Defined Benefit (Pension) · DOL Form 5500 · 2024

Boston Symphony Orchestra, Inc. Pension Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
99
Participants Small participant base
89th
Percentile by assets National rank
$809,446
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Boston Symphony Orchestra Pension Institution · Sponsored by Boston Symphony Orchestra, Inc. · Massachusetts · Arts, Entertainment & Recreation

$80M in assets, 99 participants

Boston Symphony Orchestra, Inc.'s Boston Symphony Orchestra Pension Institution reported $80M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,749 in Arts, Entertainment & Recreation (2,921 peers)

Where Boston Symphony Orchestra Pension Institution sits by assets

Boston Symphony Orchestra Pension Institution sits in the top quartile of all filed plans by assets, $80M for 99 participants (~$809,446/participant), up 6.9% in 2024.

#2,749
in Arts, Entertainment & Recreation (2,921 peers)
+6.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Boston Symphony Orchestra Pension Institution's outsized position by total assets

Boston Symphony Orchestra Pension Institution vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$80,135,200 Top 11% higher than 89% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Boston Symphony Orchestra Pension Institution among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boston Symphony Orchestra Pension Institution is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Boston Symphony Orchestra Pension Institution end-of-year assets rose from $75M in the plan year 2023 filing to $80M in the plan year 2024 filing.
  • Boston Symphony Orchestra Pension Institution reported participants rose from 98 in the plan year 2023 filing to 99 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042103550 · Boston Symphony Orchestra, Inc. PY 2024 · Defined Benefit (Pension)

Boston Symphony Orchestra Pension Institution · $80M · 99 · 89th

  • 5500 $80M
  • ASSETS 99
  • PCT 89th
  • EIN Defined Benefit (Pension)
  • RANK near Eecu Employees Pension Plan
  • PHOTO ind #2749

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 Massachusetts →

Boston Symphony Orchestra Pension Institution in the asset neighbourhood

Bacardi U.S.a., Inc. Pension PlanBacardi U.S.a., Inc. Pension…$80MIBEW Local 684 Pension Trust$80MEecu Employees Pension Plan$80MBoston Symphony Orchestra Pension InstitutionBoston Symphony Orchestra Pe…$80MGirl Scouts of the USA Retirement PlanGirl Scouts of the USA Retir…$80M
End-of-year total assets ($M) among Boston Symphony Orchestra Pension Institution and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$80M
Net Income$5M
Employer EIN042103550
Plan Effective Date1903-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boston Symphony Orchestra, Inc.)

Sponsor-wide plan assets over time

All Boston Symphony Orchestra, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$156M 18.01620664980108% vs 2022
2024 filing year
$130M$140M$150M$160M 202220232024 $132M $156M ▲ +18.0%
Year Plans Participants Total Assets
2022 3 306 $132M
2023 3 299 $142M
2024 3 320 $156M

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Boston Symphony Orchestra Pension Institution vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Boston Symphony Orchestra Pension Institution, Total assets ($B): 0.0801352 · Participants: 99Boston Symphony Orchestra Pension InstitutionConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension Fund
Boston Symphony Orchestra Pension Institution vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Boston Symphony Orchestra Pension Institution side-by-side with 3 peers →

Boston Symphony Orchestra Pension Institution's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Eecu Employees Pension Plan in TX ($80M); by covered participants it is Sipi Metals Corp. Hourly and Collective Bargaining Unit Employees Retirement Plan in IL (99 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($80M here).

Similar participant headcount

Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Boston Symphony Orchestra Pension Institution assets move in 2024? ▼
Boston Symphony Orchestra Pension Institution grew at a solid clip - up 6.9% during 2024, from $75M to $80M. Reported net income was $5M.
How have Boston Symphony Orchestra, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boston Symphony Orchestra, Inc.'s sponsor-wide assets grew 18.0%, from $132M to $156M.
Where does Boston Symphony Orchestra Pension Institution rank by assets among Form 5500 filers? ▼
Boston Symphony Orchestra Pension Institution ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Boston Symphony Orchestra Pension Institution? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Eecu Employees Pension Plan in TX ($80M, 326 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Boston Symphony Orchestra Pension Institution? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sipi Metals Corp. Hourly and Collective Bargaining Unit Employees Retirement Plan in IL (99 participants, $3M in assets).

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 042103550.

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.