Montefiore Medical Center pension plans

Montefiore Medical Center, Bronx, NY. EIN 13-1740114. Annual reports 2009–2024.

Montefiore Medical Center has 2 active retirement plans on file. The largest is the Montefiore Medical Center 403(b) Plan, with 25,425 participants and $4.3 billion in assets in 2024. Fidelity has been its recordkeeper since 2018.

Active plans: 2
Participants: 25,467
Plan assets: $4.3 billion
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Montefiore Medical Center 403(b) Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 008Employer EIN 13-1740114
Participants (2024): 25,425
Net assets (2024): $4.3 billion
Recordkeeper: FidelityEarlier: Principal (2009–2017)
Plan administrator: Montefiore Medical Center
111 E 210TH ST
Bronx, NY 10467
(914) 349-8531As filed for 2024
In effect since: January 1, 1975

Plans merged into this one: Montefiore Medical Center Tax Deferred Annuity Plan (2017).

Earlier plan names: Montefiore Medical Center Voluntary Tax Deferred Annuity Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	25,425	$4.3 billion	Fidelity
2023	25,528	$3.9 billion	Fidelity
2022	25,593	$3.3 billion	Fidelity
2021	25,903	$3.9 billion	Fidelity
2020	26,140	$3.5 billion	Fidelity
2019	28,595	$3.1 billion	Fidelity
2018	28,435	$2.6 billion	Fidelity
2017	30,447	$2.7 billion	Principal
2016	30,687	$1.6 billion	Principal
2015	29,830	$1.4 billion	Principal
2014	28,900	$1.4 billion	Principal
2013	27,460	$1.3 billion	Principal
2012	24,700	$1.1 billion	Principal
2011	22,629	$987 million	Principal
2010	22,020	$953 million	Principal
2009	21,294	$847 million	Principal

Montefiore Medical Center HSRP Retirement Plan

Pension (defined benefit)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 13-1740114
Participants (2024): 42
Net assets (2024): $5.0 million
Administered by: Principal2016–2023
Plan administrator: Montefiore Medical Center
555 S Broadway, Building a
Tarrytown, NY 10591
(212) 956-8340As filed for 2024
In effect since: January 1, 1970

Earlier plan names: Health Services Retirement Plan; Montefiore Medical Center Health Services Retirement Plan; Monterfiore Medical Center HRSP Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	42	$5.0 million	not listed
2023	42	$5.2 million	Principal
2022	351	$17.6 million	Principal
2021	353	$23.5 million	Principal
2020	353	$21.4 million	Principal
2019	374	$17.4 million	Principal
2018	617	$26.7 million	Principal
2017	631	$28.5 million	Principal
2016	635	$25.3 million	Principal
2015	642	$24.1 million	not listed
2014	646	$25.4 million	not listed
2013	646	$24.8 million	not listed
2012	653	$22.0 million	not listed
2011	661	$20.0 million	not listed
2010	664	$20.0 million	not listed
2009	663	$17.3 million	not listed

Montefiore Medical Center Tax Deferred Annuity Plan

403(b)Merged

Merged. In 2017 its assets moved to the Montefiore Medical Center Voluntary Tax Deferred Annuit Plan, sponsored by Montefiore Medical Center (EIN 13-1740114, plan 008). Accounts moved with them, so that plan is the one to contact.

Plan number: 007Employer EIN 13-1740114
Participants (2016): 8,971
Net assets (2016): $797 million
Recordkeeper: Principal2009–2017
Plan administrator: Montefiore Medical Center
111 E 210TH ST
Bronx, NY 10467
(914) 349-8531As filed for 2017
In effect since: January 1, 1975

Earlier plan names: Montefiore Medical Center Tax Defered Annuity Plan.

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	Principal
2016	8,971	$797 million	Principal
2015	8,810	$739 million	Principal
2014	8,277	$719 million	Principal
2013	7,465	$662 million	Principal
2012	7,823	$562 million	Principal
2011	7,035	$498 million	Principal
2010	6,839	$481 million	Principal
2009	6,886	$422 million	Principal

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Montefiore Medical Center 403(b) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((914) 349-8531). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.