Other · DOL Form 5500 · 2022

Rochester Joint Board Retail Retirement Fund Retirement Plan

Data updated 2026-08-25

$32K
Total assets Small plan by assets
N/A
Participants Small participant base
3rd
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rochester Joint Board Retail Retirement Fund · Sponsored by Rochester Joint Board Retail Retirement Fund · New York · Wholesale Trade

$32K in assets, N/A participants

Rochester Joint Board Retail Retirement Fund's Rochester Joint Board Retail Retirement Fund reported $32K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.

  • #73 in Wholesale Trade (6,843 peers)

What the 2022 filing shows

Rochester Joint Board Retail Retirement Fund holds $32K for N/A participants, among the smaller plans by assets on file.

#73
in Wholesale Trade (6,843 peers)
+0.0%
assets growth YoY

Rochester Joint Board Retail Retirement Fund among the smaller filed plans by assets

Rochester Joint Board Retail Retirement Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$31,905 3rd percentile higher than 3% of 139,123 filed plans

This plan $0 $2,050,000,000 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 2022

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

DOL schedule card

Filing strip 166044070 · Rochester Joint Board Retail Retirement Fund PY 2022 · Other

Rochester Joint Board Retail Retirement Fund · $32K · N/A · 3rd

  • EBSA $32K
  • PART N/A
  • TYPE 3rd
  • NET Other
  • BOOK near Blazesports America Tax Deferred Annuity
  • VS-ST ind #73

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 Wholesale Trade retirement plans → · Plans in New York →

Rochester Joint Board Retail Retirement Fund in the asset neighbourhood

Sesdac Inc Retirement Plan$36KRochester Joint Board Retail Retirement FundRochester Joint Board Retail…$32KBlazesports America Tax Deferred AnnuityBlazesports America Tax Defe…$31KXpress Recycling, Inc. Employee Benefit PlanXpress Recycling, Inc. Emplo…$35KLillian Raycroft Money Purchase PlanLillian Raycroft Money Purch…$29K
End-of-year total assets ($M) among Rochester Joint Board Retail Retirement Fund and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$32K
Net Assets (End of Year)$32K
Net Income$10
Employer EIN166044070
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rochester Joint Board Retail Retirement Fund)

Sponsor-wide plan assets over time

All Rochester Joint Board Retail Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$32K 0.6456668233819151% vs 2022
2024 filing year
$0.03M 202220232024 $0.03M $0.03M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 N/A $32K
2023 1 N/A $32K
2024 1 N/A $32K

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Rochester Joint Board Retail Retirement Fund vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Rochester Joint Board Retail Retirement Fund, Total assets ($B): 0.000031905 · Participants: 0Rochester Joint Board Retail Retirement FundNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Rochester Joint Board Retail Retirement Fund vs. nearby Other plans in New York, assets vs. participants

Rochester Joint Board Retail Retirement Fund's closest out-of-state Other peers by assets

Outside New York, the nearest Other by end-of-year assets is Blazesports America Tax Deferred Annuity in GA at $31K (this filing: $32K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32K here).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rochester Joint Board Retail Retirement Fund assets move in 2022?
Rochester Joint Board Retail Retirement Fund held essentially flat - up 0.0% during 2022, from $32K to $32K. Reported net income was $10.
How have Rochester Joint Board Retail Retirement Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Rochester Joint Board Retail Retirement Fund's sponsor-wide assets declined 0.6%, from $32K to $32K.
Where does Rochester Joint Board Retail Retirement Fund rank by assets among Form 5500 filers?
Rochester Joint Board Retail Retirement Fund ranks in the 3rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Rochester Joint Board Retail Retirement Fund?
Among Other plans in other states, the closest by assets is Blazesports America Tax Deferred Annuity in GA ($31K, 2 participants).