Defined Benefit (Pension) · DOL Form 5500 · 2023

New York Shakespeare Festival Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
309
Participants Below avg headcount
52nd
Percentile by assets National rank
$23,353
Avg per participant Low balance/head
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Official DOL plan name: New York Shakespeare Festival Retirement Plan · Sponsored by New York Shakespeare Festival · New York · Arts, Entertainment & Recreation

$7M in assets, 309 participants

New York Shakespeare Festival's New York Shakespeare Festival Retirement Plan reported $7M in total assets and 309 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #2,053 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in New York

New York Shakespeare Festival Retirement Plan covers 309 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $7M.

#2,053
in Arts, Entertainment & Recreation (2,945 peers)
+7.3%
assets growth YoY

New York Shakespeare Festival Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

New York Shakespeare Festival Retirement Plan vs every filed plan by assets

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

$7,216,118 Top 48% higher than 52% 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 Shakespeare Festival 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. New York Shakespeare Festival Retirement Plan sits mid-pack in the medium band (309 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New York Shakespeare Festival Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $492K in the plan year 2023 filing.
  • New York Shakespeare Festival Retirement Plan reported participants rose from 265 in the plan year 2022 filing to 309 in the plan year 2023 filing.
  • New York Shakespeare Festival Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 131844852 · New York Shakespeare Festival PY 2023 · Defined Benefit (Pension)

New York Shakespeare Festival Retirement Plan · $7M · 309 · 52nd

  • BOY $7M
  • SCH 309
  • EBSA 52nd
  • PART Defined Benefit (Pension)
  • TYPE near Premium Building Products Company Hourly Employees Pension Plan
  • NET ind #2053

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 Shakespeare Festival Retirement Plan in the asset neighbourhood

The Cineplex Odeon Corporation U.S. Employees Pension PlanThe Cineplex Odeon Corporati…$7MBrooks Armored Car Service, Inc. Pension PlanBrooks Armored Car Service, …$7MNew York Shakespeare Festival Retirement PlanNew York Shakespeare Festiva…$7MPremium Building Products Company Hourly Employees Pension PlanPremium Building Products Co…$7MEmployees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc.Employees' Pension Plan of C…$7M
End-of-year total assets ($M) among New York Shakespeare Festival Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$492K
Employer EIN131844852
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New York Shakespeare Festival)

Sponsor-wide plan assets over time

All New York Shakespeare Festival plans reported in each filing year

Latest sponsor-wide plan assets
$16M 15.95485142216415% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.7M $15.9M ▲ +15.9%
Year Plans Participants Total Assets
2022 2 383 $14M
2023 2 433 $15M
2024 2 403 $16M

Nearby Defined Benefit (Pension) Plans in New York

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

New York Shakespeare Festival Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants New York Shakespeare Festival Retirement Plan, Total assets ($B): 0.007216118 · Participants: 309New York Shakespeare Festival Retirement PlanIBM 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
New York Shakespeare Festival Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare New York Shakespeare Festival Retirement Plan side-by-side with 3 peers →

New York Shakespeare Festival Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Premium Building Products Company Hourly Employees Pension Plan in OH ($7M); by covered participants it is Eecu Employees Pension Plan in TX (309 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (309 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 Shakespeare Festival Retirement Plan assets move in 2023? ▼
New York Shakespeare Festival Retirement Plan grew at a solid clip - up 7.3% during 2023, from $7M to $7M. Reported net income was $492K.
How have New York Shakespeare Festival plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New York Shakespeare Festival's sponsor-wide assets grew 16.0%, from $14M to $16M.
Which Defined Benefit (Pension) plans are similar in size to New York Shakespeare Festival Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Premium Building Products Company Hourly Employees Pension Plan in OH ($7M, 30 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to New York Shakespeare Festival Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Eecu Employees Pension Plan in TX (309 participants, $71M 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 131844852.

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.