Other · DOL Form 5500 · 2024
Berklee College of Music, Inc. Retirement Plan
Data updated 2026-08-25
- $303M
- Total assets Above avg plan size
- 942
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $321,409
- Avg per participant High balance/head
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.
- #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.
- #3,388
- in Educational Services (3,638 peers)
- +14.0%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
Berklee College of Music, Inc. 403(b) Retirement Savings Plan's outsized position by total assets
Berklee College of Music, Inc. 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$302,766,821 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Berklee College of Music, Inc. 403(b) Retirement Savings 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. Berklee College of Music, Inc. 403(b) Retirement Savings Plan sits mid-pack in the medium band (942 participants).
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.
DOL schedule card
Filing strip 042300472 · Berklee College of Music, Inc. PY 2024 · Other
Berklee College of Music, Inc. 403(b) Retirement Savings Plan · $303M · 942 · 96th
- BOY $303M
- SCH 942
- EBSA 96th
- PART Other
- TYPE near Connecticut College Defined Contribution and Tda Retirement Plan
- NET ind #3388
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 →
Berklee College of Music, Inc. 403(b) Retirement Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Berklee College of Music, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $407M 24.652632008026227% vs 2022
- 2024 filing year
| 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.
- 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
Berklee College of Music, Inc. 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Connecticut College Defined Contribution and Tda Retirement Plan in CT ($302M); by covered participants it is Cascadia Health Retirement Plan in OR (942 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($303M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (942 participants); asset peers above are excluded.
- Cascadia Health Retirement Plan (OR) 942 · 0 off
- Institute on Aging 403(b) Plan (CA) 943 · 1 off
- Rhode Island School of Design Retirement Plan (RI) 940 · 2 off
- Excelsior University Supplemental 403(b) Plan (NY) 938 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.