ascend Learning, Inc. 403(b) Plan (NY) $14M · 830
- Birch Family Services 403(b) Retirement Savings Plan (NY) $15M · 810
Similar participant headcount
Nearest other-state filings by covered participants (250 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.