Defined Benefit (Pension) · DOL Form 5500 · 2023

Berklee College of Music, Inc. Pension Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
314
Participants Below avg headcount
91st
Percentile by assets National rank
$315,957
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Berklee College of Music, Inc. Retirement Plan · Sponsored by Berklee College of Music, Inc. · Massachusetts · Educational Services

$99M in assets, 314 participants

Berklee College of Music, Inc.'s Berklee College of Music, Inc. Retirement Plan reported $99M in total assets and 314 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,170 in Educational Services (3,735 peers)

Coverage in Massachusetts

Berklee College of Music, Inc. Retirement Plan covers 314 participants in Massachusetts, about 48% of the average Massachusetts filer (state average ~659 per filing). Assets: $99M.

#3,170
in Educational Services (3,735 peers)
+3.4%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Berklee College of Music, Inc. Retirement Plan's outsized position by total assets

Berklee College of Music, Inc. Retirement Plan vs every filed plan by assets

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

$99,210,389 Top 9% higher than 91% 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

Berklee College of Music, Inc. 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. Berklee College of Music, Inc. Retirement Plan sits mid-pack in the medium band (314 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berklee College of Music, Inc. Retirement Plan reported net income rose from -$20M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Berklee College of Music, Inc. Retirement Plan reported participants fell from 357 in the plan year 2022 filing to 314 in the plan year 2023 filing.
  • Berklee College of Music, Inc. Retirement Plan end-of-year assets rose from $96M in the plan year 2022 filing to $99M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042300472 · Berklee College of Music, Inc. PY 2023 · Defined Benefit (Pension)

Berklee College of Music, Inc. Retirement Plan · $99M · 314 · 91st

  • BOY $99M
  • SCH 314
  • EBSA 91st
  • PART Defined Benefit (Pension)
  • TYPE near Gerber Pension Plan
  • NET ind #3170

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 →

Berklee College of Music, Inc. Retirement Plan in the asset neighbourhood

IBEW Local 712 Pension Trust FundIBEW Local 712 Pension Trust…$99MThe New York State Nurses Association Employees' Pension PlanThe New York State Nurses As…$99MGerber Pension Plan$99MDonaldson Company, Inc. Hourly Employees Pension PlanDonaldson Company, Inc. Hour…$99MBerklee College of Music, Inc. Retirement PlanBerklee College of Music, In…$99M
End-of-year total assets ($M) among Berklee College of Music, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$99M
Net Income$3M
Employer EIN042300472
Plan Effective Date1959-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berklee College of Music, Inc.)

Sponsor-wide plan assets over time

All Berklee College of Music, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$407M 24.652632008026227% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $326M $407M ▲ +24.7%
Year Plans Participants Total Assets
2022 2 2,071 $326M
2023 2 1,342 $365M
2024 2 1,233 $407M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Berklee College of Music, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Berklee College of Music, Inc. Retirement Plan, Total assets ($B): 0.099210389 · Participants: 314Berklee College of Music, Inc. Retirement PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Berklee College of Music, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Berklee College of Music, Inc. Retirement Plan side-by-side with 3 peers →

Berklee College of Music, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Gerber Pension Plan in NY ($99M); by covered participants it is Retirement Income Plan of Central Hudson Gas & Electric Corp. in NY (315 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (314 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 Berklee College of Music, Inc. Retirement Plan assets move in 2023? ▼
Berklee College of Music, Inc. Retirement Plan edged up modestly - up 3.4% during 2023, from $96M to $99M. Reported net income was $3M.
How have Berklee College of Music, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berklee College of Music, Inc.'s sponsor-wide assets grew 24.7%, from $326M to $407M.
Where does Berklee College of Music, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Berklee College of Music, Inc. Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Berklee College of Music, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gerber Pension Plan in NY ($99M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Berklee College of Music, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Income Plan of Central Hudson Gas & Electric Corp. in NY (315 participants, $753M 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 042300472.

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.