Defined Benefit (Pension) · DOL Form 5500 · 2022

Montefiore Medical Center Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
117
Participants Small participant base
75th
Percentile by assets National rank
$150,210
Avg per participant Above avg balance/head
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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.

  • #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.

#15,916
in Healthcare & Social Assistance (20,060 peers)
-25.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Monterfiore Medical Center Hrsp Retirement Plan's outsized position 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 $2,050,000,000 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

Monterfiore Medical Center Hrsp Retirement Plan 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. Monterfiore Medical Center Hrsp Retirement Plan sits mid-pack in the medium band (117 participants).

DOL schedule card

Filing strip 131740114 · Montefiore Medical Center PY 2022 · Defined Benefit (Pension)

Monterfiore Medical Center Hrsp Retirement Plan · $18M · 117 · 75th

  • PCT $18M
  • PCT 117
  • PCT 75th
  • PCT Defined Benefit (Pension)
  • PCT near Essa Bank and Trust Pension Plan
  • PCT ind #15916

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 →

Monterfiore Medical Center Hrsp Retirement Plan in the asset neighbourhood

Gerresheimer Glass Hourly Retirement PlanGerresheimer Glass Hourly Re…$18MEssa Bank and Trust Pension PlanEssa Bank and Trust Pension …$18MOperating Engineers #800 & Wyoming Contractors' Association, Inc. Pension Trust FundOperating Engineers #800 & W…$18MMonterfiore Medical Center Hrsp Retirement PlanMonterfiore Medical Center H…$18MKikkoman Foods, Inc. Pension PlanKikkoman Foods, Inc. Pension…$18M
End-of-year total assets ($M) among Monterfiore Medical Center Hrsp Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Montefiore Medical Center plans reported in each filing year

Latest sponsor-wide plan assets
$4.3B 31.103543575876152% vs 2022
2024 filing year
$3B$3.5B$4B$4.5B 202220232024 $3.3B $4.33B ▲ +31.2%
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 ($B) Participants Monterfiore Medical Center Hrsp Retirement Plan, Total assets ($B): 0.017574527 · Participants: 117Monterfiore Medical Center Hrsp Retirement PlanIBM 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
Monterfiore Medical Center Hrsp Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Monterfiore Medical Center Hrsp Retirement Plan side-by-side with 3 peers →

Monterfiore Medical Center Hrsp Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Essa Bank and Trust Pension Plan in PA ($18M); by covered participants it is Mechanics Laundry & Supply, Inc. Teamsters Employees Pension Plan in OH (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Monterfiore Medical Center Hrsp Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mechanics Laundry & Supply, Inc. Teamsters Employees Pension Plan in OH (117 participants, $8M in assets).

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.