Plan Ledger DOL Form 5500 · updated monthly

Boston Symphony Orchestra, Inc.403(b)

TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Boston Symphony Orchestra, Inc. reported $52,669 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $4,437 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 2 years on file its reported administrative ratio rose from 0.11% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 873rd-largest of 2,726 plans among Massachusetts employers on file, and the 272nd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.63 for every $1.00 the employer contributed; active participation has grown from 148 to 202 since 2022.

Plan summary
Net assets, end of year$36,893,085
Participants with balances423
Active participants202
Employer contributions$896,204
Employee contributions$1,458,229
Employer contribution per active participant$4,437
Average account balance$87,218
Benefits paid to participants$1,145,119
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.9M · 423 accts · $896K emplr
2023$31.6M · 404 accts · $803K emplr
2022$29.4M · 384 accts · $732K emplr
Employer contributions to the Boston Symphony Orchestra, Inc. plan · 2024
Employer contribution per active participant$4,437
Median for plans this size$2,416
2024$4,437 per active participant
2023$4,726 per active participant
2022$4,946 per active participant

Boston Symphony Orchestra, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (plan)$23,500
CARON & BLETZER, PLLC · Accounting / audit$13,750
THE ANGELL PENSION GROUP, INC. · Consulting · Investment advisory (plan)$8,729
FIDELITY INV INST OPER COMPANY INC. · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$52,669 · 0.15%
2023$46,078 · 0.15%
2022$37,579 · 0.11%
Same employer
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Banner Seventeen, LLC MA$57.8M · 0.14%
New England Aquarium MA$22.1M · 0.03%
Boston Ballet MA$20.6M · 0.02%
The Country Club MA$18.1M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042103550 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.