Defined Benefit (Pension) · DOL Form 5500 · 2022

Montefiore Medical Center Pension Plan

Data updated 2026-08-11

$18M
Total assets
117
Participants
75th
Percentile by assets
$150,210
Avg per participant
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Official DOL plan name: Monterfiore Medical Center Hrsp Retirement Plan · Sponsored by Montefiore Medical Center · New York · Healthcare & Social Assistance

$18M in assets, 117 participants

Montefiore Medical Center's Monterfiore Medical Center Hrsp Retirement Plan reported $18M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • 75th percentile by assets (of 139,126 plans)
  • #15,916 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Monterfiore Medical Center Hrsp Retirement Plan covers 117 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $18M.

$18M
total plan assets (2022 EOY)
117
covered participants
75th
percentile by assets (of 139,126 plans)
$150,210
avg assets per participant

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Monterfiore Medical Center Hrsp Retirement Plan sits by total assets

Monterfiore Medical Center Hrsp Retirement Plan vs every filed plan by assets

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

$17,574,527 Top 25% higher than 75% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
New York
Industry
Healthcare & Social Assistance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Monterfiore Medical Center Hrsp Retirement Plan reports 117 participants - about 15% of that state average ($18M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$18M
Net Income-$6M
Employer EIN131740114
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montefiore Medical Center)

$3B$3.5B$4B$4.5B 202220232024 $3.3B $4.33B ▲ +31.2%
Total plan assets by year, all Montefiore Medical Center plans on file
Year Plans Participants Total Assets
2022 2 17,680 $3.3B
2023 2 16,747 $3.9B
2024 1 16,441 $4.3B

Nearby Defined Benefit (Pension) Plans in New York

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

Monterfiore Medical Center Hrsp Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Monterfiore Medical …, Total assets ($B): 0.017574527 · Participants: 117Monterfiore Medical …IBM Personal Pension…, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension…Consolidated Edison …, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison …Pepsico Employees Re…, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Re…New York State Nurse…, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurse…New York District Co…, Total assets ($B): 4.837058087 · Participants: 11318New York District Co…
Monterfiore Medical Center Hrsp Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Monterfiore Medical Center Hrsp Retireme… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Monterfiore Medical Center Hrsp Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Monterfiore Medical Center Hrsp Retirement Plan assets move in 2022? ▼
Monterfiore Medical Center Hrsp Retirement Plan declined sharply - down 25.1% during 2022, from $23M to $18M. Reported net income was -$6M.
How have Montefiore Medical Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montefiore Medical Center's sponsor-wide assets grew 31.1%, from $3.3B to $4.3B.
Where does Monterfiore Medical Center Hrsp Retirement Plan rank by assets among Form 5500 filers? ▼
Monterfiore Medical Center Hrsp Retirement Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Monterfiore Medical Center Hrsp Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Essa Bank and Trust Pension Plan in PA ($18M, 136 participants).

Next read for Monterfiore Medical Center Hrsp Retireme…

Filing takeaways

Ways to act on Monterfiore Medical Center Hrsp Retirement Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131740114.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.