Other · DOL Form 5500 · 2024

The Bronx Defenders Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
467
Participants Below avg headcount
75th
Percentile by assets National rank
$54,774
Avg per participant Low balance/head
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Official DOL plan name: The Bronx Defenders 403(b) Plan · Sponsored by The Bronx Defenders · New York · Other Services

$26M in assets, 467 participants

The Bronx Defenders's The Bronx Defenders 403(b) Plan reported $26M in total assets and 467 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,693 in Other Services (7,719 peers)

Where The Bronx Defenders 403(b) Plan sits by assets

The Bronx Defenders 403(b) Plan sits in the top quartile of all filed plans by assets, $26M for 467 participants (~$54,774/participant), up 18.2% in 2024.

#6,693
in Other Services (7,719 peers)
+18.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Bronx Defenders 403(b) Plan's outsized position by total assets

The Bronx Defenders 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$25,579,549 Top 25% higher than 75% of 123,620 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 2024

The Bronx Defenders 403(b) 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. The Bronx Defenders 403(b) Plan sits mid-pack in the medium band (467 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Bronx Defenders 403(b) Plan reported participants rose from 395 in the plan year 2023 filing to 467 in the plan year 2024 filing.
  • The Bronx Defenders 403(b) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • The Bronx Defenders 403(b) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133931074 · The Bronx Defenders PY 2024 · Other

The Bronx Defenders 403(b) Plan · $26M · 467 · 75th

  • BOOK $26M
  • VS-ST 467
  • BOY 75th
  • SCH Other
  • EBSA near Brimmer and May School Retirement Plan
  • PART ind #6693

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 Other Services retirement plans → · Plans in New York →

The Bronx Defenders 403(b) Plan in the asset neighbourhood

Tanana Chiefs Conference 403b Retirement Savings PlanTanana Chiefs Conference 403…$26MTiaa-Cref Annuity Plan for the Faculty and the Administration of Athens AcademyTiaa-Cref Annuity Plan for t…$26MSma Healthcare, Inc. 403(b) PlanSma Healthcare, Inc. 403(b) …$26MThe Bronx Defenders 403(b) PlanThe Bronx Defenders 403(b) P…$26MBrimmer and May School Retirement PlanBrimmer and May School Retir…$26M
End-of-year total assets ($M) among The Bronx Defenders 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN133931074
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bronx Defenders)

Sponsor-wide plan assets over time

All The Bronx Defenders plans reported in each filing year

Latest sponsor-wide plan assets
$26M 51.86441794917083% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.8M $25.6M ▲ +51.9%
Year Plans Participants Total Assets
2022 1 379 $17M
2023 1 395 $22M
2024 1 467 $26M

Nearby Other Plans in New York

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

The Bronx Defenders 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Bronx Defenders 403(b) Plan, Total assets ($B): 0.025579549 · Participants: 467The Bronx Defenders 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
The Bronx Defenders 403(b) Plan vs. nearby Other plans in New York, assets vs. participants

The Bronx Defenders 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Brimmer and May School Retirement Plan in MA ($26M); by covered participants it is Chicago Horticultural Society 403(b) Retirement Plan in IL (467 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (467 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Bronx Defenders 403(b) Plan assets move in 2024?
The Bronx Defenders 403(b) Plan grew sharply - up 18.2% during 2024, from $22M to $26M. Reported net income was $4M.
How have The Bronx Defenders plan assets changed over time?
Across 3 plan years on file (2022-2024), The Bronx Defenders's sponsor-wide assets grew 51.9%, from $17M to $26M.
Where does The Bronx Defenders 403(b) Plan rank by assets among Form 5500 filers?
The Bronx Defenders 403(b) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Bronx Defenders 403(b) Plan?
Among Other plans in other states, the closest by assets is Brimmer and May School Retirement Plan in MA ($26M, 99 participants).
Which Other plans cover a similar participant headcount to The Bronx Defenders 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Chicago Horticultural Society 403(b) Retirement Plan in IL (467 participants, $57M in assets).