Defined Benefit (Pension) · DOL Form 5500 · 2022

Bronxcare Health System Pension Plan

Data updated 2026-08-25

$236M
Total assets Near avg plan size
627
Participants Below avg headcount
96th
Percentile by assets National rank
$377,131
Avg per participant High balance/head
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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.

  • #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.

#19,378
in Healthcare & Social Assistance (20,060 peers)
-14.1%
assets change YoY
2.4×
vs typical plan assets (national mean)

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's outsized position by total assets

The Pension Plan and Trust for the Employees of Bronxcare Health System vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$236,461,388 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Pension Plan and Trust for the Employees of Bronxcare Health System among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Pension Plan and Trust for the Employees of Bronxcare Health System sits mid-pack in the medium band (627 participants).

DOL schedule card

Filing strip 131974191 · Bronxcare Health System PY 2022 · Defined Benefit (Pension)

The Pension Plan and Trust for the Employees of Bronxcare Health System · $236M · 627 · 96th

  • PART $236M
  • TYPE 627
  • NET 96th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Presbyterian Healthcare Services Employees' Pension Plan II
  • BOY ind #19378

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in New York →

The Pension Plan and Trust for the Employees of Bronxcare Health System in the asset neighbourhood

Texas Iron Workers' Pension PlanTexas Iron Workers' Pension …$237MPresbyterian Healthcare Services Employees' Pension Plan IIPresbyterian Healthcare Serv…$237MThe Pension Plan and Trust for the Employees of Bronxcare Health SystemThe Pension Plan and Trust f…$236MCement Masons Southern California Pension TrustCement Masons Southern Calif…$236MWisconsin Power & Light Co. Retirement Plan BWisconsin Power & Light Co. …$236M
End-of-year total assets ($M) among The Pension Plan and Trust for the Employees of Bronxcare Health System and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Bronxcare Health System plans reported in each filing year

Latest sponsor-wide plan assets
$449M 20.255172252758317% vs 2022
2024 filing year
$350M$400M$450M$500M 202220232024 $374M $449M ▲ +20.3%
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 Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants The Pension Plan and Trust for the Employees of Bronxcare Health System, Total assets ($B): 0.236461388 · Participants: 627The Pension Plan and Trust for the Employees of Bronxcare Health SystemIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
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's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Presbyterian Healthcare Services Employees' Pension Plan II in NM ($237M); by covered participants it is Baton Rouge Sheet Metal Workers Pension Fund in LA (627 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (627 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Pension Plan and Trust for the Employees of Bronxcare Health System? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Baton Rouge Sheet Metal Workers Pension Fund in LA (627 participants, $44M in assets).