Other · DOL Form 5500 · 2022
Montefiore Medical Center Retirement Plan
Data updated 2026-08-25
- $3.3B
- Total assets Very large vs avg
- 17,563
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $187,110
- Avg per participant Above avg balance/head
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.
- #20,020 in Healthcare & Social Assistance (20,060 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 ~798 per filing). Assets: $3.3B.
- #20,020
- in Healthcare & Social Assistance (20,060 peers)
- -16.6%
- assets change YoY
- 33×
- vs typical plan assets (national mean)
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.
Montefiore Medical Center 403(b) Plan's outsized position by total assets
Montefiore Medical Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,286,216,279 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Montefiore Medical Center 403(b) Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montefiore Medical Center 403(b) Plan is a mega filing (17,563 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 131740114 · Montefiore Medical Center PY 2022 · Other
Montefiore Medical Center 403(b) Plan · $3.3B · 17,563 · 100th
- TYPE $3.3B
- NET 17,563
- BOOK 100th
- VS-ST Other
- BOY near Vanderbilt University Medical Center Retirement Plan
- SCH ind #20020
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 →
Montefiore Medical Center 403(b) Plan in the asset neighbourhood
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)
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
| 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.
- 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 (0.027% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 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)
Montefiore Medical Center 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Vanderbilt University Medical Center Retirement Plan in TN ($3.4B); by covered participants it is Inova Health System 403(b) Plan in VA (17,563 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.3B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (17,563 participants); asset peers above are excluded.
- Inova Health System 403(b) Plan (VA) 17,563 · 0 off
- Fca US LLC Salaried Employees' Savings Plan (MI) 17,796 · 233 off
- Johns Hopkins Health System Corporation 403(b) Plan (MD) 17,244 · 319 off
- Norton Healthcare 403(b) Retirement Savings Plan (KY) 17,896 · 333 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.