Bronx, NY Form 5500 retirement and benefit plan filings
City Form 5500 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, Bronx, NY has 209 loaded benefit plan(s) reported by 139 plan sponsor(s), with $7,428,882,331 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 209
- Plan sponsors
- 139
- Latest filing year
- 2023
What stands out in Bronx
- 209 loaded plans hold $7.4B in reported assets across 139 sponsors.
- The largest, Montefiore Medical Center 403(B) Plan, holds 52% of reported Bronx plan assets.
- Plans cover 141,594 participants — about 677 per plan.
- 68% of loaded plans report full Schedule H/I financial statements.
- 48% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bronx, NY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Bronx market comparison
Largest loaded plans in Bronx
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
- 2Albert Einstein College Of Medicine · 2023
- 3Bronxcare Health System · 2023
- 4
- 5Northeast District Council Of The Opcmia Annuity Fund · 2023
- 6
- 7
- 8
- 9
- 10New York Yankees Partnership · 2023
- 11
- 12St. Barnabas Hospital Inc. · 2023
- 13
- 14Riverdale Country School, Inc. · 2023
- 15Bronx Center For Rehabilitation & Healthcare · 2023
- 16
- 17Northeast District Council Of The Opcmia Welfare Fund · 2023
- 18
- 19
- 20
- 21
- 22
- 23Board Of Trustees Op Plasterers & Cement Masons L262 Pension · 2023
- 24
- 25
Largest plans in Bronx → · Bronx plans by participants → · Bronx plans with financial data → · Bronx plans with provider compensation → · $1B+ plans in Bronx →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Bronx, NY?
- 209 plan(s) reported by 139 sponsor(s) are loaded for Bronx, NY.
Related Form 5500 pages
- All NY Form 5500 filings
- Montefiore Medical Center 403(B) Plan (plan 008)
- Montefiore Medical Center — all reported plans
- Albert Einstein College Of Medicine 403(B) Retirement Income Plan (plan 001)
- Albert Einstein College Of Medicine — all reported plans
- The Pension Plan And Trust For The Employees Of Bronxcare Health System (plan 003)
- Bronxcare Health System — all reported plans
- Horace Mann School Retirement And Savings Plan (plan 001)
- Horace Mann School — all reported plans
- Northeast District Council Of The Opcmia Annuity Fund (plan 002)
- Northeast District Council Of The Opcmia Annuity Fund — all reported plans
- Cement Masons Local 780 Pension Fund (plan 001)
- Cement Masons Local 780 Pension Fund — all reported plans
- St. Barnabas Hospital 403(B) Plan (plan 002)
- St. Barnabas Hospital — all reported plans
- Bronxcare Health System Retirement Plan (plan 002)
- Manhattan Beer Distributors LLC 401(K) Retirement Plan (plan 001)
- Manhattan Beer Distributors LLC — all reported plans
- Major League Baseball Pension Plan For Non-Uniformed Personnel (plan 001)
- New York Yankees Partnership — all reported plans
- Monroe College, Ltd. Retirement Savings Plan (plan 002)
- Monroe College, Ltd. — all reported plans
- Employees Retirement Plan Of St. Barnabas Hospital And Affiliates (plan 001)
- Centers For Care Health Plan (plan 501)
- Centers For Care LLC — all reported plans
- Riverdale Country School Defined Contribution Retirement Plan (plan 003)
- Riverdale Country School, Inc. — all reported plans
- Bronx Center Healthcare Systems 401(K) Plan (plan 001)
- Bronx Center For Rehabilitation & Healthcare — all reported plans
- Methodology
- Data sources