Other · DOL Form 5500 · 2024
Bronx Charter School for Excellence Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 362
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $34,997
- Avg per participant Low balance/head
Official DOL plan name: Bronx Charter School for Excellence 403(b) Deferred Compensation Plan · Sponsored by Bronx Charter School for Excellence · New York · Educational Services
$13M in assets, 362 participants
Bronx Charter School for Excellence's Bronx Charter School for Excellence 403(b) Deferred Compensation Plan reported $13M in total assets and 362 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #1,587 in Educational Services (3,638 peers)
Coverage in New York
Bronx Charter School for Excellence 403(b) Deferred Compensation Plan covers 362 participants in New York, about 45% of the average New York filer (state average ~798 per filing). Assets: $13M.
- #1,587
- in Educational Services (3,638 peers)
- +25.2%
- assets growth YoY
Bronx Charter School for Excellence 403(b) Deferred Compensation Plan's mid-pack asset rank among Educational Services and all filers
Bronx Charter School for Excellence 403(b) Deferred Compensation Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,668,888 Top 39% higher than 61% 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
Bronx Charter School for Excellence 403(b) Deferred Compensation Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bronx Charter School for Excellence 403(b) Deferred Compensation Plan sits mid-pack in the medium band (362 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bronx Charter School for Excellence 403(b) Deferred Compensation Plan end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Bronx Charter School for Excellence 403(b) Deferred Compensation Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Bronx Charter School for Excellence 403(b) Deferred Compensation Plan reported participants rose from 323 in the plan year 2023 filing to 362 in the plan year 2024 filing.
DOL schedule card
Filing strip 450507998 · Bronx Charter School for Excellence PY 2024 · Other
Bronx Charter School for Excellence 403(b) Deferred Compensation Plan · $13M · 362 · 61st
- EBSA $13M
- EBSA 362
- EBSA 61st
- EBSA Other
- EBSA near Bement School Defined Contribution 403(b) Plan
- EBSA ind #1587
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 Educational Services retirement plans → · Plans in New York →
Bronx Charter School for Excellence 403(b) Deferred Compensation Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $3M |
| Employer EIN | 450507998 |
| Plan Effective Date | 2004-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bronx Charter School for Excellence)
Sponsor-wide plan assets over time
All Bronx Charter School for Excellence plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 61.33289220768868% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 306 | $8M |
| 2023 | 1 | 323 | $10M |
| 2024 | 1 | 362 | $13M |
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
Bronx Charter School for Excellence 403(b) Deferred Compensation Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Bement School Defined Contribution 403(b) Plan in MA ($13M); by covered participants it is Jewish Community Centers of Greater Boston, Inc. 403(b) Retirement Plan in MA (362 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Bement School Defined Contribution 403(b) Plan (MA) $13M · 77
- Episcopal Community Services of San Francisco, Inc. Retirement Plan (CA) $13M · 398
- Manzano Day School Defined Contribution Plan (NM) $13M · 125
- 401(k) Profit Sharing Plan for Employees of Gulf Coast Pre-Stress Partners, Ltd. (MS) $13M · 316
Similar participant headcount
Nearest other-state filings by covered participants (362 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.