Other · DOL Form 5500 · 2024
Bon Secours Charity Health System, Inc Retirement Plan
Data updated 2026-08-25
- $324M
- Total assets Above avg plan size
- 4,070
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $79,498
- 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
$324M in assets, 4,070 participants
Bon Secours Charity Health System, Inc's Bon Secours Charity Health System Tax Sheltered Annuity Plan reported $324M in total assets and 4,070 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.
- #16,278 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Bon Secours Charity Health System Tax Sheltered Annuity Plan covers 4,070 participants in New York, 5.1x the typical New York plan (state average ~798 per filing). Assets: $324M.
- #16,278
- in Healthcare & Social Assistance (16,916 peers)
- +10.6%
- assets growth YoY
- 3.2×
- 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 2024 · DOL Form 5500
$323,555,715 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
Bon Secours Charity Health System Tax Sheltered Annuity Plan's large-plan peer group by participant headcount
Plan-year 2024 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 (4,070 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bon Secours Charity Health System Tax Sheltered Annuity Plan reported net income fell from $41M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Bon Secours Charity Health System Tax Sheltered Annuity Plan reported participants rose from 3,400 in the plan year 2023 filing to 4,070 in the plan year 2024 filing.
- Bon Secours Charity Health System Tax Sheltered Annuity Plan end-of-year assets rose from $292M in the plan year 2023 filing to $324M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 912135195 · Bon Secours Charity Health System, Inc PY 2024 · Other
Bon Secours Charity Health System Tax Sheltered Annuity Plan · $324M · 4,070 · 96th
- VS-ST $324M
- VS-ST 4,070
- VS-ST 96th
- VS-ST Other
- VS-ST near Kenyon College Defined Contribution and Tax Deferred Annuity Retirement Plan
- VS-ST ind #16278
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) | $292M |
|---|---|
| Net Assets (End of Year) | $324M |
| Net Income | $31M |
| 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 $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
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 Kenyon College Defined Contribution and Tax Deferred Annuity Retirement Plan in OH ($323M); by covered participants it is Lexington Health Inc. 403(b) Retirement Plan in SC (4,065 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($324M here).
Similar participant headcount
Nearest other-state filings by covered participants (4,070 participants); asset peers above are excluded.
- Lexington Health Inc. 403(b) Retirement Plan (SC) 4,065 · 5 off
- Pomona Valley Hospital Medical Center Retirement Savings Plan (CA) 4,023 · 47 off
- Penn Highlands Healthcare 403(b) Plan (PA) 4,131 · 61 off
- Med Center Health 403(b) Plan (KY) 3,995 · 75 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.