Other · DOL Form 5500 · 2023

New York City Ballet, Inc Retirement Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
1,266
Participants Near avg headcount
88th
Percentile by assets National rank
$52,173
Avg per participant Low balance/head
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Official DOL plan name: New York City Ballet, Inc 403(b) Plan · Sponsored by New York City Ballet, Inc · New York · Arts, Entertainment & Recreation

$66M in assets, 1,266 participants

New York City Ballet, Inc's New York City Ballet, Inc 403(b) Plan reported $66M in total assets and 1,266 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,761 in Arts, Entertainment & Recreation (2,945 peers)

Where New York City Ballet, Inc 403(b) Plan sits by assets

New York City Ballet, Inc 403(b) Plan sits in the top quartile of all filed plans by assets, $66M for 1,266 participants (~$52,173/participant), up 14.0% in 2023.

#2,761
in Arts, Entertainment & Recreation (2,945 peers)
+14.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

New York City Ballet, Inc 403(b) Plan's outsized position by total assets

New York City Ballet, Inc 403(b) Plan vs every filed plan by assets

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

$66,051,061 Top 12% higher than 88% 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

New York City Ballet, Inc 403(b) 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. New York City Ballet, Inc 403(b) Plan lands in the large band (1,266 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New York City Ballet, Inc 403(b) Plan reported net income rose from -$9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • New York City Ballet, Inc 403(b) Plan reported participants rose from 970 in the plan year 2022 filing to 1,266 in the plan year 2023 filing.
  • New York City Ballet, Inc 403(b) Plan end-of-year assets rose from $58M in the plan year 2022 filing to $66M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 132947386 · New York City Ballet, Inc PY 2023 · Other

New York City Ballet, Inc 403(b) Plan · $66M · 1,266 · 88th

  • PART $66M
  • PART 1,266
  • PART 88th
  • PART Other
  • PART near Bennington College 403(b) DC Plan
  • PART ind #2761

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 →

New York City Ballet, Inc 403(b) Plan in the asset neighbourhood

Bennington College 403(b) DC PlanBennington College 403(b) DC…$66MNew York City Ballet, Inc 403(b) PlanNew York City Ballet, Inc 40…$66MPark University Retirement PlanPark University Retirement P…$66MInsurance Institute for Highway Safety Retirement PlanInsurance Institute for High…$66MQueens University of Charlotte Retirement PlanQueens University of Charlot…$66M
End-of-year total assets ($M) among New York City Ballet, Inc 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$66M
Net Income$8M
Employer EIN132947386
Plan Effective Date2010-08-01
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 Other Plans in New York

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

New York City Ballet, Inc 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants New York City Ballet, Inc 403(b) Plan, Total assets ($B): 0.066051061 · Participants: 1266New York City Ballet, Inc 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
New York City Ballet, Inc 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare New York City Ballet, Inc 403(b) Plan side-by-side with 3 peers →

New York City Ballet, Inc 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Bennington College 403(b) DC Plan in VT ($66M); by covered participants it is Seton Hall University Retirement Plan in NJ (1,264 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,266 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 New York City Ballet, Inc 403(b) Plan assets move in 2023? ▼
New York City Ballet, Inc 403(b) Plan grew at a solid clip - up 14.0% during 2023, from $58M to $66M. Reported net income was $8M.
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 New York City Ballet, Inc 403(b) Plan rank by assets among Form 5500 filers? ▼
New York City Ballet, Inc 403(b) Plan ranks in the 88th 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 Other plans are similar in size to New York City Ballet, Inc 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Bennington College 403(b) DC Plan in VT ($66M, 335 participants).
Which Other plans cover a similar participant headcount to New York City Ballet, Inc 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Seton Hall University Retirement Plan in NJ (1,264 participants, $628M 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.