Berklee College of Music 403(b) match, vesting and fees
What Berklee College of Music'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 93 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Berklee College of Music: employer contribution per participant | $2,976 | |
| Peer median | $2,292 |
| Berklee College of Music: average balance | $103,651 | |
| Peer median | $144,662 |
| Berklee College of Music: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.08% |
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 $273M at the end of plan year 2021 to $345M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 3,330 | $345M | $9.9M | $2,976 | 0.08% | Not published | Form 5500 ↗ |
| 2024 | 3,132 | $303M | $9.2M | $2,945 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 3,442 | $266M | $8.3M | $2,401 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 2,988 | $230M | $7.2M | $2,400 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 2,693 | $273M | $6.4M | $2,393 | 0.07% | Not published | Form 5500 ↗ |
Other Berklee College of Music plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Berklee College of Music, Inc. Retirement 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.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Berklee College of Music match 401(k) contributions?
The match terms for the Berklee College of Music, Inc. 403(b) Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $9.9M in employer contributions, about $2,976 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Berklee College of Music 401(k) match vested?
The vesting schedule for the Berklee College of Music, Inc. 403(b) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Berklee College of Music 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Transamerica Retirement Solutions. The plan administrator is Berklee College of Music, Inc..
I left Berklee College of Music. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Berklee College of Music, Inc., (617) 747-2375) or the recordkeeper, Transamerica Retirement Solutions. The Berklee College of Music old 401(k) page lists the contacts from every plan filing. Find an old Berklee College of Music 401(k)
Data from the public Form 5500 annual reports Berklee College of Music filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Berklee College of Music. Not financial advice. Report a correction · Methodology