The 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, The Bronx, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $6,528,316 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 1
- Plan sponsors
- 1
- Latest filing year
- 2023
What stands out in The Bronx
- 1 loaded plans hold $6.5M in reported assets across 1 sponsors.
- The largest, Zeta Charter Schools 403(B) Plan, holds 100% of reported The Bronx plan assets.
- Plans cover 349 participants — about 349 per plan.
- 100% of loaded plans report full Schedule H/I financial statements.
- 100% 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 The 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.
The Bronx market comparison
Largest loaded plans in The Bronx
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
Largest plans in The Bronx → · The Bronx plans by participants → · The Bronx plans with financial data → · The Bronx plans with provider compensation → · $1B+ plans in The Bronx →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for The Bronx, NY?
- 1 plan(s) reported by 1 sponsor(s) are loaded for The Bronx, NY.