Other · DOL Form 5500 · 2023

Bronx Charter School for Better Learning Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
170
Participants Small participant base
51st
Percentile by assets National rank
$41,101
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bronx Charter School for Better Learning · Sponsored by Bronx Charter School for Better Learning · New York · Educational Services

$7M in assets, 170 participants

Bronx Charter School for Better Learning's Bronx Charter School for Better Learning reported $7M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #1,310 in Educational Services (3,735 peers)

Coverage in New York

Bronx Charter School for Better Learning covers 170 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $7M.

#1,310
in Educational Services (3,735 peers)
+23.2%
assets growth YoY

Bronx Charter School for Better Learning's mid-pack asset rank among Educational Services and all filers

Bronx Charter School for Better Learning vs every filed plan by assets

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

$6,987,170 Top 49% higher than 51% 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

Bronx Charter School for Better Learning 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 Better Learning sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bronx Charter School for Better Learning reported net income rose from $81K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bronx Charter School for Better Learning end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Bronx Charter School for Better Learning reported participants fell from 172 in the plan year 2022 filing to 170 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 260061118 · Bronx Charter School for Better Learning PY 2023 · Other

Bronx Charter School for Better Learning · $7M · 170 · 51st

  • VS-ST $7M
  • BOY 170
  • SCH 51st
  • EBSA Other
  • PART near Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc.
  • TYPE ind #1310

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 Better Learning in the asset neighbourhood

Therapeutic Health Services 403(b) PlanTherapeutic Health Services …$7MBronx Charter School for Better LearningBronx Charter School for Bet…$7MRetirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc.Retirement Plan for Employee…$7MChartiers Community Mental Health and Retardation Center, Inc. 403(b) PlanChartiers Community Mental H…$7MMental Health Association, Inc. 403(b) Retirement PlanMental Health Association, I…$7M
End-of-year total assets ($M) among Bronx Charter School for Better Learning and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN260061118
Plan Effective Date2008-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bronx Charter School for Better Learning)

Sponsor-wide plan assets over time

All Bronx Charter School for Better Learning plans reported in each filing year

Latest sponsor-wide plan assets
$8M 37.84879469043595% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.67M $7.81M ▲ +37.7%
Year Plans Participants Total Assets
2022 1 172 $6M
2023 1 170 $7M
2024 1 171 $8M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Bronx Charter School for Better Learning vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Bronx Charter School for Better Learning, Total assets ($B): 0.00698717 · Participants: 170Bronx Charter School for Better LearningNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Bronx Charter School for Better Learning vs. nearby Other plans in New York, assets vs. participants
Compare Bronx Charter School for Better Learning side-by-side with 3 peers →

Bronx Charter School for Better Learning's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc. in CT ($7M); by covered participants it is Peninsula Institute for Community Health Inc 403(b) Plan in VA (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Bronx Charter School for Better Learning assets move in 2023? ▼
Bronx Charter School for Better Learning grew sharply - up 23.2% during 2023, from $6M to $7M. Reported net income was $1M.
How have Bronx Charter School for Better Learning plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bronx Charter School for Better Learning's sponsor-wide assets grew 37.8%, from $6M to $8M.
Which Other plans are similar in size to Bronx Charter School for Better Learning? ▼
Among Other plans in other states, the closest by assets is Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc. in CT ($7M, 98 participants).
Which Other plans cover a similar participant headcount to Bronx Charter School for Better Learning? ▼
Among Other plans in other states, the closest by covered participants is Peninsula Institute for Community Health Inc 403(b) Plan in VA (170 participants, $9M 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 260061118.

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.