Defined Benefit (Pension) · DOL Form 5500 · 2024

Boston Symphony Orchestra, Inc. Pension Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
51
Participants Small participant base
81st
Percentile by assets National rank
$768,915
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. · Sponsored by Boston Symphony Orchestra, Inc. · Massachusetts · Arts, Entertainment & Recreation

$39M in assets, 51 participants

Boston Symphony Orchestra, Inc.'s Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. reported $39M in total assets and 51 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,587 in Arts, Entertainment & Recreation (2,921 peers)

Where Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. sits by assets

Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. sits in the top quartile of all filed plans by assets, $39M for 51 participants (~$768,915/participant), up 9.0% in 2024.

#2,587
in Arts, Entertainment & Recreation (2,921 peers)
+9.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.'s outsized position by total assets

Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. vs every filed plan by assets

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

$39,214,655 Top 19% higher than 81% 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

Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. end-of-year assets rose from $36M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. reported participants fell from 53 in the plan year 2023 filing to 51 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

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

Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. · $39M · 51 · 81st

  • BOOK $39M
  • BOOK 51
  • BOOK 81st
  • BOOK Defined Benefit (Pension)
  • BOOK near Ripley Entertainment, Inc. Pension Plan
  • BOOK ind #2587

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 →

Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. in the asset neighbourhood

National Bankshares, Inc. Retirement Income PlanNational Bankshares, Inc. Re…$39MRetirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit EmployeesRetirement Plan of Liggett G…$39MNoland Health Services Retirement Income PlanNoland Health Services Retir…$39MRetirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.Retirement Plan for the Staf…$39MRipley Entertainment, Inc. Pension PlanRipley Entertainment, Inc. P…$39M
End-of-year total assets ($M) among Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$39M
Net Income$3M
Employer EIN042103550
Plan Effective Date1957-12-01
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.

Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc., Total assets ($B): 0.039214655 · Participants: 51Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.Consolidated 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
Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. side-by-side with 3 peers →

Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Ripley Entertainment, Inc. Pension Plan in FL ($39M); by covered participants it is First Citizens Community Bank Account Balance Pension Plan in PA (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. assets move in 2024? ▼
Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. grew at a solid clip - up 9.0% during 2024, from $36M to $39M. Reported net income was $3M.
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 Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. rank by assets among Form 5500 filers? ▼
Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. ranks in the 81st 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 Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ripley Entertainment, Inc. Pension Plan in FL ($39M, 48 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First Citizens Community Bank Account Balance Pension Plan in PA (51 participants, $12M 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.