Boston Red Sox Retirement And Savings Plan — Form 5500 plan (Boston Red Sox Baseball Club Limited Partnership)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Boston Red Sox Retirement And Savings Plan is a benefit plan reported by Boston Red Sox Baseball Club Limited Partnership under EIN 04-2642695 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,653 participants and $93,616,927 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$93.6MPlan net assets, end of year$93,616,927
Participants1.7KCovered participants reported1,653
Assets / participant$56.6KComputed: assets ÷ participants$56,635 (computed)
Provider compensation$19.5K1 Schedule C provider row(s)$19,479
Plan sponsor
Boston Red Sox Baseball Club Limited Partnership
EIN
04-2642695
Plan number
005
Plan type
2
Location
Boston, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,653H, C20241015145740NAL0014897507001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$93.6M total assets
Net assets$93.6MLiabilities$0
Money in vs. money out
Total income / additions$25.3M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Contributions
Employer$5.5M
Participant$4.4M
Full reported line items

Net assets

Total assets (EOY)
$93,616,927
Total liabilities (EOY)
$0
Net assets (EOY)
$93,616,927
Net assets (BOY)
$71,104,076

Income & contributions

Employer contributions
$5,462,713
Participant contributions
$4,381,263
Total contributions
$10,576,780
Total income / additions
$25,317,382

Expenses & distributions

Benefits paid
$2,853,450
Administrative expenses
$19,479
Total expenses
$2,873,290
Net increase / (decrease)
$22,444,092
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 55%Participant 45%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income11%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$19,479$02023

Related Form 5500 pages