Other · DOL Form 5500 · 2023
New England Conservatory Retirement Plan
Data updated 2026-08-25
- $72M
- Total assets Below avg plan size
- 294
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $245,620
- Avg per participant Above avg balance/head
Official DOL plan name: New England Conservatory of Music 403(b) Plan · Sponsored by New England Conservatory · Massachusetts · Educational Services
$72M in assets, 294 participants
New England Conservatory's New England Conservatory of Music 403(b) Plan reported $72M in total assets and 294 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #2,993 in Educational Services (3,735 peers)
Coverage in Massachusetts
New England Conservatory of Music 403(b) Plan covers 294 participants in Massachusetts, about 45% of the average Massachusetts filer (state average ~659 per filing). Assets: $72M.
- #2,993
- in Educational Services (3,735 peers)
- +10.1%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
New England Conservatory of Music 403(b) Plan's outsized position by total assets
New England Conservatory of Music 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$72,212,230 Top 11% higher than 89% 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
New England Conservatory of Music 403(b) 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 England Conservatory of Music 403(b) Plan sits mid-pack in the medium band (294 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New England Conservatory of Music 403(b) Plan reported net income rose from -$12M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- New England Conservatory of Music 403(b) Plan reported participants fell from 558 in the plan year 2022 filing to 294 in the plan year 2023 filing.
- New England Conservatory of Music 403(b) Plan end-of-year assets rose from $66M in the plan year 2022 filing to $72M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 237225104 · New England Conservatory PY 2023 · Other
New England Conservatory of Music 403(b) Plan · $72M · 294 · 89th
- PART $72M
- PART 294
- PART 89th
- PART Other
- PART near Transylvania University Retirement Plan
- PART ind #2993
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 →
New England Conservatory of Music 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | $7M |
| Employer EIN | 237225104 |
| Plan Effective Date | 1974-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New England Conservatory)
Sponsor-wide plan assets over time
All New England Conservatory plans reported in each filing year
- Latest sponsor-wide plan assets
- $78M 19.308071973410055% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 558 | $66M |
| 2023 | 1 | 294 | $72M |
| 2024 | 1 | 572 | $78M |
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
New England Conservatory of Music 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Transylvania University Retirement Plan in KY ($72M); by covered participants it is St. Mary's Home for Disabled Children, Inc. Supplemental Retirement Plan in VA (294 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($72M here).
Similar participant headcount
Nearest other-state filings by covered participants (294 participants); asset peers above are excluded.
- St. Mary's Home for Disabled Children, Inc. Supplemental Retirement Plan (VA) 294 · 0 off
- Roessler Chadwick Foundation Dba Chadwick School Retirement Plan (CA) 294 · 0 off
- 403(b) Thrift Plan for Employees of Community Action Partnership of Lancaster County, Inc. (PA) 294 · 0 off
- Shenandoah Valley Medical System Inc. Retirement Plan (WV) 293 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.