Defined Benefit (Pension) · DOL Form 5500 · 2023
Boston Symphony Orchestra, Inc. Pension Plan
Data updated 2026-08-25
- $75M
- Total assets Below avg plan size
- 98
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $764,854
- Avg per participant High balance/head
Official DOL plan name: Boston Symphony Orchestra Pension Institution · Sponsored by Boston Symphony Orchestra, Inc. · Massachusetts · Arts, Entertainment & Recreation
$75M in assets, 98 participants
Boston Symphony Orchestra, Inc.'s Boston Symphony Orchestra Pension Institution reported $75M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #2,780 in Arts, Entertainment & Recreation (2,945 peers)
Where Boston Symphony Orchestra Pension Institution sits by assets
Boston Symphony Orchestra Pension Institution sits in the top quartile of all filed plans by assets, $75M for 98 participants (~$764,854/participant), up 7.5% in 2023.
- #2,780
- in Arts, Entertainment & Recreation (2,945 peers)
- +7.5%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Boston Symphony Orchestra Pension Institution's outsized position by total assets
Boston Symphony Orchestra Pension Institution vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$74,955,668 Top 11% higher than 89% 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 Symphony Orchestra Pension Institution among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boston Symphony Orchestra Pension Institution is a small filing (98 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Boston Symphony Orchestra Pension Institution reported net income rose from $97K in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Boston Symphony Orchestra Pension Institution end-of-year assets rose from $70M in the plan year 2022 filing to $75M in the plan year 2023 filing.
- Boston Symphony Orchestra Pension Institution reported participants rose from 96 in the plan year 2022 filing to 98 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042103550 · Boston Symphony Orchestra, Inc. PY 2023 · Defined Benefit (Pension)
Boston Symphony Orchestra Pension Institution · $75M · 98 · 89th
- VS-ST $75M
- VS-ST 98
- VS-ST 89th
- VS-ST Defined Benefit (Pension)
- VS-ST near Bradley Corporation Pension Plan
- VS-ST ind #2780
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 Symphony Orchestra Pension Institution in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | $5M |
| Employer EIN | 042103550 |
| Plan Effective Date | 1903-01-01 |
| 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
Boston Symphony Orchestra Pension Institution's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Bradley Corporation Pension Plan in WI ($75M); by covered participants it is Link-Belt Construction Equipment Company Employees' Retirement Plan in KY (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75M here).
- Bradley Corporation Pension Plan (WI) $75M · 138
- Palco Retirement Plan (CA) $75M · 66
- Debevoise & Plimpton LLP Cash Balance Retirement Plan for Partners (NY) $75M · 134
- 143 IBEW Benefit Funds - Pension Fund (PA) $75M · 356
Similar participant headcount
Nearest other-state filings by covered participants (98 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.