Defined Benefit (Pension) · DOL Form 5500 · 2023

New York City Ballet, Inc. Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
49
Participants Small participant base
76th
Percentile by assets National rank
$482,532
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Salaried Employees of New York City Ballet, Inc. · Sponsored by New York City Ballet, Inc. · New York · Arts, Entertainment & Recreation

$24M in assets, 49 participants

New York City Ballet, Inc.'s Retirement Plan for Salaried Employees of New York City Ballet, Inc. reported $24M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,506 in Arts, Entertainment & Recreation (2,945 peers)

Where Retirement Plan for Salaried Employees of New York City Ballet, Inc. sits by assets

Retirement Plan for Salaried Employees of New York City Ballet, Inc. sits in the top quartile of all filed plans by assets, $24M for 49 participants (~$482,532/participant), up 11.0% in 2023.

#2,506
in Arts, Entertainment & Recreation (2,945 peers)
+11.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Retirement Plan for Salaried Employees of New York City Ballet, Inc.'s outsized position by total assets

Retirement Plan for Salaried Employees of New York City Ballet, Inc. vs every filed plan by assets

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

$23,644,076 Top 24% higher than 76% 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

Retirement Plan for Salaried Employees of New York City Ballet, Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Salaried Employees of New York City Ballet, Inc. is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Salaried Employees of New York City Ballet, Inc. reported net income rose from -$7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Retirement Plan for Salaried Employees of New York City Ballet, Inc. end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Retirement Plan for Salaried Employees of New York City Ballet, Inc. reported participants fell from 50 in the plan year 2022 filing to 49 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 132947386 · New York City Ballet, Inc. PY 2023 · Defined Benefit (Pension)

Retirement Plan for Salaried Employees of New York City Ballet, Inc. · $24M · 49 · 76th

  • NET $24M
  • NET 49
  • NET 76th
  • NET Defined Benefit (Pension)
  • NET near The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina
  • NET ind #2506

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 New York →

Retirement Plan for Salaried Employees of New York City Ballet, Inc. in the asset neighbourhood

The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South CarolinaThe Si Group, Inc. Pension P…$24MRetirement Plan for Salaried Employees of New York City Ballet, Inc.Retirement Plan for Salaried…$24MOkuma America Corporation Pension PlanOkuma America Corporation Pe…$24MInternational Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension FundInternational Association of…$24MGreat Lakes Coca-Cola Distribution Union Pension PlanGreat Lakes Coca-Cola Distri…$24M
End-of-year total assets ($M) among Retirement Plan for Salaried Employees of New York City Ballet, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN132947386
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New York City Ballet, Inc.)

Sponsor-wide plan assets over time

All New York City Ballet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$88M 10.564937107967914% vs 2022
2024 filing year
$75M$80M$85M$90M$95M 202220232024 $79.2M $87.6M ▲ +10.6%
Year Plans Participants Total Assets
2022 2 1,020 $79M
2023 2 1,315 $90M
2024 2 1,392 $88M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Salaried Employees of New York City Ballet, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Retirement Plan for Salaried Employees of New York City Ballet, Inc., Total assets ($B): 0.023644076 · Participants: 49Retirement Plan for Salaried Employees of New York City Ballet, Inc.IBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Retirement Plan for Salaried Employees of New York City Ballet, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Retirement Plan for Salaried Employees of New York City Ballet, Inc. side-by-side with 3 peers →

Retirement Plan for Salaried Employees of New York City Ballet, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina in TX ($24M); by covered participants it is Management-Labor Pension Fund Local 1730 Ila in NJ (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Retirement Plan for Salaried Employees of New York City Ballet, Inc. assets move in 2023? ▼
Retirement Plan for Salaried Employees of New York City Ballet, Inc. grew at a solid clip - up 11.0% during 2023, from $21M to $24M. Reported net income was $2M.
How have New York City Ballet, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New York City Ballet, Inc.'s sponsor-wide assets grew 10.6%, from $79M to $88M.
Where does Retirement Plan for Salaried Employees of New York City Ballet, Inc. rank by assets among Form 5500 filers? ▼
Retirement Plan for Salaried Employees of New York City Ballet, Inc. ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Salaried Employees of New York City Ballet, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina in TX ($24M, 142 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Salaried Employees of New York City Ballet, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Management-Labor Pension Fund Local 1730 Ila in NJ (49 participants, $64M 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 132947386.

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.