Other · DOL Form 5500 · 2023
Bronx Charter School for Excellence Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 323
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $31,334
- Avg per participant Low balance/head
Official DOL plan name: Bronx Charter School for Excellence 403(b) Deferred Compensation Plan · Sponsored by Bronx Charter School for Excellence · New York · Educational Services
$10M in assets, 323 participants
Bronx Charter School for Excellence's Bronx Charter School for Excellence 403(b) Deferred Compensation Plan reported $10M in total assets and 323 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #1,573 in Educational Services (3,735 peers)
Coverage in New York
Bronx Charter School for Excellence 403(b) Deferred Compensation Plan covers 323 participants in New York, about 40% of the average New York filer (state average ~798 per filing). Assets: $10M.
- #1,573
- in Educational Services (3,735 peers)
- +28.9%
- assets growth YoY
Bronx Charter School for Excellence 403(b) Deferred Compensation Plan's mid-pack asset rank among Educational Services and all filers
Bronx Charter School for Excellence 403(b) Deferred Compensation Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,120,830 Top 41% higher than 59% 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
Bronx Charter School for Excellence 403(b) Deferred Compensation 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. Bronx Charter School for Excellence 403(b) Deferred Compensation Plan sits mid-pack in the medium band (323 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bronx Charter School for Excellence 403(b) Deferred Compensation Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Bronx Charter School for Excellence 403(b) Deferred Compensation Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Bronx Charter School for Excellence 403(b) Deferred Compensation Plan reported participants rose from 306 in the plan year 2022 filing to 323 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 450507998 · Bronx Charter School for Excellence PY 2023 · Other
Bronx Charter School for Excellence 403(b) Deferred Compensation Plan · $10M · 323 · 59th
- BOY $10M
- SCH 323
- EBSA 59th
- PART Other
- TYPE near Kaboom! Inc. 403(b) Retirement Plan
- NET ind #1573
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 Educational Services retirement plans → · Plans in New York →
Bronx Charter School for Excellence 403(b) Deferred Compensation Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 450507998 |
| Plan Effective Date | 2004-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bronx Charter School for Excellence)
Sponsor-wide plan assets over time
All Bronx Charter School for Excellence plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 61.33289220768868% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 306 | $8M |
| 2023 | 1 | 323 | $10M |
| 2024 | 1 | 362 | $13M |
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
Bronx Charter School for Excellence 403(b) Deferred Compensation Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Kaboom! Inc. 403(b) Retirement Plan in MD ($10M); by covered participants it is Peddie School 403(b) Tda & DC Plan in NJ (323 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (323 participants); asset peers above are excluded.
- Peddie School 403(b) Tda & DC Plan (NJ) 323 · 0 off
- Federation of American Societies for Experimental Biology Defined Contribution Plan (MD) 323 · 0 off
- Cerebral Palsy Research Foundation of Kansas, Inc. Tax Deferred Annuity Plan (KS) 323 · 0 off
- Guide Dogs for the Blind, Inc. 403(b) Plan (CA) 322 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.