Defined Benefit (Pension) · DOL Form 5500 · 2024
Bronxcare Health System Pension Plan
Data updated 2026-08-25
- $311M
- Total assets Above avg plan size
- 589
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $528,355
- Avg per participant High balance/head
Official DOL plan name: The Pension Plan and Trust for the Employees of Bronxcare Health System · Sponsored by Bronxcare Health System · New York · Healthcare & Social Assistance
$311M in assets, 589 participants
Bronxcare Health System's The Pension Plan and Trust for the Employees of Bronxcare Health System reported $311M in total assets and 589 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,262 in Healthcare & Social Assistance (16,916 peers)
Where The Pension Plan and Trust for the Employees of Bronxcare Health System sits by assets
The Pension Plan and Trust for the Employees of Bronxcare Health System sits in the top 5% of all filed plans by assets, $311M for 589 participants (~$528,355/participant), up 12.6% in 2024.
- #16,262
- in Healthcare & Social Assistance (16,916 peers)
- +12.6%
- assets growth YoY
- 3.1×
- vs typical plan assets (national mean)
The Pension Plan and Trust for the Employees of Bronxcare Health System's outsized position by total assets
The Pension Plan and Trust for the Employees of Bronxcare Health System vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$311,201,080 Top 4% higher than 96% 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
The Pension Plan and Trust for the Employees of Bronxcare Health System 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. The Pension Plan and Trust for the Employees of Bronxcare Health System sits mid-pack in the medium band (589 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Pension Plan and Trust for the Employees of Bronxcare Health System reported net income fell from $40M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- The Pension Plan and Trust for the Employees of Bronxcare Health System end-of-year assets rose from $276M in the plan year 2023 filing to $311M in the plan year 2024 filing.
- The Pension Plan and Trust for the Employees of Bronxcare Health System reported participants rose from 571 in the plan year 2023 filing to 589 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 131974191 · Bronxcare Health System PY 2024 · Defined Benefit (Pension)
The Pension Plan and Trust for the Employees of Bronxcare Health System · $311M · 589 · 96th
- TYPE $311M
- TYPE 589
- TYPE 96th
- TYPE Defined Benefit (Pension)
- TYPE near Caleres, Inc. Retirement Plan
- TYPE ind #16262
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 →
The Pension Plan and Trust for the Employees of Bronxcare Health System in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $276M |
|---|---|
| Net Assets (End of Year) | $311M |
| Net Income | $35M |
| Employer EIN | 131974191 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bronxcare Health System)
Sponsor-wide plan assets over time
All Bronxcare Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $449M 20.255172252758317% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,537 | $374M |
| 2023 | 3 | 1,464 | $427M |
| 2024 | 3 | 1,471 | $449M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
The Pension Plan and Trust for the Employees of Bronxcare Health System's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Caleres, Inc. Retirement Plan in MO ($312M); by covered participants it is Sappi North America, Inc. Retirement Plan for Hourly Employees in MA (589 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($311M here).
- Caleres, Inc. Retirement Plan (MO) $312M · 3,154
- Belk Pension Plan (NC) $310M · 724
- Bna Employees Retirement Plan (VA) $313M · 145
- Pennsylvania State Education Association Pension Plan (PA) $310M · 257
Similar participant headcount
Nearest other-state filings by covered participants (589 participants); asset peers above are excluded.
- Sappi North America, Inc. Retirement Plan for Hourly Employees (MA) 589 · 0 off
- Covestro LLC Pension Plan (PA) 588 · 1 off
- Kao America Inc. Pension Plan (OH) 591 · 2 off
- Teamsters Local Union No. 115 Pension Plan (PA) 591 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.