Profit Sharing · DOL Form 5500 · 2022

Rochester Regional Health Profit Sharing Plan

Data updated 2026-08-11

$715M
Total assets
15,215
Participants
98th
Percentile by assets
$46,961
Avg per participant
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Official DOL plan name: Rochester Regional Health 403(b) Defined Contribution Plan · Sponsored by Rochester Regional Health · New York · Healthcare & Social Assistance

$715M in assets, 15,215 participants

Rochester Regional Health's Rochester Regional Health 403(b) Defined Contribution Plan reported $715M in total assets and 15,215 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 139,126 plans)
  • #19,801 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Rochester Regional Health 403(b) Defined Contribution Plan covers 15,215 participants in New York, 19x the typical New York plan (state average ~798 per filing). Assets: $715M.

$715M
total plan assets (2022 EOY)
15,215
covered participants
98th
percentile by assets (of 139,126 plans)
$46,961
avg assets per participant

The plan reported a net loss of $110M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Rochester Regional Health 403(b) Defined Contribution Plan reports 15,215 participants - 19x that state average ($715M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$825M
Net Assets (End of Year)$715M
Net Income-$110M
Employer EIN471234999
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rochester Regional Health)

$0.7B$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.78B $1.08B ▲ +38.5%
Total plan assets by year, all Rochester Regional Health plans on file
Year Plans Participants Total Assets
2022 2 17,055 $778M
2023 2 17,366 $940M
2024 2 17,378 $1.1B

Nearby Profit Sharing Plans in New York

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

Rochester Regional Health 403(b) Defined Contribution Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Rochester Regional Health 403(b) Defined Contribution Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 0.511.522.5 Total assets ($B) Participants Rochester Regional H…Annuity Plan of the …Annuity Fund Iuoe Lo…Annuity Fd of the Iu…The Research Foundat…Mason Tenders Distri…
Rochester Regional Health 403(b) Defined Contribution Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Scale composition for Rochester Regional Health 403(b) Defined Contribution Plan

Rochester Regional Health 403(b) Defined Contribution Plan reports $715M in end-of-year assets across 15,215 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $46,961 per participant (34% of the national average assets-per-participant) . Net income for plan year 2022 was -$110M.

This plan identity (EIN 471234999, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $715M to $987M (+38.1%) while covered participants moved from 15,215 to 15,432 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 15,215 $715M This page
2023 15,433 $861M Open filing
2024 · index core 15,432 $987M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Rochester Regional Health 403(b) Defined Contribution Plan by total assets, not by location.

Frequently Asked Questions

How did Rochester Regional Health 403(b) Defined Contribution Plan assets move in 2022?
Rochester Regional Health 403(b) Defined Contribution Plan pulled back noticeably - down 13.4% during 2022, from $825M to $715M. Reported net income was -$110M.
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 403(b) Defined Contribution Plan rank by assets among Form 5500 filers?
Rochester Regional Health 403(b) Defined Contribution Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Rochester Regional Health 403(b) Defined Contribution Plan?
Among Profit Sharing plans in other states, the closest by assets is The Emory Clinic, Inc. Retirement Savings Plan in GA ($700M, 2,621 participants).

Next read for Rochester Regional Health 403(b) Defined…

Filing takeaways

Ways to act on Rochester Regional Health 403(b) Defined Contribution Plan's numbers.