Plan5500

Bronxville, NY Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bronxville, NY has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $187,327,119 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
6
Latest filing year
2023

What stands out in Bronxville

  • 8 loaded plans hold $187.3M in reported assets across 6 sponsors.
  • The largest, Sarah Lawrence College 403(B) Retirement Plan, holds 95% of reported Bronxville plan assets.
  • Plans cover 2,352 participants — about 294 per plan.
  • 88% of loaded plans report full Schedule H/I financial statements.
  • 38% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$187.3MSummed across loaded plans$187,327,119
Total reported assets$187.3M$187,327,119
Total reported participants2.4K2,352
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$187.3M total assets
Net assets$187.3MLiabilities$0
Contributions & income
Employer contributions$2.2M
Participant contributions$2M
Total income / additions$27.4M
Expenses & distributions
Benefits paid / distributions$10.7M
Total expenses$10.9M
Net increase / (decrease)$16.6M

Data coverage

Plans with financial statements7 / 8 (88%)
Plans with provider compensation3 / 8 (38%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bronxville, NY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Bronxville market comparison

Largest plan share of assets95%Sarah Lawrence College 403(B) Retirement Plan
Participants per plan294Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Bronxville

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sarah Lawrence College 403(B) Retirement Plan$178.6M
    Sarah Lawrence College · 2023
  2. 2
    Emeriti Retiree Health Plan For Sarah Lawrence College$3.8M
    Sarah Lawrence College · 2023
  3. 3
    Frank Graziano, Dds Profit Sharing Plan$2.5M
    Frank Graziano, Dds · 2023
  4. 4
    Bronxville Montessori School$1.1M
    Bronxville Montessori School · 2023
  5. 5
    Citadel Communications, LLC 401(K) Plan$1M
    Citadel Communications, LLC · 2023
  6. 6
    Bosworth, Gray & Fuller Profit Sharing Plan$366.9K
    Bosworth, Gray & Fuller · 2023
  7. 7
    Blairsden Holdings, Inc. 401k Profit Sharing Plan$13.4K
    Blairsden Holdings, Inc. · 2023
  8. 8
    Sarah Lawrence College Wrap Welfare Benefits Plannot reported in the loaded dataset
    Sarah Lawrence College · 2023

Largest plans in Bronxville → · Bronxville plans by participants → · Bronxville plans with financial data → · Bronxville plans with provider compensation → · $1B+ plans in Bronxville →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bronxville, NY?
8 plan(s) reported by 6 sponsor(s) are loaded for Bronxville, NY.

Related Form 5500 pages