Other · DOL Form 5500 · 2022

Bronx Charter School for Excellence Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
306
Participants Below avg headcount
60th
Percentile by assets National rank
$25,662
Avg per participant Low balance/head
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Official DOL plan name: Bronx Charter School for Excellence 403(b) Deferred Compensation Plan · Sponsored by Bronx Charter School for Excellence · New York · Educational Services

$8M in assets, 306 participants

Bronx Charter School for Excellence's Bronx Charter School for Excellence 403(b) Deferred Compensation Plan reported $8M in total assets and 306 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #1,735 in Educational Services (4,024 peers)

Coverage in New York

Bronx Charter School for Excellence 403(b) Deferred Compensation Plan covers 306 participants in New York, about 38% of the average New York filer (state average ~798 per filing). Assets: $8M.

#1,735
in Educational Services (4,024 peers)
+18.5%
assets growth YoY

Bronx Charter School for Excellence 403(b) Deferred Compensation Plan's mid-pack asset rank among Educational Services and all filers

Bronx Charter School for Excellence 403(b) Deferred Compensation Plan vs every filed plan by assets

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

$7,852,638 Top 40% higher than 60% 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

Bronx Charter School for Excellence 403(b) Deferred Compensation 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. Bronx Charter School for Excellence 403(b) Deferred Compensation Plan sits mid-pack in the medium band (306 participants).

Published 5500 schedule card

Filing strip 450507998 · Bronx Charter School for Excellence PY 2022 · Other

Bronx Charter School for Excellence 403(b) Deferred Compensation Plan · $8M · 306 · 60th

  • PCT $8M
  • EIN 306
  • RANK 60th
  • PHOTO Other
  • IND near Charles River Community Health, Inc. 403(b) Plan
  • EOY ind #1735

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 Educational Services retirement plans → · Plans in New York →

Bronx Charter School for Excellence 403(b) Deferred Compensation Plan in the asset neighbourhood

Adelante Development Center, Inc. 403(b) PlanAdelante Development Center,…$8MEly-Bloomenson Community Hospital Tax Deferred Annuity PlanEly-Bloomenson Community Hos…$8MBronx Charter School for Excellence 403(b) Deferred Compensation PlanBronx Charter School for Exc…$8MCharles River Community Health, Inc. 403(b) PlanCharles River Community Heal…$8MAnoka County Community Action Program, Inc. 403(b) Retirement PlanAnoka County Community Actio…$8M
End-of-year total assets ($M) among Bronx Charter School for Excellence 403(b) Deferred Compensation Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN450507998
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bronx Charter School for Excellence)

Sponsor-wide plan assets over time

All Bronx Charter School for Excellence plans reported in each filing year

Latest sponsor-wide plan assets
$13M 61.33289220768868% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.85M $12.7M ▲ +61.4%
Year Plans Participants Total Assets
2022 1 306 $8M
2023 1 323 $10M
2024 1 362 $13M

Nearby Other Plans in New York

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

Bronx Charter School for Excellence 403(b) Deferred Compensation Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Bronx Charter School for Excellence 403(b) Deferred Compensation Plan, Total assets ($B): 0.007852638 · Participants: 306Bronx Charter School for Excellence 403(b) Deferred Compensation 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
Bronx Charter School for Excellence 403(b) Deferred Compensation Plan vs. nearby Other plans in New York, assets vs. participants
Compare Bronx Charter School for Excellence 403(b) Deferred Compensation Plan side-by-side with 3 peers →

Bronx Charter School for Excellence 403(b) Deferred Compensation Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Charles River Community Health, Inc. 403(b) Plan in MA ($8M); by covered participants it is American School for the Deaf Section 403(b) Retirement Plan in CT (306 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (306 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 Bronx Charter School for Excellence 403(b) Deferred Compensation Plan assets move in 2022? ▼
Bronx Charter School for Excellence 403(b) Deferred Compensation Plan grew sharply - up 18.5% during 2022, from $7M to $8M. Reported net income was $1M.
How have Bronx Charter School for Excellence plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bronx Charter School for Excellence's sponsor-wide assets grew 61.3%, from $8M to $13M.
Which Other plans are similar in size to Bronx Charter School for Excellence 403(b) Deferred Compensation Plan? ▼
Among Other plans in other states, the closest by assets is Charles River Community Health, Inc. 403(b) Plan in MA ($8M, 155 participants).
Which Other plans cover a similar participant headcount to Bronx Charter School for Excellence 403(b) Deferred Compensation Plan? ▼
Among Other plans in other states, the closest by covered participants is American School for the Deaf Section 403(b) Retirement Plan in CT (306 participants, $9M 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 450507998.

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.