Other · DOL Form 5500 · 2024

Longy School of Music of Bard College Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
84
Participants Small participant base
58th
Percentile by assets National rank
$129,630
Avg per participant Near avg balance/head
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Official DOL plan name: Longy School of Music Defined Contribution Retirement Plan · Sponsored by Longy School of Music of Bard College · Massachusetts · Educational Services

$11M in assets, 84 participants

Longy School of Music of Bard College's Longy School of Music Defined Contribution Retirement Plan reported $11M in total assets and 84 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,477 in Educational Services (3,638 peers)

Longy School of Music of Bard College multi-year trail

Longy School of Music of Bard College's plans moved +25.7% in assets from 2022 to 2024; this filing shows Longy School of Music Defined Contribution Retirement Plan at $11M / 84 participants.

#1,477
in Educational Services (3,638 peers)
+15.4%
assets growth YoY

Longy School of Music Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers

Longy School of Music Defined Contribution Retirement Plan vs every filed plan by assets

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

$10,888,926 Top 42% higher than 58% 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

Longy School of Music Defined Contribution Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Longy School of Music Defined Contribution Retirement Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Longy School of Music Defined Contribution Retirement Plan reported net income rose from $623K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Longy School of Music Defined Contribution Retirement Plan reported participants fell from 178 in the plan year 2023 filing to 84 in the plan year 2024 filing.
  • Longy School of Music Defined Contribution Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 141713034 · Longy School of Music of Bard College PY 2024 · Other

Longy School of Music Defined Contribution Retirement Plan · $11M · 84 · 58th

  • BOOK $11M
  • VS-ST 84
  • BOY 58th
  • SCH Other
  • EBSA near Cornerstone Vna Retirement Plan
  • PART ind #1477

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 Educational Services retirement plans → · Plans in Massachusetts →

Longy School of Music Defined Contribution Retirement Plan in the asset neighbourhood

Fair Haven Community Health Clinic 403(b) PlanFair Haven Community Health …$11MAnoka County Community Action Program, Inc. 403(b) Retirement PlanAnoka County Community Actio…$11MLongy School of Music Defined Contribution Retirement PlanLongy School of Music Define…$11MCornerstone Vna Retirement PlanCornerstone Vna Retirement P…$11MChattanooga Christian School 403(b) PlanChattanooga Christian School…$11M
End-of-year total assets ($M) among Longy School of Music Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Longy School of Music of Bard College multi-year asset trail

Sponsor-wide plan assets over time

All Longy School of Music of Bard College plans reported in each filing year

Latest sponsor-wide plan assets
$390M 25.716446586037158% vs 2022
2024 filing year
$300M$350M$400M 202220232024 $310M $390M ▲ +25.7%
Year Plans Participants Total Assets
2022 2 1,242 $310M
2023 2 1,435 $353M
2024 2 2,606 $390M

Longy School of Music of Bard College filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN141713034
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

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

Longy School of Music Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Longy School of Music Defined Contribution Retirement Plan, Total assets ($B): 0.010888926 · Participants: 84Longy School of Music Defined Contribution Retirement PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Longy School of Music Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Longy School of Music Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Cornerstone Vna Retirement Plan in NH ($11M); by covered participants it is Grid Alternatives, Inc. 403(b) Plan in CA (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Longy School of Music Defined Contribution Retirement Plan assets move in 2024?
Longy School of Music Defined Contribution Retirement Plan grew sharply - up 15.4% during 2024, from $9M to $11M. Reported net income was $1M.
How have Longy School of Music of Bard College plan assets changed over time?
Across 3 plan years on file (2022-2024), Longy School of Music of Bard College's sponsor-wide assets grew 25.7%, from $310M to $390M.
Which Other plans are similar in size to Longy School of Music Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Cornerstone Vna Retirement Plan in NH ($11M, 179 participants).
Which Other plans cover a similar participant headcount to Longy School of Music Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Grid Alternatives, Inc. 403(b) Plan in CA (84 participants, $3M in assets).