Other · DOL Form 5500 · 2023

Montefiore Medical Center Retirement Plan

Data updated 2026-08-25

$3.9B
Total assets Very large vs avg
16,736
Participants Very large workforce
100th
Percentile by assets National rank
$230,431
Avg per participant Above avg balance/head
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Official DOL plan name: Montefiore Medical Center 403(b) Plan · Sponsored by Montefiore Medical Center · New York · Healthcare & Social Assistance

$3.9B in assets, 16,736 participants

Montefiore Medical Center's Montefiore Medical Center 403(b) Plan reported $3.9B in total assets and 16,736 participants in its 2023 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.

  • #17,642 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Montefiore Medical Center 403(b) Plan covers 16,736 participants in New York, 21x the typical New York plan (state average ~798 per filing). Assets: $3.9B.

#17,642
in Healthcare & Social Assistance (17,684 peers)
+17.4%
assets growth YoY
39×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$3,856,487,753 Highest reported value at or above every one of 127,068 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 2023

Montefiore Medical Center 403(b) Plan's mega-plan peer group by participant headcount

Plan-year 2023 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 (16,736 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montefiore Medical Center 403(b) Plan reported net income rose from -$656M in the plan year 2022 filing to $570M in the plan year 2023 filing.
  • Montefiore Medical Center 403(b) Plan end-of-year assets rose from $3.3B in the plan year 2022 filing to $3.9B in the plan year 2023 filing.
  • Montefiore Medical Center 403(b) Plan reported participants fell from 17,563 in the plan year 2022 filing to 16,736 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 131740114 · Montefiore Medical Center PY 2023 · Other

Montefiore Medical Center 403(b) Plan · $3.9B · 16,736 · 100th

  • NET $3.9B
  • BOOK 16,736
  • VS-ST 100th
  • BOY Other
  • SCH near Harvard University Tax Deferred Annuity Plan
  • EBSA ind #17642

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

Upmc 403(b) Retirement Savings PlanUpmc 403(b) Retirement Savin…$4.2BVanderbilt University Medical Center Retirement PlanVanderbilt University Medica…$4.1BNorthwestern University Retirement PlanNorthwestern University Reti…$4.0BMontefiore Medical Center 403(b) PlanMontefiore Medical Center 40…$3.9BHarvard University Tax Deferred Annuity PlanHarvard University Tax Defer…$3.8B
End-of-year total assets ($B) among Montefiore Medical Center 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$3.3B
Net Assets (End of Year)$3.9B
Net Income$570M
Employer EIN131740114
Plan Effective Date1975-01-01
Filing StatusFILING 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
$3B$3.5B$4B$4.5B 202220232024 $3.3B $4.33B ▲ +31.2%
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 Scatter plot of 6 data points. 100002000030000400005000060000 24681012 Total assets ($B) Participants Montefiore Medical Center 403(b) Plan, Total assets ($B): 3.856487753 · Participants: 16736Montefiore Medical Center 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Montefiore Medical Center 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Montefiore Medical Center 403(b) Plan side-by-side with 3 peers →

Scale composition for Montefiore Medical Center 403(b) Plan

Montefiore Medical Center 403(b) Plan reports $3.9B in end-of-year assets across 16,736 participants (0.031% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $230,431 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2023 was $570M.

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 Open filing
2023 16,736 $3.9B This page
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's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Harvard University Tax Deferred Annuity Plan in MA ($3.8B); by covered participants it is St. Lukes Health System Matched 403b Plan in ID (16,715 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.9B here).

Similar participant headcount

Nearest other-state filings by covered participants (16,736 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Montefiore Medical Center 403(b) Plan assets move in 2023? ▼
Montefiore Medical Center 403(b) Plan grew sharply - up 17.4% during 2023, from $3.3B to $3.9B. Reported net income was $570M.
How have Montefiore Medical Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montefiore Medical Center's sponsor-wide assets grew 31.1%, from $3.3B to $4.3B.
Where does Montefiore Medical Center 403(b) Plan rank by assets among Form 5500 filers? ▼
Montefiore Medical Center 403(b) Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Other plans are similar in size to Montefiore Medical Center 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Harvard University Tax Deferred Annuity Plan in MA ($3.8B, 21,064 participants).
Which Other plans cover a similar participant headcount to Montefiore Medical Center 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is St. Lukes Health System Matched 403b Plan in ID (16,715 participants, $965M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131740114.

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.