Other · DOL Form 5500 · 2022
Montefiore Medical Center Retirement Plan
Data updated 2026-08-06
- $3.3B
- Total assets
- 17,563
- Participants
- 100th
- Percentile by assets
- $187,110
- Avg per participant
Official DOL plan name: Montefiore Medical Center 403(b) Plan · Sponsored by Montefiore Medical Center · New York · Healthcare & Social Assistance
$3.3B in assets, 17,563 participants
Montefiore Medical Center's Montefiore Medical Center 403(b) Plan reported $3.3B in total assets and 17,563 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 139,258 plans)
- #20,047 in Healthcare & Social Assistance (20,087 peers)
Coverage in New York
Montefiore Medical Center 403(b) Plan covers 17,563 participants in New York, 22x the typical New York plan (state average ~795 per filing). Assets: $3.3B.
- $3.3B
- total plan assets (2022 EOY)
- 17,563
- covered participants
- 100th
- percentile by assets (of 139,258 plans)
- $187,110
- avg assets per participant
The plan reported a net loss of $656M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Montefiore Medical Center 403(b) Plan reports 17,563 participants - 22x that state average ($3.3B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $3.9B |
|---|---|
| Net Assets (End of Year) | $3.3B |
| Net Income | -$656M |
| Employer EIN | 131740114 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montefiore Medical Center)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 17,680 | $3.3B |
| 2023 | 2 | 16,747 | $3.9B |
| 2024 | 1 | 16,441 | $4.3B |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
Montefiore Medical Center 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Scale composition for Montefiore Medical Center 403(b) Plan
Montefiore Medical Center 403(b) Plan reports $3.3B in end-of-year assets across 17,563 participants (0.028% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.020% of 89,805,449 covered participants) - about $187,110 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2022 was -$656M.
This plan identity (EIN 131740114, plan #008) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.3B to $4.3B (+31.8%) while covered participants moved from 17,563 to 16,441 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,563 | $3.3B | This page |
| 2023 | 16,736 | $3.9B | Open filing |
| 2024 · index core | 16,441 | $4.3B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Montefiore Medical Center 403(b) Plan (Other, $4.3B, 16,441 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Montefiore Medical Center 403(b) Plan by total assets, not by location.
- Vanderbilt University Medical Center Retirement Plan (TN) $3.4B · 28,507
- Harvard University Tax Deferred Annuity Plan (MA) $3.2B · 21,269
- Upmc 403(b) Retirement Savings Plan (PA) $3.5B · 75,307
- Northwestern University Retirement Plan (IL) $3.5B · 9,465
Frequently Asked Questions
How did Montefiore Medical Center 403(b) Plan assets move in 2022? ▼
How have Montefiore Medical Center plan assets changed over time? ▼
Where does Montefiore Medical Center 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Montefiore Medical Center 403(b) Plan? ▼
Next read for Montefiore Medical Center 403(b) Plan
Filing takeaways
Ways to act on Montefiore Medical Center 403(b) Plan's numbers.
- By total assets, Montefiore Medical Center 403(b) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Montefiore Medical Center's sponsor-wide assets have grown 31.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans