Other · DOL Form 5500 · 2024
Montefiore Medical Center Retirement Plan
Data updated 2026-07-24
- $4.3B
- Total assets
- 16,441
- Participants
- 100th
- Percentile by assets
- $263,450
- Avg per participant
Official DOL plan name: Montefiore Medical Center 403(b) Plan · Sponsored by Montefiore Medical Center · New York · Healthcare & Social Assistance
$4.3B in assets, 16,441 participants
Montefiore Medical Center's Montefiore Medical Center 403(b) Plan reported $4.3B in total assets and 16,441 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 116,472 plans)
Coverage in New York
Montefiore Medical Center 403(b) Plan covers 16,441 participants in New York, 21x the typical New York plan (state average ~795 per filing). Assets: $4.3B.
- $4.3B
- total plan assets (2024 EOY)
- 16,441
- covered participants
- 100th
- percentile by assets (of 116,472 plans)
- $263,450
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Montefiore Medical Center 403(b) Plan reported net income fell from $570M in the plan year 2023 filing to $475M in the plan year 2024 filing.
- Montefiore Medical Center 403(b) Plan end-of-year assets rose from $3.9B in the plan year 2023 filing to $4.3B in the plan year 2024 filing.
- Montefiore Medical Center 403(b) Plan reported participants fell from 16,736 in the plan year 2023 filing to 16,441 in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Montefiore Medical Center 403(b) Plan reports 16,441 participants - 21x that state average ($4.3B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $3.9B |
|---|---|
| Net Assets (End of Year) | $4.3B |
| Net Income | $475M |
| Employer EIN | 131740114 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montefiore Medical Center)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 17,680 | $3.3B |
| 2023 | 2 | 16,747 | $3.9B |
| 2024 | 1 | 16,441 | $4.3B |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
Montefiore Medical Center 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
- New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration $5.4B · 10,678
Similar-Sized Other Plans Nationally
Other plans in other states closest to Montefiore Medical Center 403(b) Plan by total assets, not by location.
- Harvard University Tax Deferred Annuity Plan (MA) $4.3B · 24,395
- Northwestern University Retirement Plan (IL) $4.4B · 9,328
- Vanderbilt University Medical Center Retirement Plan (TN) $4.7B · 31,810
- Upmc 403(b) Retirement Savings Plan (PA) $4.7B · 78,872
Frequently Asked Questions
How did Montefiore Medical Center 403(b) Plan assets move in 2024? ▼
How have Montefiore Medical Center plan assets changed over time? ▼
Where does Montefiore Medical Center 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Montefiore Medical Center 403(b) Plan? ▼
Next read for Montefiore Medical Center 403(b) Plan
Filing takeaways
Ways to act on Montefiore Medical Center 403(b) Plan's numbers.
- By total assets, Montefiore Medical Center 403(b) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Montefiore Medical Center's sponsor-wide assets have grown 31.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131740114.
Read our methodology - how this data is sourced, computed, and verified.