401(k) · DOL Form 5500 · 2022

Rochester Equity Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
63
Participants Small participant base
51st
Percentile by assets National rank
$82,833
Avg per participant Below avg balance/head
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Official DOL plan name: Rochester Equity Partners 401(k) Profit Sharing Plan · Sponsored by Rochester Equity Partners, Inc. · New York · Real Estate

$5M in assets, 63 participants

Rochester Equity Partners, Inc.'s Rochester Equity Partners 401(k) Profit Sharing Plan reported $5M in total assets and 63 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,507 in Real Estate (5,057 peers)

Rochester Equity Partners, Inc. multi-year trail

Rochester Equity Partners, Inc.'s plans moved +31.0% in assets from 2022 to 2024; this filing shows Rochester Equity Partners 401(k) Profit Sharing Plan at $5M / 63 participants.

#3,507
in Real Estate (5,057 peers)
-14.0%
assets change YoY

The plan reported a net loss of $848K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rochester Equity Partners 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Rochester Equity Partners 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,218,472 Top 49% higher than 51% 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

Rochester Equity Partners 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rochester Equity Partners 401(k) Profit Sharing Plan is a small filing (63 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 203683543 · Rochester Equity Partners, Inc. PY 2022 · 401(k)

Rochester Equity Partners 401(k) Profit Sharing Plan · $5M · 63 · 51st

  • 5500 $5M
  • 5500 63
  • 5500 51st
  • 5500 401(k)
  • 5500 near California Payroll Group 401(k) Plan
  • 5500 ind #3507

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 Real Estate retirement plans → · Plans in New York →

Rochester Equity Partners 401(k) Profit Sharing Plan in the asset neighbourhood

Rochester Equity Partners 401(k) Profit Sharing PlanRochester Equity Partners 40…$5MCalifornia Payroll Group 401(k) PlanCalifornia Payroll Group 401…$5MSp of Sc Retirement Incentive PlanSp of Sc Retirement Incentiv…$5MMaynard Employees Retirement TrustMaynard Employees Retirement…$5MFirst Harvest Federal Credit Union 401(k) Plan and TrustFirst Harvest Federal Credit…$5M
End-of-year total assets ($M) among Rochester Equity Partners 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rochester Equity Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rochester Equity Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 30.965501012556935% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.22M $6.83M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 63 $5M
2023 1 59 $6M
2024 1 59 $7M

Rochester Equity Partners, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$848K
Employer EIN203683543
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rochester Equity Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Rochester Equity Partners 401(k) Profit Sharing Plan, Total assets ($B): 0.005218472 · Participants: 63Rochester Equity Partners 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Rochester Equity Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rochester Equity Partners 401(k) Profit Sharing Plan side-by-side with 3 peers →

Rochester Equity Partners 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is California Payroll Group 401(k) Plan in CA ($5M); by covered participants it is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants). Same-state nearby plans are listed separately above.

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 Equity Partners 401(k) Profit Sharing Plan assets move in 2022? ▼
Rochester Equity Partners 401(k) Profit Sharing Plan pulled back noticeably - down 14.0% during 2022, from $6M to $5M. Reported net income was -$848K.
How have Rochester Equity Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rochester Equity Partners, Inc.'s sponsor-wide assets grew 31.0%, from $5M to $7M.
Which 401(k) plans are similar in size to Rochester Equity Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is California Payroll Group 401(k) Plan in CA ($5M, 221 participants).
Which 401(k) plans cover a similar participant headcount to Rochester Equity Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203683543.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.