Other · DOL Form 5500 · 2023
Berklee College of Music, Inc. Retirement Plan
Data updated 2026-08-25
- $266M
- Total assets Near avg plan size
- 1,028
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $258,281
- Avg per participant Above avg balance/head
Official DOL plan name: Berklee College of Music, Inc. 403(b) Retirement Savings Plan · Sponsored by Berklee College of Music, Inc. · Massachusetts · Educational Services
$266M in assets, 1,028 participants
Berklee College of Music, Inc.'s Berklee College of Music, Inc. 403(b) Retirement Savings Plan reported $266M in total assets and 1,028 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,482 in Educational Services (3,735 peers)
Where Berklee College of Music, Inc. 403(b) Retirement Savings Plan sits by assets
Berklee College of Music, Inc. 403(b) Retirement Savings Plan sits in the top 5% of all filed plans by assets, $266M for 1,028 participants (~$258,281/participant), up 15.3% in 2023.
- #3,482
- in Educational Services (3,735 peers)
- +15.3%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
Berklee College of Music, Inc. 403(b) Retirement Savings Plan's outsized position by total assets
Berklee College of Music, Inc. 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$265,512,449 Top 4% higher than 96% 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
Berklee College of Music, Inc. 403(b) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berklee College of Music, Inc. 403(b) Retirement Savings Plan lands in the large band (1,028 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Berklee College of Music, Inc. 403(b) Retirement Savings Plan reported net income rose from -$43M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- Berklee College of Music, Inc. 403(b) Retirement Savings Plan reported participants fell from 1,714 in the plan year 2022 filing to 1,028 in the plan year 2023 filing.
- Berklee College of Music, Inc. 403(b) Retirement Savings Plan end-of-year assets rose from $230M in the plan year 2022 filing to $266M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042300472 · Berklee College of Music, Inc. PY 2023 · Other
Berklee College of Music, Inc. 403(b) Retirement Savings Plan · $266M · 1,028 · 96th
- RANK $266M
- RANK 1,028
- RANK 96th
- RANK Other
- RANK near IBEW Local Union 269 Annuity Fund
- RANK ind #3482
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 Educational Services retirement plans → · Plans in Massachusetts →
Berklee College of Music, Inc. 403(b) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $230M |
|---|---|
| Net Assets (End of Year) | $266M |
| Net Income | $35M |
| Employer EIN | 042300472 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berklee College of Music, Inc.)
Sponsor-wide plan assets over time
All Berklee College of Music, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $407M 24.652632008026227% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,071 | $326M |
| 2023 | 2 | 1,342 | $365M |
| 2024 | 2 | 1,233 | $407M |
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
Berklee College of Music, Inc. 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is IBEW Local Union 269 Annuity Fund in NJ ($268M); by covered participants it is Regional Enterprises, Inc. 403(b) Plan in WI (1,027 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($266M here).
- IBEW Local Union 269 Annuity Fund (NJ) $268M · 868
- San Diego State University Foundation Defined Contribution Retirement Plan (CA) $262M · 2,948
- Mount Sinai Matching Contribution Plan (FL) $262M · 4,154
- Chapman University Tax Deferred Annuity (Tda) Retirement Plan (CA) $269M · 1,548
Similar participant headcount
Nearest other-state filings by covered participants (1,028 participants); asset peers above are excluded.
- Regional Enterprises, Inc. 403(b) Plan (WI) 1,027 · 1 off
- Clearbrook Pension Savings Plan (IL) 1,027 · 1 off
- Hawaii Pacific University 403(b) Retirement Plan (HI) 1,027 · 1 off
- Cape Regional Medical Center Defined Contribution Retirement Plan (NJ) 1,026 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.