Other · DOL Form 5500 · 2024

Boston Symphony Orchestra, Inc. Retirement Plan

Data updated 2026-07-24

$37M
Total assets: 170
Participants: 80th
Percentile by assets: $217,018
Avg per participant

Official DOL plan name: Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. · Sponsored by Boston Symphony Orchestra, Inc. · Massachusetts · Arts, Entertainment & Recreation

$37M in assets, 170 participants

Boston Symphony Orchestra, Inc.'s Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. reported $37M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

80th percentile by assets (of 116,472 plans)

Coverage in Massachusetts

Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. covers 170 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~641 per filing). Assets: $37M.

$37M
total plan assets (2024 EOY): 170
covered participants: 80th
percentile by assets (of 116,472 plans): $217,018
avg assets per participant

Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. reported net income rose from $2M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. end-of-year assets rose from $32M in the plan year 2023 filing to $37M in the plan year 2024 filing.
Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. reported participants rose from 148 in the plan year 2023 filing to 170 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Arts, Entertainment & Recreation

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. reports 170 participants - about 27% of that state average ($37M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$32M
Net Assets (End of Year)	$37M
Net Income	$5M
Employer EIN	042103550
Plan Effective Date	1990-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Boston Symphony Orchestra, Inc.)

Total plan assets by year, all Boston Symphony Orchestra, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	3	306	$132M
2023	3	299	$142M
2024	1	170	$37M

Nearby Other Plans in Massachusetts

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

Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants

Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
Boston University Retirement Plan $3.0B · 8,173
Northeastern University Retirement Plan $2.6B · 8,900
Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869

Compare Tax Sheltered Annuity Plan for the Staff… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. by total assets, not by location.

Northwestern Counseling and Support Services Tax Deferred Annuity (VT) $37M · 455
Friends University DC and Tda Plan (KS) $37M · 549
San Gorgonio Memorial Hospital Tax Sheltered (CA) $37M · 556
The Musical Arts Association 403(b) Retirement Plan (OH) $37M · 224

Frequently Asked Questions

How did Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. assets move in 2024? ▼

Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. grew sharply - up 16.9% during 2024, from $32M to $37M. Reported net income was $5M.

How have Boston Symphony Orchestra, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Boston Symphony Orchestra, Inc.'s sponsor-wide assets declined 72.1%, from $132M to $37M.

Where does Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. rank by assets among Form 5500 filers? ▼

Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. ranks in the 80th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.? ▼

Among Other plans in other states, the closest by assets is Northwestern Counseling and Support Services Tax Deferred Annuity in VT ($37M, 455 participants).

Next read for Tax Sheltered Annuity Plan for the Staff…

Filing takeaways

Ways to act on Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.'s numbers.

By total assets, Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
Boston Symphony Orchestra, Inc.'s sponsor-wide assets have declined 72.1% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042103550.

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.