Other · DOL Form 5500 · 2024
Boston Ballet Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 258
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $63,857
- Avg per participant Low balance/head
Official DOL plan name: Boston Ballet 403(b) Retirement Plan · Sponsored by Boston Ballet · Massachusetts · Arts, Entertainment & Recreation
$16M in assets, 258 participants
Boston Ballet's Boston Ballet 403(b) Retirement Plan reported $16M in total assets and 258 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #2,332 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in Massachusetts
Boston Ballet 403(b) Retirement Plan covers 258 participants in Massachusetts, about 39% of the average Massachusetts filer (state average ~659 per filing). Assets: $16M.
- #2,332
- in Arts, Entertainment & Recreation (2,921 peers)
- +13.7%
- assets growth YoY
Boston Ballet 403(b) Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Boston Ballet 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,475,199 Top 34% higher than 66% 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
Boston Ballet 403(b) Retirement Plan 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. Boston Ballet 403(b) Retirement Plan sits mid-pack in the medium band (258 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Boston Ballet 403(b) Retirement Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Boston Ballet 403(b) Retirement Plan reported participants rose from 250 in the plan year 2023 filing to 258 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042312734 · Boston Ballet PY 2024 · Other
Boston Ballet 403(b) Retirement Plan · $16M · 258 · 66th
- BOY $16M
- SCH 258
- EBSA 66th
- PART Other
- TYPE near Community Hospital Tax Deferred Annuity Plan
- NET ind #2332
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 Ballet 403(b) Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 042312734 |
| Plan Effective Date | 2004-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Boston Ballet)
Sponsor-wide plan assets over time
All Boston Ballet plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 32.196224168387474% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 235 | $12M |
| 2023 | 1 | 250 | $14M |
| 2024 | 1 | 258 | $16M |
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
Boston Ballet 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Community Hospital Tax Deferred Annuity Plan in NE ($16M); by covered participants it is Minneapolis College of Art and Design Defined Contribution Retirement Plan in MN (258 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (258 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.