Other · DOL Form 5500 · 2024
South Bronx Overall Economic Develo Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 198
- Participants Below avg headcount
- 27th
- Percentile by assets National rank
- $7,847
- Avg per participant Low balance/head
Official DOL plan name: Sobro 403(b) Retirement Plan · Sponsored by South Bronx Overall Economic Develo · New York · Healthcare & Social Assistance
$2M in assets, 198 participants
South Bronx Overall Economic Develo's Sobro 403(b) Retirement Plan reported $2M in total assets and 198 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #4,036 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Sobro 403(b) Retirement Plan covers 198 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $2M.
- #4,036
- in Healthcare & Social Assistance (16,916 peers)
- $2M
- reported net income
Sobro 403(b) Retirement Plan among the smaller filed plans by assets
Sobro 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,553,789 27th percentile higher than 27% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sobro 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sobro 403(b) Retirement Plan sits mid-pack in the medium band (198 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2024
- Sobro 403(b) Retirement Plan reported net income rose from -$389K in the plan year 2022 filing to $2M in the plan year 2024 filing.
- Sobro 403(b) Retirement Plan reported participants fell from 225 in the plan year 2022 filing to 198 in the plan year 2024 filing.
- Sobro 403(b) Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 132736022 · South Bronx Overall Economic Develo PY 2024 · Other
Sobro 403(b) Retirement Plan · $2M · 198 · 27th
- SCH $2M
- EBSA 198
- PART 27th
- TYPE Other
- NET near 401(k) Profit Sharing Plan for Employees of Boys and Girls Club of Greater Memphis
- BOOK ind #4036
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 →
Sobro 403(b) Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $2M |
| Employer EIN | 132736022 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Bronx Overall Economic Develo)
Sponsor-wide plan assets over time
All South Bronx Overall Economic Develo plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 5.023554789718412% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 225 | $2M |
| 2024 | 1 | 198 | $2M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Sobro 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is 401(k) Profit Sharing Plan for Employees of Boys and Girls Club of Greater Memphis in TN ($2M); by covered participants it is Miss Porter's School 403(b) Retirement Plan in CT (198 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (198 participants); asset peers above are excluded.
- Miss Porter's School 403(b) Retirement Plan (CT) 198 · 0 off
- Palmer Trinity School 403(b) DC Plan (FL) 198 · 0 off
- Retirement Plan of Bridges Healthcare, Inc. (CT) 198 · 0 off
- Cheekwood 403(b) Plan (TN) 198 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.