Profit Sharing · DOL Form 5500 · 2023

Ballet Theatre Foundation, Inc. Profit Sharing Plan

Data updated 2026-08-11

$10M
Total assets
106
Participants
59th
Percentile by assets
$94,726
Avg per participant
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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.

  • 59th percentile by assets (of 127,072 plans)
  • #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.

$10M
total plan assets (2023 EOY)
106
covered participants
59th
percentile by assets (of 127,072 plans)
$94,726
avg assets per participant

Where Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) sits by total assets

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 $2,010,000,000 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

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 →

State
New York
Industry
Arts, Entertainment & Recreation

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) reports 106 participants - about 13% of that state average ($10M EOY assets).

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.)

$6M$8M$10M$12M$14M 202220232024 $8M $11.8M ▲ +47.9%
Total plan assets by year, all Ballet Theatre Foundation, Inc. plans on file
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 ($B) Participants Ballet Theatre Found…, Total assets ($B): 0.010041001 · Participants: 106Ballet Theatre Found…Annuity Plan of the …, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the …Annuity Fund Iuoe Lo…, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Lo…Annuity Fd of the Iu…, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iu…The Research Foundat…, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundat…Mason Tenders Distri…, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders Distri…
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… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) by total assets, not by location.

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).

Next read for Ballet Theatre Foundation, Inc. Tsa Plan…

Filing takeaways

Ways to act on Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union)'s numbers.

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.