Other · DOL Form 5500 · 2023

New York Shakespeare Festival Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
124
Participants Small participant base
54th
Percentile by assets National rank
$65,360
Avg per participant Low balance/head
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Official DOL plan name: New York Shakespeare Festival 403(b) Plan · Sponsored by New York Shakespeare Festival · New York · Arts, Entertainment & Recreation

$8M in assets, 124 participants

New York Shakespeare Festival's New York Shakespeare Festival 403(b) Plan reported $8M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,089 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in New York

New York Shakespeare Festival 403(b) Plan covers 124 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $8M.

#2,089
in Arts, Entertainment & Recreation (2,945 peers)
+16.0%
assets growth YoY

New York Shakespeare Festival 403(b) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

New York Shakespeare Festival 403(b) Plan vs every filed plan by assets

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

$8,104,598 Top 46% higher than 54% 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

New York Shakespeare Festival 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 York Shakespeare Festival 403(b) Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New York Shakespeare Festival 403(b) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • New York Shakespeare Festival 403(b) Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • New York Shakespeare Festival 403(b) Plan reported participants rose from 118 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 131844852 · New York Shakespeare Festival PY 2023 · Other

New York Shakespeare Festival 403(b) Plan · $8M · 124 · 54th

  • PCT $8M
  • PCT 124
  • PCT 54th
  • PCT Other
  • PCT near Baywood Court Employee Savings Plan
  • PCT ind #2089

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 →

New York Shakespeare Festival 403(b) Plan in the asset neighbourhood

403(b) Thrift Plan of Achievekids403(b) Thrift Plan of Achiev…$8MNew York Shakespeare Festival 403(b) PlanNew York Shakespeare Festiva…$8MBaywood Court Employee Savings PlanBaywood Court Employee Savin…$8MMilwaukee Art Museum, Inc. Employees' Retirement Income PlanMilwaukee Art Museum, Inc. E…$8MThe Boston Home, Inc. Retirement Savings PlanThe Boston Home, Inc. Retire…$8M
End-of-year total assets ($M) among New York Shakespeare Festival 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN131844852
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New York Shakespeare Festival)

Sponsor-wide plan assets over time

All New York Shakespeare Festival plans reported in each filing year

Latest sponsor-wide plan assets
$16M 15.95485142216415% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.7M $15.9M ▲ +15.9%
Year Plans Participants Total Assets
2022 2 383 $14M
2023 2 433 $15M
2024 2 403 $16M

Nearby Other Plans in New York

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

New York Shakespeare Festival 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants New York Shakespeare Festival 403(b) Plan, Total assets ($B): 0.008104598 · Participants: 124New York Shakespeare Festival 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
New York Shakespeare Festival 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare New York Shakespeare Festival 403(b) Plan side-by-side with 3 peers →

New York Shakespeare Festival 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Baywood Court Employee Savings Plan in CA ($8M); by covered participants it is Marthas Table Inc. 403b Plan in DC (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 New York Shakespeare Festival 403(b) Plan assets move in 2023? ▼
New York Shakespeare Festival 403(b) Plan grew sharply - up 16.0% during 2023, from $7M to $8M. Reported net income was $1M.
How have New York Shakespeare Festival plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New York Shakespeare Festival's sponsor-wide assets grew 16.0%, from $14M to $16M.
Which Other plans are similar in size to New York Shakespeare Festival 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Baywood Court Employee Savings Plan in CA ($8M, 208 participants).
Which Other plans cover a similar participant headcount to New York Shakespeare Festival 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Marthas Table Inc. 403b Plan in DC (124 participants, $4M 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 131844852.

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.