Defined Benefit (Pension) · DOL Form 5500 · 2024

New York Shakespeare Festival Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
284
Participants Below avg headcount
52nd
Percentile by assets National rank
$28,908
Avg per participant Low balance/head
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Official DOL plan name: New York Shakespeare Festival Retirement Plan · Sponsored by New York Shakespeare Festival · New York · Arts, Entertainment & Recreation

$8M in assets, 284 participants

New York Shakespeare Festival's New York Shakespeare Festival Retirement Plan reported $8M in total assets and 284 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #2,040 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in New York

New York Shakespeare Festival Retirement Plan covers 284 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $8M.

#2,040
in Arts, Entertainment & Recreation (2,921 peers)
+13.8%
assets growth YoY

New York Shakespeare Festival Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

New York Shakespeare Festival Retirement Plan vs every filed plan by assets

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

$8,209,735 Top 48% higher than 52% 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

New York Shakespeare Festival 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. New York Shakespeare Festival Retirement Plan sits mid-pack in the medium band (284 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • New York Shakespeare Festival Retirement Plan reported net income rose from $492K in the plan year 2023 filing to $994K in the plan year 2024 filing.
  • New York Shakespeare Festival Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • New York Shakespeare Festival Retirement Plan reported participants fell from 309 in the plan year 2023 filing to 284 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 131844852 · New York Shakespeare Festival PY 2024 · Defined Benefit (Pension)

New York Shakespeare Festival Retirement Plan · $8M · 284 · 52nd

  • EBSA $8M
  • EBSA 284
  • EBSA 52nd
  • EBSA Defined Benefit (Pension)
  • EBSA near Employee Benefits Plan of Methodist Children's Home Society
  • EBSA ind #2040

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 New York →

New York Shakespeare Festival Retirement Plan in the asset neighbourhood

Carnival Corporation Qualified Retirement PlanCarnival Corporation Qualifi…$8MHoffmaster Group Consolidated Pension PlanHoffmaster Group Consolidate…$8MNew York Shakespeare Festival Retirement PlanNew York Shakespeare Festiva…$8MEmployee Benefits Plan of Methodist Children's Home SocietyEmployee Benefits Plan of Me…$8MPost Precision Castings, Inc. Production and Maintenance Employees' Pension PlanPost Precision Castings, Inc…$8M
End-of-year total assets ($M) among New York Shakespeare Festival Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$994K
Employer EIN131844852
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New York Shakespeare Festival)

Sponsor-wide plan assets over time

All New York Shakespeare Festival plans reported in each filing year

Latest sponsor-wide plan assets
$16M 15.95485142216415% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.7M $15.9M ▲ +15.9%
Year Plans Participants Total Assets
2022 2 383 $14M
2023 2 433 $15M
2024 2 403 $16M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

New York Shakespeare Festival Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants New York Shakespeare Festival Retirement Plan, Total assets ($B): 0.008209735 · Participants: 284New York Shakespeare Festival Retirement PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
New York Shakespeare Festival Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare New York Shakespeare Festival Retirement Plan side-by-side with 3 peers →

New York Shakespeare Festival Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Employee Benefits Plan of Methodist Children's Home Society in MI ($8M); by covered participants it is The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan in NJ (284 participants). Same-state nearby plans are listed separately above.

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 New York Shakespeare Festival Retirement Plan assets move in 2024? ▼
New York Shakespeare Festival Retirement Plan grew at a solid clip - up 13.8% during 2024, from $7M to $8M. Reported net income was $994K.
How have New York Shakespeare Festival plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New York Shakespeare Festival's sponsor-wide assets grew 16.0%, from $14M to $16M.
Which Defined Benefit (Pension) plans are similar in size to New York Shakespeare Festival Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employee Benefits Plan of Methodist Children's Home Society in MI ($8M, 21 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to New York Shakespeare Festival Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan in NJ (284 participants, $58M 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 131844852.

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.