Ballet Theatre Foundation 403(b) match, vesting and fees
What Ballet Theatre Foundation's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Life & Annuity Insurance Co | Schedule C ↗ |
| Independent auditor | Rost & Company, Cpas, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 908 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| Ballet Theatre Foundation: employer contribution per participant | $1,894 | |
| Peer median | $1,540 |
| Ballet Theatre Foundation: average balance | $76,332 | |
| Peer median | $48,682 |
| Ballet Theatre Foundation: admin expenses ÷ assets | 0.38% | |
| Peer median | 0.36% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $11.7M at the end of plan year 2021 to $11.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 161 | $11.8M | $294K | $1,894 | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 157 | $10M | $274K | $1,840 | 0.45% | Not published | Form 5500 ↗ |
| 2022 | 157 | $8M | $189K | $1,267 | 0.39% | Not published | Form 5500 ↗ |
| 2021 | 154 | $11.7M | $49K | $326 | 0.31% | Not published | Form 5500 ↗ |
Other Ballet Theatre Foundation plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ballet Theatre Foundation, Inc. Tax Sheltered Annuity Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Ballet Theatre Foundation match 401(k) contributions?
The match terms for the Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) have not been published from its filing yet. The plan year 2024 filing reports $294K in employer contributions, about $1,894 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ballet Theatre Foundation 401(k) match vested?
The vesting schedule for the Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ballet Theatre Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Life & Annuity Insurance Co. The plan administrator is Ballet Theatre Foundation, Inc..
I left Ballet Theatre Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ballet Theatre Foundation, Inc., (212) 477-3030) or the recordkeeper, Empower Life & Annuity Insurance Co. The Ballet Theatre Foundation old 401(k) page lists the contacts from every plan filing. Find an old Ballet Theatre Foundation 401(k)
Data from the public Form 5500 annual reports Ballet Theatre Foundation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Ballet Theatre Foundation. Not financial advice. Report a correction · Methodology