Retirement plan

SECTION 403(B) RETIREMENT PLAN FOR EMPLOYEES OF NEW YORK THEATRE WORKSHOP

Name: NEW YORK THEATRE WORKSHOP - SECTION 403(B) RETIREMENT PLAN FOR EMPLOYEES OF NEW YORK THEATRE WORKSHOP (2025) Form 5500
Creator: NEW YORK THEATRE WORKSHOP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SECTION 403(B) RETIREMENT PLAN FOR EMPLOYEES OF NEW YORK THEATRE WORKSHOP, NEW YORK THEATRE WORKSHOP

NEW YORK THEATRE WORKSHOPEIN 13-3131491Plan #001PY 2025

79 EAST 4TH STREET - NEW YORK, NY 10003212-780-9037

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$313K

+15.1% from 2024

Total participants

+25.0% from 2024

Average account balance

$10,436

-7.9% from 2024

Annual return

9.86%

-0.80 pp from 2024

Benchmarks

See 8,171 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,171 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$313K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$10K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

214.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.86%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$461

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2L

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$14K

$988 / participant

Other / not subdivided$14K100.0%

% of EOY assets

4.417%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$10,436

$149,040-93.0%

$120,225-91.3%

$137,256-92.4%

Participation rate

100.0%

75.4%+24.6pp

69.6%+30.4pp

80.0%+20.0pp

Annual return

9.86%

605.68%-595.8pp

439.23%-429.4pp

220.34%-210.5pp

Employer contribution / active EE

$185

$4,350-95.7%

$3,475-94.7%

$4,156-95.5%

Participant deferral / active EE

$1,813

$4,655-61.0%

$3,999-54.7%

$6,407-71.7%

Admin fee / account holder

$461

$6,348-92.7%

$5,696-91.9%

$12,270-96.2%

SECTION 403(B) RETIREMENT PLAN FOR EMPLOYEES OF NEW YORK THEATRE WORKSHOP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SECTION 403(B) RETIREMENT PLAN FOR EMPLOYEES OF NEW YORK THEATRE WORKSHOP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion