Other · DOL Form 5500 · 2024

Bon Secours Charity Health System, Inc Retirement Plan

Data updated 2026-08-11

$324M
Total assets
4,070
Participants
96th
Percentile by assets
$79,498
Avg per participant
PlainRetire home → About this data

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.

  • 96th percentile by assets (of 123,622 plans)
  • #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.

$324M
total plan assets (2024 EOY)
4,070
covered participants
96th
percentile by assets (of 123,622 plans)
$79,498
avg assets per participant

Where Bon Secours Charity Health System Tax Sheltered Annuity Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
New York
Industry
Healthcare & Social Assistance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Bon Secours Charity Health System Tax Sheltered Annuity Plan reports 4,070 participants - 5.1x that state average ($324M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$292M
Net Assets (End of Year)$324M
Net Income$31M
Employer EIN912135195
Plan Effective Date2015-05-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Bon Secours Charity Health System, Inc)

$200M$250M$300M$350M 202220232024 $252M $324M ▲ +28.6%
Total plan assets by year, all Bon Secours Charity Health System, Inc plans on file
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.

Bon Secours Charity Health System Tax Sheltered Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 -5051015 Total assets ($B) Participants Bon Secours Charity …, Total assets ($B): 0.323555715 · Participants: 4070Bon Secours Charity …Northwell Health 403…, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medi…University of Roches…, Total assets ($B): 8.002376506 · Participants: 30335University of Roches…Memorial Sloan Kette…, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for …
Bon Secours Charity Health System Tax Sheltered Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Bon Secours Charity Health System Tax Sh… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Bon Secours Charity Health System Tax Sheltered Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Bon Secours Charity Health System Tax Sheltered Annuity Plan assets move in 2024? ▼
Bon Secours Charity Health System Tax Sheltered Annuity Plan grew at a solid clip - up 10.6% during 2024, from $292M to $324M. Reported net income was $31M.
How have Bon Secours Charity Health System, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bon Secours Charity Health System, Inc's sponsor-wide assets grew 28.6%, from $252M to $324M.
Where does Bon Secours Charity Health System Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Bon Secours Charity Health System Tax Sheltered Annuity Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Bon Secours Charity Health System Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Kenyon College Defined Contribution and Tax Deferred Annuity Retirement Plan in OH ($323M, 639 participants).

Next read for Bon Secours Charity Health System Tax Sh…

Filing takeaways

Ways to act on Bon Secours Charity Health System Tax Sheltered Annuity Plan's numbers.

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 912135195.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.