Other · DOL Form 5500 · 2023
The Joffrey Ballet Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 113
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $44,439
- Avg per participant Low balance/head
Official DOL plan name: The Joffrey Ballet 403(b) Retirement Plan · Sponsored by The Joffrey Ballet · Illinois · Arts, Entertainment & Recreation
$5M in assets, 113 participants
The Joffrey Ballet's The Joffrey Ballet 403(b) Retirement Plan reported $5M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #1,902 in Arts, Entertainment & Recreation (2,945 peers)
Coverage in Illinois
The Joffrey Ballet 403(b) Retirement Plan covers 113 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $5M.
- #1,902
- in Arts, Entertainment & Recreation (2,945 peers)
- +33.0%
- assets growth YoY
The Joffrey Ballet 403(b) Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
The Joffrey Ballet 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,021,656 44th percentile higher than 44% 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
The Joffrey 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. The Joffrey Ballet 403(b) Retirement Plan sits mid-pack in the medium band (113 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Joffrey Ballet 403(b) Retirement Plan reported net income rose from -$372K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- The Joffrey Ballet 403(b) Retirement Plan reported participants rose from 80 in the plan year 2022 filing to 113 in the plan year 2023 filing.
- The Joffrey Ballet 403(b) Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 364009741 · The Joffrey Ballet PY 2023 · Other
The Joffrey Ballet 403(b) Retirement Plan · $5M · 113 · 44th
- EBSA $5M
- PART 113
- TYPE 44th
- NET Other
- BOOK near Excelsior Academy Retirement Plan
- VS-ST ind #1902
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 Illinois →
The Joffrey Ballet 403(b) Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 364009741 |
| Plan Effective Date | 1997-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Joffrey Ballet)
Sponsor-wide plan assets over time
All The Joffrey Ballet plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 68.33809974054611% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 80 | $4M |
| 2023 | 1 | 113 | $5M |
| 2024 | 1 | 103 | $6M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
The Joffrey Ballet 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Excelsior Academy Retirement Plan in UT ($5M); by covered participants it is North Cross School 403(b) DC Plan in VA (113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Excelsior Academy Retirement Plan (UT) $5M · 145
- Ccnrc 403b Plan (MD) $5M · 382
- Tanager Place Employee 403(b) Retirement Plan (IA) $5M · 301
- Macon Community Hospital 403b Plan (TN) $5M · 235
Similar participant headcount
Nearest other-state filings by covered participants (113 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.