Defined Benefit (Pension) · DOL Form 5500 · 2023

Bronxcare Health System Pension Plan

Data updated 2026-08-11

$276M
Total assets
571
Participants
96th
Percentile by assets
$484,128
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$276M
total plan assets (2023 EOY)
571
covered participants
96th
percentile by assets (of 127,072 plans)
$484,128
avg assets per participant

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.

See the national 2022→2023 release diff →

State
New York
Industry
Healthcare & Social Assistance

The Pension Plan and Trust for the Employees of Bronxcare Health System vs the 2023 asset distribution

By assets, The Pension Plan and Trust for the Employees of Bronxcare Health System outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$236M
Net Assets (End of Year)$276M
Net Income$40M
Employer EIN131974191
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bronxcare Health System)

$350M$400M$450M$500M 202220232024 $374M $449M ▲ +20.3%
Total plan assets by year, all Bronxcare Health System plans on file
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.

The Pension Plan and Trust for the Employees of Bronxcare Health System vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

The Pension Plan and Trust for the Employees of Bronxcare Health System vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Pension Plan and…IBM Personal Pension…Consolidated Edison …1199seiu Health Care…Pfizer Consolidated …Pepsico Employees Re…
The Pension Plan and Trust for the Employees of Bronxcare Health System vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Pension Plan and Trust for the Emplo… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to The Pension Plan and Trust for the Employees of Bronxcare Health System by total assets, not by location.

Frequently Asked Questions

How did The Pension Plan and Trust for the Employees of Bronxcare Health System assets move in 2023? ▼
The Pension Plan and Trust for the Employees of Bronxcare Health System grew sharply - up 16.9% during 2023, from $236M to $276M. Reported net income was $40M.
How have Bronxcare Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bronxcare Health System's sponsor-wide assets grew 20.3%, from $374M to $449M.
Where does The Pension Plan and Trust for the Employees of Bronxcare Health System rank by assets among Form 5500 filers? ▼
The Pension Plan and Trust for the Employees of Bronxcare Health System ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Pension Plan and Trust for the Employees of Bronxcare Health System? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Supplemental Pension Plan of Consolidated Rail Corporation in PA ($276M, 132 participants).

Next read for The Pension Plan and Trust for the Emplo…

Scale reading

Ways to act on The Pension Plan and Trust for the Employees of Bronxcare Health System's numbers.

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 131974191.

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.