401(k) · DOL Form 5500 · 2022

Rochester Regional Health 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
1,840
Participants Near avg headcount
90th
Percentile by assets National rank
$34,455
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rochester Regional Health 401(k) Defined Contribution Plan · Sponsored by Rochester Regional Health · New York · Healthcare & Social Assistance

$63M in assets, 1,840 participants

Rochester Regional Health's Rochester Regional Health 401(k) Defined Contribution Plan reported $63M in total assets and 1,840 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,324 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Rochester Regional Health 401(k) Defined Contribution Plan covers 1,840 participants in New York, 2.3x the typical New York plan (state average ~798 per filing). Assets: $63M.

#18,324
in Healthcare & Social Assistance (20,060 peers)
-10.2%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rochester Regional Health 401(k) Defined Contribution Plan's outsized position by total assets

Rochester Regional Health 401(k) Defined Contribution Plan vs every filed plan by assets

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

$63,396,601 Top 10% higher than 90% 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 Regional Health 401(k) Defined Contribution Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rochester Regional Health 401(k) Defined Contribution Plan lands in the large band (1,840 participants).

DOL schedule card

Filing strip 471234999 · Rochester Regional Health PY 2022 · 401(k)

Rochester Regional Health 401(k) Defined Contribution Plan · $63M · 1,840 · 90th

  • EIN $63M
  • RANK 1,840
  • PHOTO 90th
  • IND 401(k)
  • EOY near Aluminum Precision Products, Inc. Employee Savings and Profit Sharing Plan
  • 5500 ind #18324

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Rochester Regional Health 401(k) Defined Contribution Plan in the asset neighbourhood

Hopkins & Carley 401(k)Plan$63MHuitt-Zollars, Inc. Employee Retirement Plan & TrustHuitt-Zollars, Inc. Employee…$63MRochester Regional Health 401(k) Defined Contribution PlanRochester Regional Health 40…$63MAluminum Precision Products, Inc. Employee Savings and Profit Sharing PlanAluminum Precision Products,…$63MData Analysis, Inc. Investment Plan and TrustData Analysis, Inc. Investme…$63M
End-of-year total assets ($M) among Rochester Regional Health 401(k) Defined Contribution Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$63M
Net Income-$7M
Employer EIN471234999
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rochester Regional Health)

Sponsor-wide plan assets over time

All Rochester Regional Health plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 38.773500194118945% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.78B $1.08B ▲ +38.5%
Year Plans Participants Total Assets
2022 2 17,055 $778M
2023 2 17,366 $940M
2024 2 17,378 $1.1B

Nearby 401(k) Plans in New York

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

Rochester Regional Health 401(k) Defined Contribution Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Rochester Regional Health 401(k) Defined Contribution Plan, Total assets ($B): 0.063396601 · Participants: 1840Rochester Regional Health 401(k) Defined Contribution 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 Regional Health 401(k) Defined Contribution Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rochester Regional Health 401(k) Defined Contribution Plan side-by-side with 3 peers →

Rochester Regional Health 401(k) Defined Contribution Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Aluminum Precision Products, Inc. Employee Savings and Profit Sharing Plan in CA ($63M); by covered participants it is U.a. Locals No. 375 and 367 Supplemental Trust in WA (1,840 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,840 participants); asset peers above are excluded.

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 Regional Health 401(k) Defined Contribution Plan assets move in 2022? ▼
Rochester Regional Health 401(k) Defined Contribution Plan pulled back noticeably - down 10.2% during 2022, from $71M to $63M. Reported net income was -$7M.
How have Rochester Regional Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rochester Regional Health's sponsor-wide assets grew 38.8%, from $778M to $1.1B.
Where does Rochester Regional Health 401(k) Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Rochester Regional Health 401(k) Defined Contribution Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Rochester Regional Health 401(k) Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aluminum Precision Products, Inc. Employee Savings and Profit Sharing Plan in CA ($63M, 674 participants).
Which 401(k) plans cover a similar participant headcount to Rochester Regional Health 401(k) Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is U.a. Locals No. 375 and 367 Supplemental Trust in WA (1,840 participants, $80M 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 471234999.

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.