401(k) · DOL Form 5500 · 2023
Boston Red Sox Baseball Club Limited Partnership 401(k) Plan
Data updated 2026-08-25
- $94M
- Total assets Below avg plan size
- 1,515
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $61,793
- Avg per participant Low balance/head
Official DOL plan name: Boston Red Sox Retirement and Savings Plan · Sponsored by Boston Red Sox Baseball Club Limited Partnership · Massachusetts · Arts, Entertainment & Recreation
$94M in assets, 1,515 participants
Boston Red Sox Baseball Club Limited Partnership's Boston Red Sox Retirement and Savings Plan reported $94M in total assets and 1,515 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.
- #2,813 in Arts, Entertainment & Recreation (2,945 peers)
Coverage in Massachusetts
Boston Red Sox Retirement and Savings Plan covers 1,515 participants in Massachusetts, 2.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $94M.
- #2,813
- in Arts, Entertainment & Recreation (2,945 peers)
- +31.7%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Boston Red Sox Retirement and Savings Plan's outsized position by total assets
Boston Red Sox Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$93,616,927 Top 9% higher than 91% 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
Boston Red Sox Retirement and Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boston Red Sox Retirement and Savings Plan lands in the large band (1,515 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Boston Red Sox Retirement and Savings Plan reported net income rose from -$13M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Boston Red Sox Retirement and Savings Plan end-of-year assets rose from $71M in the plan year 2022 filing to $94M in the plan year 2023 filing.
- Boston Red Sox Retirement and Savings Plan reported participants fell from 1,757 in the plan year 2022 filing to 1,515 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042642695 · Boston Red Sox Baseball Club Limited Partnership PY 2023 · 401(k)
Boston Red Sox Retirement and Savings Plan · $94M · 1,515 · 91st
- PART $94M
- PART 1,515
- PART 91st
- PART 401(k)
- PART near Included Health 401(k) Plan
- PART ind #2813
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 Massachusetts →
Boston Red Sox Retirement and Savings Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $94M |
| Net Income | $22M |
| Employer EIN | 042642695 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Boston Red Sox Baseball Club Limited Partnership)
Sponsor-wide plan assets over time
All Boston Red Sox Baseball Club Limited Partnership plans reported in each filing year
- Latest sponsor-wide plan assets
- $162M 29.414508086418774% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,046 | $125M |
| 2023 | 2 | 1,702 | $148M |
| 2024 | 2 | 1,593 | $162M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Boston Red Sox Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Included Health 401(k) Plan in CA ($94M); by covered participants it is Panduit 401(k) and Profit Sharing Plan in IL (1,515 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($94M here).
- Included Health 401(k) Plan (CA) $94M · 2,103
- Safe Credit Union 401(k) Profit-Sharing Plan (CA) $94M · 745
- Ichor Systems, Inc. Retirement Savings Plan (TX) $94M · 1,590
- Mcnees Wallace & Nurick Savings Plan (PA) $94M · 191
Similar participant headcount
Nearest other-state filings by covered participants (1,515 participants); asset peers above are excluded.
- Panduit 401(k) and Profit Sharing Plan (IL) 1,515 · 0 off
- Lopez-Dorada 401(k) Plan (OK) 1,515 · 0 off
- The Pay-O-Matic Corp. 401(k) Retirement Plan (NY) 1,515 · 0 off
- Zenith American Solutions, Inc. Retirement Savings 401(k) Plan (FL) 1,515 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.