Other · DOL Form 5500 · 2022
Rochester Friendly Home Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 158
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $11,559
- Avg per participant Low balance/head
Official DOL plan name: Cloverwood Senior Living Inc. 403(b) Plan · Sponsored by Rochester Friendly Home · New York · Healthcare & Social Assistance
$2M in assets, 158 participants
Rochester Friendly Home's Cloverwood Senior Living Inc. 403(b) Plan reported $2M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- #6,578 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
Cloverwood Senior Living Inc. 403(b) Plan covers 158 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $2M.
- #6,578
- in Healthcare & Social Assistance (20,060 peers)
- +16.2%
- assets growth YoY
Cloverwood Senior Living Inc. 403(b) Plan among the smaller filed plans by assets
Cloverwood Senior Living Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,826,358 32nd percentile higher than 32% 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
Cloverwood Senior Living Inc. 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cloverwood Senior Living Inc. 403(b) Plan sits mid-pack in the medium band (158 participants).
Plan-year Form 5500 strip
Filing strip 161597251 · Rochester Friendly Home PY 2022 · Other
Cloverwood Senior Living Inc. 403(b) Plan · $2M · 158 · 32nd
- EIN $2M
- EIN 158
- EIN 32nd
- EIN Other
- EIN near 401(k) Profit Sharing Plan for Employees of Greater Opportunities of the Permian Basin, Inc.
- EIN ind #6578
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 →
Cloverwood Senior Living Inc. 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $254K |
| Employer EIN | 161597251 |
| Plan Effective Date | 2008-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rochester Friendly Home)
Sponsor-wide plan assets over time
All Rochester Friendly Home plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 46.60937231364278% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $2M |
| 2023 | 1 | 181 | $2M |
| 2024 | 1 | 192 | $3M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Cloverwood Senior Living Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is 401(k) Profit Sharing Plan for Employees of Greater Opportunities of the Permian Basin, Inc. in TX ($2M); by covered participants it is Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan in GA (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- 401(k) Profit Sharing Plan for Employees of Greater Opportunities of the Permian Basin, Inc. (TX) $2M · 166
- St. Martin's-in-the-Pines Tax Deferred Annuity Retirement Plan (AL) $2M · 312
- Conservation Legacy 403(b) Retirement Plan (CO) $2M · 226
- Goodwill Industries of Wayne and Holmes Counties, Inc. Retirement Plan (OH) $2M · 182
Similar participant headcount
Nearest other-state filings by covered participants (158 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.