Plan Ledger DOL Form 5500 · updated monthly

Bronxcare Health System403(b)

BRONXCARE HEALTH SYSTEM RETIREMENT PLAN · BRONX, NY · plan year 2024

Reported admin expense ratio · 2024
0.22%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Bronxcare Health System reported $278,541 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $9,194 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.25% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 631st-largest of 5,648 plans among New York employers on file, and the 848th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$135,653,538
Participants with balances1,575
Active participants855
Employer contributions$7,861,018
Employee contributions—
Employer contribution per active participant$9,194
Average account balance$86,129
Benefits paid to participants$8,414,273
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$135.7M · 1,575 accts · $7.9M emplr
2023$123.0M · 1,558 accts · $7.5M emplr
2022$105.8M · 1,575 accts · $7.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$278,541
Total administrative$278,541
Employer contributions to the Bronxcare Health System plan · 2024
Employer contribution per active participant$9,194
Median for plans this size$3,635
2024$9,194 per active participant
2023$8,770 per active participant
2022$8,282 per active participant

Bronxcare Health System's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
VALIC RETIREMENT SERVICE CO · Custodial (securities) · Investment advisory (participants)$278,541

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$278,541 · 0.22%
2023$276,966 · 0.24%
2022$286,232 · 0.25%
Same employer
Similar plansHealth Care & Social Assistance · New York
St. Barnabas Hospital NY$149.6M · 0.12%
Medisys Venture, Inc. NY$147.3M · 0.24%
The Fedcap Group, Inc. NY$140.1M · 0.03%
Crouse Hospital NY$125.7M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 131974191 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.