Other · DOL Form 5500 · 2022
Bon Secours Charity Health System, Inc Retirement Plan
Data updated 2026-08-25
- $252M
- Total assets Near avg plan size
- 2,966
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $84,834
- Avg per participant Below avg balance/head
Official DOL plan name: Bon Secours Charity Health System Tax Sheltered Annuity Plan · Sponsored by Bon Secours Charity Health System, Inc · New York · Healthcare & Social Assistance
$252M in assets, 2,966 participants
Bon Secours Charity Health System, Inc's Bon Secours Charity Health System Tax Sheltered Annuity Plan reported $252M in total assets and 2,966 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #19,410 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
Bon Secours Charity Health System Tax Sheltered Annuity Plan covers 2,966 participants in New York, 3.7x the typical New York plan (state average ~798 per filing). Assets: $252M.
- #19,410
- in Healthcare & Social Assistance (20,060 peers)
- -16.8%
- assets change YoY
- 2.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $51M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bon Secours Charity Health System Tax Sheltered Annuity Plan's outsized position by total assets
Bon Secours Charity Health System Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$251,616,849 Top 4% higher than 96% 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
Bon Secours Charity Health System Tax Sheltered Annuity Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bon Secours Charity Health System Tax Sheltered Annuity Plan lands in the large band (2,966 participants).
Plan-year Form 5500 strip
Filing strip 912135195 · Bon Secours Charity Health System, Inc PY 2022 · Other
Bon Secours Charity Health System Tax Sheltered Annuity Plan · $252M · 2,966 · 96th
- EOY $252M
- 5500 2,966
- ASSETS 96th
- PCT Other
- EIN near Denison University Retirement Plan
- RANK ind #19410
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 →
Bon Secours Charity Health System Tax Sheltered Annuity Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $302M |
|---|---|
| Net Assets (End of Year) | $252M |
| Net Income | -$51M |
| Employer EIN | 912135195 |
| Plan Effective Date | 2015-05-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bon Secours Charity Health System, Inc)
Sponsor-wide plan assets over time
All Bon Secours Charity Health System, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $324M 28.59063941302277% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,966 | $252M |
| 2023 | 1 | 3,400 | $292M |
| 2024 | 1 | 4,070 | $324M |
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
Bon Secours Charity Health System Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Denison University Retirement Plan in OH ($252M); by covered participants it is University of Dayton Tax Deferred Annuity Plan in OH (2,969 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($252M here).
- Denison University Retirement Plan (OH) $252M · 976
- Medical Faculty Associates 403(b) Plan (DC) $250M · 1,610
- Maryland Electrical Industry Severance & Annuity F (MD) $254M · 2,556
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan (IA) $249M · 1,182
Similar participant headcount
Nearest other-state filings by covered participants (2,966 participants); asset peers above are excluded.
- University of Dayton Tax Deferred Annuity Plan (OH) 2,969 · 3 off
- Ohio Living 403(b) Plan (OH) 2,962 · 4 off
- Metro Health 403(b) Retirement Savings Plan (MI) 2,972 · 6 off
- Riverside Healthcare 403(b) Retirement Plan (IL) 2,959 · 7 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.