Other · DOL Form 5500 · 2024
Berklee College of Music, Inc. Retirement Plan
Data updated 2026-08-11
- $303M
- Total assets
- 942
- Participants
- 96th
- Percentile by assets
- $321,409
- Avg per participant
Official DOL plan name: Berklee College of Music, Inc. 403(b) Retirement Savings Plan · Sponsored by Berklee College of Music, Inc. · Massachusetts · Educational Services
$303M in assets, 942 participants
Berklee College of Music, Inc.'s Berklee College of Music, Inc. 403(b) Retirement Savings Plan reported $303M in total assets and 942 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #3,388 in Educational Services (3,638 peers)
Where Berklee College of Music, Inc. 403(b) Retirement Savings Plan sits by assets
Berklee College of Music, Inc. 403(b) Retirement Savings Plan sits in the top 5% of all filed plans by assets, $303M for 942 participants (~$321,409/participant), up 14.0% in 2024.
- $303M
- total plan assets (2024 EOY)
- 942
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $321,409
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Berklee College of Music, Inc. 403(b) Retirement Savings Plan end-of-year assets rose from $266M in the plan year 2023 filing to $303M in the plan year 2024 filing.
- Berklee College of Music, Inc. 403(b) Retirement Savings Plan reported participants fell from 1,028 in the plan year 2023 filing to 942 in the plan year 2024 filing.
- Berklee College of Music, Inc. 403(b) Retirement Savings Plan reported net income rose from $35M in the plan year 2023 filing to $37M in the plan year 2024 filing.
Berklee College of Music, Inc. 403(b) Retirement Savings Plan vs the 2024 asset distribution
By assets, Berklee College of Music, Inc. 403(b) Retirement Savings Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $266M |
|---|---|
| Net Assets (End of Year) | $303M |
| Net Income | $37M |
| Employer EIN | 042300472 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berklee College of Music, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,071 | $326M |
| 2023 | 2 | 1,342 | $365M |
| 2024 | 2 | 1,233 | $407M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Berklee College of Music, Inc. 403(b) Retirement Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Berklee College of Music, Inc. 403(b) Retirement Savings Plan by total assets, not by location.
- Connecticut College Defined Contribution and Tda Retirement Plan (CT) $302M · 660
- Mount Sinai Matching Contribution Plan (FL) $302M · 4,584
- Chapman University Tax Deferred Annuity (Tda) Retirement Plan (CA) $304M · 1,685
- The Association of Universities for Research in Astronomy, Inc. 403(b) Savings Plan (DC) $299M · 1,481
Frequently Asked Questions
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Ways to act on Berklee College of Music, Inc. 403(b) Retirement Savings Plan's numbers.
- By total assets, Berklee College of Music, Inc. 403(b) Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Berklee College of Music, Inc.'s sponsor-wide assets have grown 24.7% since 2022 across 3 plan years on file. More Educational Services plans