Other · DOL Form 5500 · 2022

South Bronx Overall Economic Development Corp Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
225
Participants Below avg headcount
31st
Percentile by assets National rank
$7,271
Avg per participant Low balance/head
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Official DOL plan name: Sobro Tax Deferred Annuity Plan · Sponsored by South Bronx Overall Economic Development Corp · New York · Other Services

$2M in assets, 225 participants

South Bronx Overall Economic Development Corp's Sobro Tax Deferred Annuity Plan reported $2M in total assets and 225 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #4,574 in Other Services (8,398 peers)

Coverage in New York

Sobro Tax Deferred Annuity Plan covers 225 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $2M.

#4,574
in Other Services (8,398 peers)
-19.2%
assets change YoY

The plan reported a net loss of $389K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sobro Tax Deferred Annuity Plan among the smaller filed plans by assets

Sobro Tax Deferred Annuity Plan vs every filed plan by assets

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

$1,635,973 31st percentile higher than 31% 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

Sobro Tax Deferred Annuity 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. Sobro Tax Deferred Annuity Plan sits mid-pack in the medium band (225 participants).

DOL schedule card

Filing strip 132736022 · South Bronx Overall Economic Development Corp PY 2022 · Other

Sobro Tax Deferred Annuity Plan · $2M · 225 · 31st

  • EOY $2M
  • 5500 225
  • ASSETS 31st
  • PCT Other
  • EIN near The Family and Children's Services of Central Maryland 403(b) Plan
  • RANK ind #4574

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 Other Services retirement plans → · Plans in New York →

Sobro Tax Deferred Annuity Plan in the asset neighbourhood

Sobro Tax Deferred Annuity PlanSobro Tax Deferred Annuity P…$2MThe Family and Children's Services of Central Maryland 403(b) PlanThe Family and Children's Se…$2MEducare of Washington, DC 403(b) PlanEducare of Washington, DC 40…$2MMethodist Home for Children and Its Subsidiaries 403b PlanMethodist Home for Children …$2MArmenian Nursing and Rehabilitation Center, Inc 403(b) PlanArmenian Nursing and Rehabil…$2M
End-of-year total assets ($M) among Sobro Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$389K
Employer EIN132736022
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (South Bronx Overall Economic Development Corp)

Sponsor-wide plan assets over time

All South Bronx Overall Economic Development Corp plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.023554789718412% vs 2022
2024 filing year
$1.5M$1.55M$1.6M$1.65M 20222024 $1.64M $1.55M ▼ -5.5%
Year Plans Participants Total Assets
2022 1 225 $2M
2024 1 198 $2M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Sobro Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Sobro Tax Deferred Annuity Plan, Total assets ($B): 0.001635973 · Participants: 225Sobro Tax Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Sobro Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Sobro Tax Deferred Annuity Plan side-by-side with 3 peers →

Sobro Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is The Family and Children's Services of Central Maryland 403(b) Plan in MD ($2M); by covered participants it is Children and Families First 403(b) DC Plan in NC (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Sobro Tax Deferred Annuity Plan assets move in 2022? ▼
Sobro Tax Deferred Annuity Plan declined sharply - down 19.2% during 2022, from $2M to $2M. Reported net income was -$389K.
How have South Bronx Overall Economic Development Corp plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), South Bronx Overall Economic Development Corp's sponsor-wide assets declined 5.0%, from $2M to $2M.
Which Other plans are similar in size to Sobro Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Family and Children's Services of Central Maryland 403(b) Plan in MD ($2M, 92 participants).
Which Other plans cover a similar participant headcount to Sobro Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Children and Families First 403(b) DC Plan in NC (225 participants, $5M 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 132736022.

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.