Other · DOL Form 5500 · 2023
The Bronx Defenders Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 395
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $54,780
- Avg per participant Low balance/head
Official DOL plan name: The Bronx Defenders 403(b) Plan · Sponsored by The Bronx Defenders · New York · Other Services
$22M in assets, 395 participants
The Bronx Defenders's The Bronx Defenders 403(b) Plan reported $22M in total assets and 395 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #6,755 in Other Services (7,857 peers)
Coverage in New York
The Bronx Defenders 403(b) Plan covers 395 participants in New York, about 50% of the average New York filer (state average ~798 per filing). Assets: $22M.
- #6,755
- in Other Services (7,857 peers)
- +28.5%
- assets growth YoY
The Bronx Defenders 403(b) Plan's outsized position by total assets
The Bronx Defenders 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,638,034 Top 26% higher than 74% 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 Bronx Defenders 403(b) Plan 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 Bronx Defenders 403(b) Plan sits mid-pack in the medium band (395 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Bronx Defenders 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- The Bronx Defenders 403(b) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- The Bronx Defenders 403(b) Plan reported participants rose from 379 in the plan year 2022 filing to 395 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 133931074 · The Bronx Defenders PY 2023 · Other
The Bronx Defenders 403(b) Plan · $22M · 395 · 74th
- PART $22M
- TYPE 395
- NET 74th
- BOOK Other
- VS-ST near Montgomery Baptist Outreach Services Corporation 403b Plan
- BOY ind #6755
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 Other Services retirement plans → · Plans in New York →
The Bronx Defenders 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $5M |
| Employer EIN | 133931074 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Bronx Defenders)
Sponsor-wide plan assets over time
All The Bronx Defenders plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 51.86441794917083% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 379 | $17M |
| 2023 | 1 | 395 | $22M |
| 2024 | 1 | 467 | $26M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
The Bronx Defenders 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Montgomery Baptist Outreach Services Corporation 403b Plan in AL ($22M); by covered participants it is University Clinical, Education and Research Associates Defined Contribution Retirement Plan in HI (395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Montgomery Baptist Outreach Services Corporation 403b Plan (AL) $22M · 395
- Renaissance Behavioral Health System, Inc. and Mental Health Resource Center, Inc. Tax Deferred Annuity Savings Plan (FL) $22M · 448
- Rocketship Education Retirement Savings Plan (CA) $22M · 1,320
- St. Edward's School Defined Contribution Retirement Plan (FL) $22M · 157
Similar participant headcount
Nearest other-state filings by covered participants (395 participants); asset peers above are excluded.
- University Clinical, Education and Research Associates Defined Contribution Retirement Plan (HI) 395 · 0 off
- Shipley School Defined Contribution Retirement Plan (PA) 394 · 1 off
- Great Plains Regional Medical Center Retirement Savings Plan (OK) 396 · 1 off
- Greenwich Country Day School Defined Contribution Plan (CT) 397 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.