Defined Benefit (Pension) · DOL Form 5500 · 2022

Bronxcare Health System Pension Plan

Data updated 2026-08-11

$236M
Total assets
627
Participants
96th
Percentile by assets
$377,131
Avg per participant
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Official DOL plan name: The Pension Plan and Trust for the Employees of Bronxcare Health System · Sponsored by Bronxcare Health System · New York · Healthcare & Social Assistance

$236M in assets, 627 participants

Bronxcare Health System's The Pension Plan and Trust for the Employees of Bronxcare Health System reported $236M in total assets and 627 participants in its 2022 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 96th percentile by assets (of 139,126 plans)
  • #19,378 in Healthcare & Social Assistance (20,060 peers)

Where The Pension Plan and Trust for the Employees of Bronxcare Health System sits by assets

The Pension Plan and Trust for the Employees of Bronxcare Health System sits in the top 5% of all filed plans by assets, $236M for 627 participants (~$377,131/participant), down 14.1% in 2022.

$236M
total plan assets (2022 EOY)
627
covered participants
96th
percentile by assets (of 139,126 plans)
$377,131
avg assets per participant

The plan reported a net loss of $39M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Pension Plan and Trust for the Employees of Bronxcare Health System vs the 2022 asset distribution

By assets, The Pension Plan and Trust for the Employees of Bronxcare Health System outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$275M
Net Assets (End of Year)$236M
Net Income-$39M
Employer EIN131974191
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bronxcare Health System)

$350M$400M$450M$500M 202220232024 $374M $449M ▲ +20.3%
Total plan assets by year, all Bronxcare Health System plans on file
Year Plans Participants Total Assets
2022 3 1,537 $374M
2023 3 1,464 $427M
2024 3 1,471 $449M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Pension Plan and Trust for the Employees of Bronxcare Health System vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

The Pension Plan and Trust for the Employees of Bronxcare Health System vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants The Pension Plan and…IBM Personal Pension…Consolidated Edison …Pepsico Employees Re…New York State Nurse…New York District Co…
The Pension Plan and Trust for the Employees of Bronxcare Health System vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to The Pension Plan and Trust for the Employees of Bronxcare Health System by total assets, not by location.

Frequently Asked Questions

How did The Pension Plan and Trust for the Employees of Bronxcare Health System assets move in 2022?
The Pension Plan and Trust for the Employees of Bronxcare Health System pulled back noticeably - down 14.1% during 2022, from $275M to $236M. Reported net income was -$39M.
How have Bronxcare Health System plan assets changed over time?
Across 3 plan years on file (2022-2024), Bronxcare Health System's sponsor-wide assets grew 20.3%, from $374M to $449M.
Where does The Pension Plan and Trust for the Employees of Bronxcare Health System rank by assets among Form 5500 filers?
The Pension Plan and Trust for the Employees of Bronxcare Health System ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Pension Plan and Trust for the Employees of Bronxcare Health System?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Presbyterian Healthcare Services Employees' Pension Plan II in NM ($237M, 940 participants).

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