Other · DOL Form 5500 · 2024
Montefiore Medical Center Retirement Plan
Data updated 2026-08-25
- $4.3B
- Total assets Very large vs avg
- 16,441
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $263,450
- Avg per participant High balance/head
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.
- #16,873 in Healthcare & Social Assistance (16,916 peers)
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 ~798 per filing). Assets: $4.3B.
- #16,873
- in Healthcare & Social Assistance (16,916 peers)
- +12.3%
- assets growth YoY
- 43×
- vs typical plan assets (national mean)
Montefiore Medical Center 403(b) Plan's outsized position by total assets
Montefiore Medical Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,331,386,819 Highest reported value at or above every one 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
Montefiore Medical Center 403(b) Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montefiore Medical Center 403(b) Plan is a mega filing (16,441 participants), the rightmost band on the breakdown.
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.
DOL schedule card
Filing strip 131740114 · Montefiore Medical Center PY 2024 · Other
Montefiore Medical Center 403(b) Plan · $4.3B · 16,441 · 100th
- IND $4.3B
- IND 16,441
- IND 100th
- IND Other
- IND near Harvard University Tax Deferred Annuity Plan
- IND ind #16873
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 →
Montefiore Medical Center 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Montefiore Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.3B 31.103543575876152% vs 2022
- 2024 filing year
| 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.
- 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
Scale composition for Montefiore Medical Center 403(b) Plan
Montefiore Medical Center 403(b) Plan reports $4.3B in end-of-year assets across 16,441 participants (0.035% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $263,450 per participant (1.9x the national average assets-per-participant) . Net income for plan year 2024 was $475M.
This plan identity (EIN 131740114, plan #008) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.3B to $4.3B (+31.8%) while covered participants moved from 17,563 to 16,441 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,563 | $3.3B | Open filing |
| 2023 | 16,736 | $3.9B | Open filing |
| 2024 · index core | 16,441 | $4.3B | This page |
Montefiore Medical Center 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Harvard University Tax Deferred Annuity Plan in MA ($4.3B); by covered participants it is Greater Pennsylvania Carpenters' Annuity and Savings Fund in PA (16,666 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.3B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (16,441 participants); asset peers above are excluded.
- Greater Pennsylvania Carpenters' Annuity and Savings Fund (PA) 16,666 · 225 off
- Parkview Health System, Inc. 403(b) Plan (IN) 16,191 · 250 off
- Consolidated 403(b) Plan of Hackensack Meridian Health (NJ) 16,823 · 382 off
- Multicare Health System 403(b) Employee Savings Plan (WA) 16,022 · 419 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.