Other · DOL Form 5500 · 2024
Boston Symphony Orchestra, Inc. Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 170
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $217,018
- Avg per participant Above avg balance/head
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.
- #2,570 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in Massachusetts
Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. covers 170 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $37M.
- #2,570
- in Arts, Entertainment & Recreation (2,921 peers)
- +16.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.'s outsized position by total assets
Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,893,085 Top 20% higher than 80% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. sits mid-pack in the medium band (170 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
DOL schedule card
Filing strip 042103550 · Boston Symphony Orchestra, Inc. PY 2024 · Other
Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. · $37M · 170 · 80th
- EBSA $37M
- EBSA 170
- EBSA 80th
- EBSA Other
- EBSA near Northwestern Counseling and Support Services Tax Deferred Annuity
- EBSA ind #2570
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 →
Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. in the asset neighbourhood
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.)
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 Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.'s out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Northwestern Counseling and Support Services Tax Deferred Annuity in VT ($37M); by covered participants it is Windward School Defined Contribution Retirement Plan in CA (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (170 participants); asset peers above are excluded.
- Windward School Defined Contribution Retirement Plan (CA) 170 · 0 off
- Kootenai Clinic 403(b) Plan (ID) 170 · 0 off
- The Montgomery Academy Retirement Plan (AL) 170 · 0 off
- Vermont Permanency Initiative, Inc. 403(b) Plan (NH) 170 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.