Defined Benefit (Pension) · DOL Form 5500 · 2023
Bronxcare Health System Pension Plan
Data updated 2026-08-25
- $276M
- Total assets Near avg plan size
- 571
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $484,128
- Avg per participant High balance/head
Official DOL plan name: The Pension Plan and Trust for the Employees of Bronxcare Health System · Sponsored by Bronxcare Health System · New York · Healthcare & Social Assistance
$276M in assets, 571 participants
Bronxcare Health System's The Pension Plan and Trust for the Employees of Bronxcare Health System reported $276M in total assets and 571 participants in its 2023 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.
- #17,030 in Healthcare & Social Assistance (17,684 peers)
Where The Pension Plan and Trust for the Employees of Bronxcare Health System sits by assets
The Pension Plan and Trust for the Employees of Bronxcare Health System sits in the top 5% of all filed plans by assets, $276M for 571 participants (~$484,128/participant), up 16.9% in 2023.
- #17,030
- in Healthcare & Social Assistance (17,684 peers)
- +16.9%
- assets growth YoY
- 2.8×
- vs typical plan assets (national mean)
The Pension Plan and Trust for the Employees of Bronxcare Health System's outsized position by total assets
The Pension Plan and Trust for the Employees of Bronxcare Health System vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$276,437,273 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Pension Plan and Trust for the Employees of Bronxcare Health System among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Pension Plan and Trust for the Employees of Bronxcare Health System sits mid-pack in the medium band (571 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Pension Plan and Trust for the Employees of Bronxcare Health System reported net income rose from -$39M in the plan year 2022 filing to $40M in the plan year 2023 filing.
- The Pension Plan and Trust for the Employees of Bronxcare Health System end-of-year assets rose from $236M in the plan year 2022 filing to $276M in the plan year 2023 filing.
- The Pension Plan and Trust for the Employees of Bronxcare Health System reported participants fell from 627 in the plan year 2022 filing to 571 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 131974191 · Bronxcare Health System PY 2023 · Defined Benefit (Pension)
The Pension Plan and Trust for the Employees of Bronxcare Health System · $276M · 571 · 96th
- PCT $276M
- EIN 571
- RANK 96th
- PHOTO Defined Benefit (Pension)
- IND near Supplemental Pension Plan of Consolidated Rail Corporation
- EOY ind #17030
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 →
The Pension Plan and Trust for the Employees of Bronxcare Health System in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $236M |
|---|---|
| Net Assets (End of Year) | $276M |
| Net Income | $40M |
| Employer EIN | 131974191 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bronxcare Health System)
Sponsor-wide plan assets over time
All Bronxcare Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $449M 20.255172252758317% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,537 | $374M |
| 2023 | 3 | 1,464 | $427M |
| 2024 | 3 | 1,471 | $449M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
The Pension Plan and Trust for the Employees of Bronxcare Health System's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Supplemental Pension Plan of Consolidated Rail Corporation in PA ($276M); by covered participants it is Latham & Watkins Cash Balance Plan in CA (571 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($276M here).
- Supplemental Pension Plan of Consolidated Rail Corporation (PA) $276M · 132
- The Dayton Power and Light Co. Retirement Inc Plan (IN) $277M · 617
- Henkel of America Retirement Plan (CT) $276M · 436
- I.B.E.W. Local 456 Pension Plan (NJ) $276M · 766
Similar participant headcount
Nearest other-state filings by covered participants (571 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.