Defined Benefit (Pension) · DOL Form 5500 · 2023
Boston Symphony Orchestra, Inc. Pension Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 53
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $678,539
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. · Sponsored by Boston Symphony Orchestra, Inc. · Massachusetts · Arts, Entertainment & Recreation
$36M in assets, 53 participants
Boston Symphony Orchestra, Inc.'s Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. reported $36M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #2,627 in Arts, Entertainment & Recreation (2,945 peers)
Where Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. sits by assets
Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. sits in the top quartile of all filed plans by assets, $36M for 53 participants (~$678,539/participant), up 8.1% in 2023.
- #2,627
- in Arts, Entertainment & Recreation (2,945 peers)
- +8.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.'s outsized position by total assets
Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$35,962,575 Top 18% higher than 82% 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
Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. is a small filing (53 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. reported net income rose from $368K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. reported participants fell from 61 in the plan year 2022 filing to 53 in the plan year 2023 filing.
- Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. end-of-year assets rose from $33M in the plan year 2022 filing to $36M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042103550 · Boston Symphony Orchestra, Inc. PY 2023 · Defined Benefit (Pension)
Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. · $36M · 53 · 82nd
- ASSETS $36M
- ASSETS 53
- ASSETS 82nd
- ASSETS Defined Benefit (Pension)
- ASSETS near St. Joseph Health Services of Rhode Island Retirement Plan
- ASSETS ind #2627
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 →
Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $3M |
| Employer EIN | 042103550 |
| Plan Effective Date | 1957-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Boston Symphony Orchestra, Inc.)
Sponsor-wide plan assets over time
All Boston Symphony Orchestra, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $156M 18.01620664980108% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 306 | $132M |
| 2023 | 3 | 299 | $142M |
| 2024 | 3 | 320 | $156M |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $10.3B · 58,745
- New England Teamsters Pension Fund $9.1B · 21,786
- Liberty Mutual Retirement Benefit Plan $6.9B · 37,145
- Massachusetts Institute of Technology Basic Retirement Plan $5.4B · 11,888
- N. Atlantic States Carp. Pension Fund $5.0B · 17,166
Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is St. Joseph Health Services of Rhode Island Retirement Plan in RI ($36M); by covered participants it is IBEW Local 1799 Pension Fund in NY (53 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- St. Joseph Health Services of Rhode Island Retirement Plan (RI) $36M · N/A
- Magic Valley Regional Medical Center Pension Plan (ID) $36M · 117
- Meat Cutters Union Local No. 88 and Food Employers Pension Trust (MO) $36M · N/A
- Transport Workers Union of America AFL-CIO Local 100 Staff Pension Plan (NY) $36M · 99
Similar participant headcount
Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.
- IBEW Local 1799 Pension Fund (NY) 53 · 0 off
- Retirement Income Plan for Employees of the Chamber of Commerce of the United States of America (DC) 53 · 0 off
- Nuclear Energy Institute, Inc. Employees Pension Plan (DC) 53 · 0 off
- Pension Plan for Collectively Bargained Indianapolis Water Employees (IN) 53 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.