Other · DOL Form 5500 · 2024

The Joffrey Ballet Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
103
Participants Small participant base
46th
Percentile by assets National rank
$61,726
Avg per participant Low balance/head
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Official DOL plan name: The Joffrey Ballet 403(b) Retirement Plan · Sponsored by The Joffrey Ballet · Illinois · Arts, Entertainment & Recreation

$6M in assets, 103 participants

The Joffrey Ballet's The Joffrey Ballet 403(b) Retirement Plan reported $6M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #1,927 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Illinois

The Joffrey Ballet 403(b) Retirement Plan covers 103 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $6M.

#1,927
in Arts, Entertainment & Recreation (2,921 peers)
+26.6%
assets growth YoY

The Joffrey Ballet 403(b) Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

The Joffrey Ballet 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,357,758 46th percentile higher than 46% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

The Joffrey 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. The Joffrey Ballet 403(b) Retirement Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Joffrey Ballet 403(b) Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • The Joffrey Ballet 403(b) Retirement Plan reported participants fell from 113 in the plan year 2023 filing to 103 in the plan year 2024 filing.
  • The Joffrey Ballet 403(b) Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 364009741 · The Joffrey Ballet PY 2024 · Other

The Joffrey Ballet 403(b) Retirement Plan · $6M · 103 · 46th

  • EBSA $6M
  • EBSA 103
  • EBSA 46th
  • EBSA Other
  • EBSA near North, Inc. Employee Savings Plan
  • EBSA ind #1927

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 Illinois →

The Joffrey Ballet 403(b) Retirement Plan in the asset neighbourhood

The Joffrey Ballet 403(b) Retirement PlanThe Joffrey Ballet 403(b) Re…$6MNorth, Inc. Employee Savings PlanNorth, Inc. Employee Savings…$6MSante Group Companies 403b Retirement PlanSante Group Companies 403b R…$6MSourcepoint Matched Savings PlanSourcepoint Matched Savings …$6MThe Connecticut Hospice Inc. Tax Sheltered Annuity PlanThe Connecticut Hospice Inc.…$6M
End-of-year total assets ($M) among The Joffrey Ballet 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN364009741
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Joffrey Ballet)

Sponsor-wide plan assets over time

All The Joffrey Ballet plans reported in each filing year

Latest sponsor-wide plan assets
$6M 68.33809974054611% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.78M $6.36M ▲ +68.3%
Year Plans Participants Total Assets
2022 1 80 $4M
2023 1 113 $5M
2024 1 103 $6M

Nearby Other Plans in Illinois

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

The Joffrey Ballet 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants The Joffrey Ballet 403(b) Retirement Plan, Total assets ($B): 0.006357758 · Participants: 103The Joffrey Ballet 403(b) Retirement PlanNorthwestern University Retirement Plan, Total assets ($B): 4.444912336 · Participants: 9328Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.844546742 · Participants: 5144The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.087217637 · Participants: 13718Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.928510315 · Participants: 8635The University of Chicago Supplemental Retirement PlanRush University Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 1.809110747 · Participants: 13592Rush University Medical Center 403(b) Retirement Savings Plan
The Joffrey Ballet 403(b) Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare The Joffrey Ballet 403(b) Retirement Plan side-by-side with 3 peers →

The Joffrey Ballet 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is North, Inc. Employee Savings Plan in PA ($6M); by covered participants it is The Arc of Orleans County Retirement Plan in NY (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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.

Frequently Asked Questions

How did The Joffrey Ballet 403(b) Retirement Plan assets move in 2024? ▼
The Joffrey Ballet 403(b) Retirement Plan grew sharply - up 26.6% during 2024, from $5M to $6M. Reported net income was $1M.
How have The Joffrey Ballet plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Joffrey Ballet's sponsor-wide assets grew 68.3%, from $4M to $6M.
Which Other plans are similar in size to The Joffrey Ballet 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is North, Inc. Employee Savings Plan in PA ($6M, 189 participants).
Which Other plans cover a similar participant headcount to The Joffrey Ballet 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Arc of Orleans County Retirement Plan in NY (103 participants, N/A in assets).

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 364009741.

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.