Profit Sharing · DOL Form 5500 · 2024

Ballet Theatre Foundation, Inc. Profit Sharing Plan

Data updated 2026-08-06

$12M
Total assets: 102
Participants: 59th
Percentile by assets: $115,994
Avg per participant

Official DOL plan name: Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) · Sponsored by Ballet Theatre Foundation, Inc. · New York · Arts, Entertainment & Recreation

$12M in assets, 102 participants

Ballet Theatre Foundation, Inc.'s Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) reported $12M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

59th percentile by assets (of 116,472 plans)

Coverage in New York

Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) covers 102 participants in New York, about 13% of the average New York filer (state average ~795 per filing). Assets: $12M.

$12M
total plan assets (2024 EOY): 102
covered participants: 59th
percentile by assets (of 116,472 plans): $115,994
avg assets per participant

Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) reported participants fell from 106 in the plan year 2023 filing to 102 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Arts, Entertainment & Recreation

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) reports 102 participants - about 13% of that state average ($12M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$12M
Net Income	$2M
Employer EIN	131882106
Plan Effective Date	1979-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ballet Theatre Foundation, Inc.)

Total plan assets by year, all Ballet Theatre Foundation, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	87	$8M
2023	1	106	$10M
2024	1	102	$12M

Nearby Profit Sharing Plans in New York

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

Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Mason Tenders District Council Annuity Fund $944M · 11,824

Compare Ballet Theatre Foundation, Inc. Tsa Plan… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) by total assets, not by location.

The Houstonian Campus Value Sharing Plan (TX) $12M · 540
Asbestos Workers Savings Plan (PA) $12M · 404
Spectrum Lighting, Inc. - Austin Profit Sharing 401(k) Plan (TX) $12M · 26
Shriver Nursing Services, Inc 403(b) Plan (MA) $12M · 134

Frequently Asked Questions

How did Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) assets move in 2024? ▼

Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) grew sharply - up 17.8% during 2024, from $10M to $12M. Reported net income was $2M.

How have Ballet Theatre Foundation, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ballet Theatre Foundation, Inc.'s sponsor-wide assets grew 48.0%, from $8M to $12M.

Which Profit Sharing plans are similar in size to Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union)? ▼

Among Profit Sharing plans in other states, the closest by assets is The Houstonian Campus Value Sharing Plan in TX ($12M, 540 participants).

Next read for Ballet Theatre Foundation, Inc. Tsa Plan…

Filing takeaways

Ways to act on Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union)'s numbers.

By total assets, Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Ballet Theatre Foundation, Inc.'s sponsor-wide assets have grown 48.0% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans

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 131882106.

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.