Plan Ledger DOL Form 5500 · updated monthly

Boston Ballet403(b)

BOSTON BALLET 403(B) RETIREMENT PLAN · BOSTON, MA · plan year 2025

Reported admin expense ratio · 2025
0.02%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Boston Ballet reported $3,585 in plan administrative expenses for 2025: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,354 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.04% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,280th-largest of 2,726 plans among Massachusetts employers on file, and the 422nd of 1,311 in arts, entertainment & recreation. In 2025, employees put in $3.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,640,366
Participants with balances265
Active participants258
Employer contributions$349,245
Employee contributions$1,051,742
Employer contribution per active participant$1,354
Average account balance$77,888
Benefits paid to participants$571,822
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$20.6M · 265 accts · $349K emplr
2024$16.5M · 256 accts · $308K emplr
2023$14.5M · 257 accts · $314K emplr
2022$12.5M · 253 accts · $222K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$3,429
Total administrative$3,585
Employer contributions to the Boston Ballet plan · 2025
Employer contribution per active participant$1,354
Median for plans this size$2,666
2025$1,354 per active participant
2024$1,207 per active participant
2023$1,219 per active participant
2022$881 per active participant

Boston Ballet's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2025$3,585 · 0.02%
2024$3,330 · 0.02%
2023$4,568 · 0.03%
2022$5,271 · 0.04%
Same employer
Similar plansArts, Entertainment & Recreation · Massachusetts
New England Aquarium MA$22.1M · 0.03%
The Country Club MA$18.1M · 0.31%
Old Sturbridge Inc. MA$15.3M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042312734 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.