Other · DOL Form 5500 · 2024
New York Shakespeare Festival Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $64,579
- Avg per participant Low balance/head
Official DOL plan name: New York Shakespeare Festival 403(b) Plan · Sponsored by New York Shakespeare Festival · New York · Arts, Entertainment & Recreation
$8M in assets, 119 participants
New York Shakespeare Festival's New York Shakespeare Festival 403(b) Plan reported $8M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #2,005 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in New York
New York Shakespeare Festival 403(b) Plan covers 119 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $8M.
- #2,005
- in Arts, Entertainment & Recreation (2,921 peers)
- -5.2%
- assets change YoY
The plan reported a net loss of $420K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New York Shakespeare Festival 403(b) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
New York Shakespeare Festival 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,684,927 Top 50% higher than 50% 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 Shakespeare Festival 403(b) 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 403(b) Plan sits mid-pack in the medium band (119 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New York Shakespeare Festival 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to -$420K in the plan year 2024 filing.
- New York Shakespeare Festival 403(b) Plan end-of-year assets fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- New York Shakespeare Festival 403(b) Plan reported participants fell from 124 in the plan year 2023 filing to 119 in the plan year 2024 filing.
DOL schedule card
Filing strip 131844852 · New York Shakespeare Festival PY 2024 · Other
New York Shakespeare Festival 403(b) Plan · $8M · 119 · 50th
- EBSA $8M
- EBSA 119
- EBSA 50th
- EBSA Other
- EBSA near The Wesley School Defined Contribution Retirement Plan
- EBSA ind #2005
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 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$420K |
| Employer EIN | 131844852 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 383 | $14M |
| 2023 | 2 | 433 | $15M |
| 2024 | 2 | 403 | $16M |
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 Shakespeare Festival 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is The Wesley School Defined Contribution Retirement Plan in CA ($8M); by covered participants it is Grid Alternatives, Inc. 403(b) Plan in CA (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.
- Grid Alternatives, Inc. 403(b) Plan (CA) 119 · 0 off
- Sreb Retirement Plan (GA) 119 · 0 off
- Center for Early Education DC Retirement Plan (CA) 119 · 0 off
- San Francisco University High School DC Retirement Plan (CA) 119 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.