Profit Sharing · DOL Form 5500 · 2023

Ballet Theatre Foundation, Inc. Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
106
Participants Small participant base
59th
Percentile by assets National rank
$94,726
Avg per participant Below avg balance/head
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Official DOL plan name: Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) · Sponsored by Ballet Theatre Foundation, Inc. · New York · Arts, Entertainment & Recreation

$10M in assets, 106 participants

Ballet Theatre Foundation, Inc.'s Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) reported $10M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #2,183 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in New York

Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) covers 106 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $10M.

#2,183
in Arts, Entertainment & Recreation (2,945 peers)
+25.6%
assets growth YoY

Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union)'s mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) vs every filed plan by assets

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

$10,041,001 Top 41% higher than 59% 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

Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) 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. Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) reported participants rose from 87 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 131882106 · Ballet Theatre Foundation, Inc. PY 2023 · Profit Sharing

Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) · $10M · 106 · 59th

  • PART $10M
  • TYPE 106
  • NET 59th
  • BOOK Profit Sharing
  • VS-ST near Alantra LLC Profit Sharing Plan
  • BOY ind #2183

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 →

Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) in the asset neighbourhood

Alantra LLC Profit Sharing PlanAlantra LLC Profit Sharing P…$10MHarris & Hart, Inc. Employees' Profit Sharing PlanHarris & Hart, Inc. Employee…$10MBallet Theatre Foundation, Inc. Tsa Plan (Dancers' Union)Ballet Theatre Foundation, I…$10MSafe-Harbor 403(b) Thrift Plan for Employees of Nuway AllianceSafe-Harbor 403(b) Thrift Pl…$10MOakland Zoo 403(b) Plan$10M
End-of-year total assets ($M) among Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN131882106
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ballet Theatre Foundation, Inc.)

Sponsor-wide plan assets over time

All Ballet Theatre Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 47.97934544290229% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8M $11.8M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 87 $8M
2023 1 106 $10M
2024 1 102 $12M

Nearby Profit Sharing Plans in New York

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

Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union), Total assets ($B): 0.010041001 · Participants: 106Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union)Annuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) side-by-side with 3 peers →

Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union)'s out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Alantra LLC Profit Sharing Plan in MA ($10M); by covered participants it is Pharmachem Laboratories, Inc. Profit Sharing Plan in DE (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) assets move in 2023? ▼
Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) grew sharply - up 25.6% during 2023, from $8M to $10M. Reported net income was $2M.
How have Ballet Theatre Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ballet Theatre Foundation, Inc.'s sponsor-wide assets grew 48.0%, from $8M to $12M.
Which Profit Sharing plans are similar in size to Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union)? ▼
Among Profit Sharing plans in other states, the closest by assets is Alantra LLC Profit Sharing Plan in MA ($10M, 42 participants).
Which Profit Sharing plans cover a similar participant headcount to Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union)? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Pharmachem Laboratories, Inc. Profit Sharing Plan in DE (106 participants, $48M 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 131882106.

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.