Other · DOL Form 5500 · 2024
New York City Ballet, Inc Retirement Plan
Data updated 2026-08-25
- $74M
- Total assets Below avg plan size
- 1,343
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $55,040
- Avg per participant Low balance/head
Official DOL plan name: New York City Ballet, Inc 403(b) Plan · Sponsored by New York City Ballet, Inc · New York · Arts, Entertainment & Recreation
$74M in assets, 1,343 participants
New York City Ballet, Inc's New York City Ballet, Inc 403(b) Plan reported $74M in total assets and 1,343 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #2,739 in Arts, Entertainment & Recreation (2,921 peers)
Where New York City Ballet, Inc 403(b) Plan sits by assets
New York City Ballet, Inc 403(b) Plan sits in the top quartile of all filed plans by assets, $74M for 1,343 participants (~$55,040/participant), up 11.9% in 2024.
- #2,739
- in Arts, Entertainment & Recreation (2,921 peers)
- +11.9%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
New York City Ballet, Inc 403(b) Plan's outsized position by total assets
New York City Ballet, Inc 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$73,918,849 Top 12% higher than 88% 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
New York City Ballet, Inc 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New York City Ballet, Inc 403(b) Plan lands in the large band (1,343 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New York City Ballet, Inc 403(b) Plan end-of-year assets rose from $66M in the plan year 2023 filing to $74M in the plan year 2024 filing.
- New York City Ballet, Inc 403(b) Plan reported participants rose from 1,266 in the plan year 2023 filing to 1,343 in the plan year 2024 filing.
- New York City Ballet, Inc 403(b) Plan reported net income fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 132947386 · New York City Ballet, Inc PY 2024 · Other
New York City Ballet, Inc 403(b) Plan · $74M · 1,343 · 88th
- EOY $74M
- EOY 1,343
- EOY 88th
- EOY Other
- EOY near American Society for Microbiology DC Retirement Plan
- EOY ind #2739
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 City Ballet, Inc 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $8M |
| Employer EIN | 132947386 |
| Plan Effective Date | 2010-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New York City Ballet, Inc)
Sponsor-wide plan assets over time
All New York City Ballet, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 10.564937107967914% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,020 | $79M |
| 2023 | 2 | 1,315 | $90M |
| 2024 | 2 | 1,392 | $88M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
New York City Ballet, Inc 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is American Society for Microbiology DC Retirement Plan in DC ($74M); by covered participants it is Berry Companies, Inc. Stock Bonus Plan in KS (1,343 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
- American Society for Microbiology DC Retirement Plan (DC) $74M · 173
- University Physicians and Surgeons, Inc. Retirement Plan (WV) $74M · 1,095
- North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan (VT) $74M · 639
- American Mathematical Society Tax-Deferred Annuity Plan (RI) $74M · 207
Similar participant headcount
Nearest other-state filings by covered participants (1,343 participants); asset peers above are excluded.
- Berry Companies, Inc. Stock Bonus Plan (KS) 1,343 · 0 off
- Plumbers & Pipefitters Local 760 Savings and Investment Plan (AL) 1,343 · 0 off
- Sri International Retirement Savings Plan (CA) 1,341 · 2 off
- La Salle University Defined Contribution and Tax-Deferred Annuity Plan (PA) 1,341 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.