Other · DOL Form 5500 · 2023
Bon Secours Charity Health System, Inc Retirement Plan
Data updated 2026-08-25
- $292M
- Total assets Near avg plan size
- 3,400
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $86,017
- Avg per participant Below avg balance/head
Official DOL plan name: Bon Secours Charity Health System Tax Sheltered Annuity Plan · Sponsored by Bon Secours Charity Health System, Inc · New York · Healthcare & Social Assistance
$292M in assets, 3,400 participants
Bon Secours Charity Health System, Inc's Bon Secours Charity Health System Tax Sheltered Annuity Plan reported $292M in total assets and 3,400 participants in its 2023 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.
- #17,057 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Bon Secours Charity Health System Tax Sheltered Annuity Plan covers 3,400 participants in New York, 4.3x the typical New York plan (state average ~798 per filing). Assets: $292M.
- #17,057
- in Healthcare & Social Assistance (17,684 peers)
- +16.2%
- assets growth YoY
- 2.9×
- vs typical plan assets (national mean)
Bon Secours Charity Health System Tax Sheltered Annuity Plan's outsized position by total assets
Bon Secours Charity Health System Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$292,459,242 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bon Secours Charity Health System Tax Sheltered Annuity Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bon Secours Charity Health System Tax Sheltered Annuity Plan lands in the large band (3,400 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bon Secours Charity Health System Tax Sheltered Annuity Plan reported net income rose from -$51M in the plan year 2022 filing to $41M in the plan year 2023 filing.
- Bon Secours Charity Health System Tax Sheltered Annuity Plan end-of-year assets rose from $252M in the plan year 2022 filing to $292M in the plan year 2023 filing.
- Bon Secours Charity Health System Tax Sheltered Annuity Plan reported participants rose from 2,966 in the plan year 2022 filing to 3,400 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 912135195 · Bon Secours Charity Health System, Inc PY 2023 · Other
Bon Secours Charity Health System Tax Sheltered Annuity Plan · $292M · 3,400 · 96th
- VS-ST $292M
- BOY 3,400
- SCH 96th
- EBSA Other
- PART near University of New Haven Retirement and 403(b) Savings Plan
- TYPE ind #17057
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 →
Bon Secours Charity Health System Tax Sheltered Annuity Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $252M |
|---|---|
| Net Assets (End of Year) | $292M |
| Net Income | $41M |
| Employer EIN | 912135195 |
| Plan Effective Date | 2015-05-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bon Secours Charity Health System, Inc)
Sponsor-wide plan assets over time
All Bon Secours Charity Health System, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $324M 28.59063941302277% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,966 | $252M |
| 2023 | 1 | 3,400 | $292M |
| 2024 | 1 | 4,070 | $324M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Bon Secours Charity Health System Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is University of New Haven Retirement and 403(b) Savings Plan in CT ($293M); by covered participants it is Children's Hospital & Medical Center 403(b) Plan in NE (3,405 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($292M here).
- University of New Haven Retirement and 403(b) Savings Plan (CT) $293M · 899
- Gbmc, Inc. Voluntary 403(b) Plan (MD) $292M · 4,231
- Maryland Electrical Industry Severance & Annuity F (WV) $292M · 2,645
- Occidental College 403(b) Retirement Plan (CA) $291M · 1,093
Similar participant headcount
Nearest other-state filings by covered participants (3,400 participants); asset peers above are excluded.
- Children's Hospital & Medical Center 403(b) Plan (NE) 3,405 · 5 off
- Reid Hospital & Health Care Services 403(b) Defined Contribution Plan (IN) 3,406 · 6 off
- Overlake Hospital Medical Center 403(b)Retirement Plan (WA) 3,392 · 8 off
- Peckham, Inc. 403(b) Tda Plan (MI) 3,388 · 12 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.