Other · DOL Form 5500 · 2023

Longy School of Music of Bard College Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
178
Participants Small participant base
57th
Percentile by assets National rank
$52,991
Avg per participant Low balance/head
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Official DOL plan name: Longy School of Music Defined Contribution Retirement Plan · Sponsored by Longy School of Music of Bard College · Massachusetts · Educational Services

$9M in assets, 178 participants

Longy School of Music of Bard College's Longy School of Music Defined Contribution Retirement Plan reported $9M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,514 in Educational Services (3,735 peers)

Coverage in Massachusetts

Longy School of Music Defined Contribution Retirement Plan covers 178 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.

#1,514
in Educational Services (3,735 peers)
+7.0%
assets growth YoY

Longy School of Music Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers

Longy School of Music Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,432,335 Top 43% higher than 57% of 127,068 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 2023

Longy School of Music Defined Contribution 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. Longy School of Music Defined Contribution Retirement Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Longy School of Music Defined Contribution Retirement Plan reported net income fell from $1M in the plan year 2022 filing to $623K in the plan year 2023 filing.
  • Longy School of Music Defined Contribution Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Longy School of Music Defined Contribution Retirement Plan reported participants rose from 175 in the plan year 2022 filing to 178 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 141713034 · Longy School of Music of Bard College PY 2023 · Other

Longy School of Music Defined Contribution Retirement Plan · $9M · 178 · 57th

  • BOY $9M
  • BOY 178
  • BOY 57th
  • BOY Other
  • BOY near Little Flower Children & Family Services Defined Contribution Pension Plan
  • BOY ind #1514

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 →

Longy School of Music Defined Contribution Retirement Plan in the asset neighbourhood

Longy School of Music Defined Contribution Retirement PlanLongy School of Music Define…$9MLittle Flower Children & Family Services Defined Contribution Pension PlanLittle Flower Children & Fam…$9MAlliance College Ready Public Schools 403(b) PlanAlliance College Ready Publi…$9M403(b) Thrift Plan of Fort Bend Family Health Center403(b) Thrift Plan of Fort B…$9MHigh Meadows School, Inc. 403(b)High Meadows School, Inc. 40…$9M
End-of-year total assets ($M) among Longy School of Music Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$623K
Employer EIN141713034
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Longy School of Music of Bard College)

Sponsor-wide plan assets over time

All Longy School of Music of Bard College plans reported in each filing year

Latest sponsor-wide plan assets
$390M 25.716446586037158% vs 2022
2024 filing year
$300M$350M$400M 202220232024 $310M $390M ▲ +25.7%
Year Plans Participants Total Assets
2022 2 1,242 $310M
2023 2 1,435 $353M
2024 2 2,606 $390M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Longy School of Music Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Longy School of Music Defined Contribution Retirement Plan, Total assets ($B): 0.009432335 · Participants: 178Longy School of Music Defined Contribution Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Longy School of Music Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Longy School of Music Defined Contribution Retirement Plan side-by-side with 3 peers →

Longy School of Music Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Little Flower Children & Family Services Defined Contribution Pension Plan in NY ($9M); by covered participants it is Institute for Systems Biology Defined Contribution Retirement Plan in WA (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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.

Frequently Asked Questions

How did Longy School of Music Defined Contribution Retirement Plan assets move in 2023? ▼
Longy School of Music Defined Contribution Retirement Plan grew at a solid clip - up 7.0% during 2023, from $9M to $9M. Reported net income was $623K.
How have Longy School of Music of Bard College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Longy School of Music of Bard College's sponsor-wide assets grew 25.7%, from $310M to $390M.
Which Other plans are similar in size to Longy School of Music Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Little Flower Children & Family Services Defined Contribution Pension Plan in NY ($9M, 735 participants).
Which Other plans cover a similar participant headcount to Longy School of Music Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Institute for Systems Biology Defined Contribution Retirement Plan in WA (178 participants, $72M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 141713034.

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.