Defined Benefit (Pension) · DOL Form 5500 · 2023

Montefiore Medical Center Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
11
Participants Small participant base
45th
Percentile by assets National rank
$473,993
Avg per participant High balance/head
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Official DOL plan name: Montefiore Medical Center Hsrp Retirement Plan · Sponsored by Montefiore Medical Center · New York · Healthcare & Social Assistance

$5M in assets, 11 participants

Montefiore Medical Center's Montefiore Medical Center Hsrp Retirement Plan reported $5M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,717 in Healthcare & Social Assistance (17,684 peers)

Montefiore Medical Center multi-year trail

Montefiore Medical Center's plans moved +31.1% in assets from 2022 to 2024; this filing shows Montefiore Medical Center Hsrp Retirement Plan at $5M / 11 participants.

#8,717
in Healthcare & Social Assistance (17,684 peers)
-70.3%
assets change YoY

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Montefiore Medical Center Hsrp Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Montefiore Medical Center Hsrp Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,213,918 45th percentile higher than 45% 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 Hsrp Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montefiore Medical Center Hsrp Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montefiore Medical Center Hsrp Retirement Plan reported net income fell from -$6M in the plan year 2022 filing to -$12M in the plan year 2023 filing.
  • Montefiore Medical Center Hsrp Retirement Plan reported participants fell from 117 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Montefiore Medical Center Hsrp Retirement Plan end-of-year assets fell from $18M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131740114 · Montefiore Medical Center PY 2023 · Defined Benefit (Pension)

Montefiore Medical Center Hsrp Retirement Plan · $5M · 11 · 45th

  • ASSETS $5M
  • PCT 11
  • EIN 45th
  • RANK Defined Benefit (Pension)
  • PHOTO near Goodman Co,LP Fayetteville Bargunit Pension Plan
  • IND ind #8717

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 Hsrp Retirement Plan in the asset neighbourhood

The Rutland Hospital, Inc. Ret. Income PlanThe Rutland Hospital, Inc. R…$5MHeathary Resources, Inc. Retirement PlanHeathary Resources, Inc. Ret…$5MMontefiore Medical Center Hsrp Retirement PlanMontefiore Medical Center Hs…$5MGoodman Co,LP Fayetteville Bargunit Pension PlanGoodman Co,LP Fayetteville B…$5MMuskegon Surgical Associates, PC Pension PlanMuskegon Surgical Associates…$5M
End-of-year total assets ($M) among Montefiore Medical Center Hsrp Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Montefiore Medical Center multi-year asset trail

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

Montefiore Medical Center filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$5M
Net Income-$12M
Employer EIN131740114
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Montefiore Medical Center Hsrp Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Montefiore Medical Center Hsrp Retirement Plan, Total assets ($B): 0.005213918 · Participants: 11Montefiore Medical Center Hsrp Retirement PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Montefiore Medical Center Hsrp Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Montefiore Medical Center Hsrp Retirement Plan side-by-side with 3 peers →

Montefiore Medical Center Hsrp Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Goodman Co,LP Fayetteville Bargunit Pension Plan in TX ($5M); by covered participants it is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Hsrp Retirement Plan assets move in 2023? ▼
Montefiore Medical Center Hsrp Retirement Plan contracted severely - down 70.3% during 2023, from $18M to $5M. Reported net income was -$12M.
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.
Which Defined Benefit (Pension) plans are similar in size to Montefiore Medical Center Hsrp Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Goodman Co,LP Fayetteville Bargunit Pension Plan in TX ($5M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Montefiore Medical Center Hsrp Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants, $3M 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.