Profit Sharing · DOL Form 5500 · 2022
Rochester Regional Health Profit Sharing Plan
Data updated 2026-08-25
- $715M
- Total assets Above avg plan size
- 15,215
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $46,961
- Avg per participant Low balance/head
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.
- #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.
- #19,801
- in Healthcare & Social Assistance (20,060 peers)
- -13.4%
- assets change YoY
- 7.2×
- vs typical plan assets (national mean)
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.
Rochester Regional Health 403(b) Defined Contribution Plan's outsized position by total assets
Rochester Regional Health 403(b) Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$714,513,037 Top 2% higher than 98% of 139,123 filed plans
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 403(b) Defined Contribution Plan's mega-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 403(b) Defined Contribution Plan is a mega filing (15,215 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 471234999 · Rochester Regional Health PY 2022 · Profit Sharing
Rochester Regional Health 403(b) Defined Contribution Plan · $715M · 15,215 · 98th
- EBSA $715M
- EBSA 15,215
- EBSA 98th
- EBSA Profit Sharing
- EBSA near The Emory Clinic, Inc. Retirement Savings Plan
- EBSA ind #19801
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 403(b) Defined Contribution Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $825M |
|---|---|
| Net Assets (End of Year) | $715M |
| Net Income | -$110M |
| Employer EIN | 471234999 |
| Plan Effective Date | 2017-07-01 |
| Filing Status | FILING 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
| 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.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
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:
- Rochester Regional Health 403(b) Defined Contribution Plan (Profit Sharing, $987M, 15,432 participants)
- Rochester Regional Health 401(k) Defined Contribution Plan (401(k), $93M, 1,946 participants)
Rochester Regional Health 403(b) Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is The Emory Clinic, Inc. Retirement Savings Plan in GA ($700M); by covered participants it is Midwest Operating Engineers Retirement Enhancement in IL (15,224 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($715M here).
- The Emory Clinic, Inc. Retirement Savings Plan (GA) $700M · 2,621
- Les Schwab Profit Sharing Retirement Plan (OR) $731M · 5,197
- I.a.M. National 401(k) Plan (DC) $696M · 31,325
- Maritime Association - I.L.a. Retirement Fund (TX) $743M · 3,941
Similar participant headcount
Nearest other-state filings by covered participants (15,215 participants); asset peers above are excluded.
- Midwest Operating Engineers Retirement Enhancement (IL) 15,224 · 9 off
- Henry Ford Health System Retirement Savings Plan (MI) 15,480 · 265 off
- St. Luke's Health System Performance Incentive and 401(a) Matching Plan (ID) 15,768 · 553 off
- University of Pennsylvania Basic Plan (PA) 14,515 · 700 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.