Other · DOL Form 5500 · 2022
Rochester Friendly Home Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 315
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $22,735
- Avg per participant Low balance/head
Official DOL plan name: Rochester Friendly Home 403(b) Plan · Sponsored by Rochester Friendly Home · New York · Healthcare & Social Assistance
$7M in assets, 315 participants
Rochester Friendly Home's Rochester Friendly Home 403(b) Plan reported $7M in total assets and 315 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- #12,799 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
Rochester Friendly Home 403(b) Plan covers 315 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $7M.
- #12,799
- in Healthcare & Social Assistance (20,060 peers)
- +1.0%
- assets growth YoY
Rochester Friendly Home 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Rochester Friendly Home 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,161,653 Top 42% higher than 58% 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 Friendly Home 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. Rochester Friendly Home 403(b) Plan sits mid-pack in the medium band (315 participants).
Plan-year Form 5500 strip
Filing strip 160743132 · Rochester Friendly Home PY 2022 · Other
Rochester Friendly Home 403(b) Plan · $7M · 315 · 58th
- SCH $7M
- SCH 315
- SCH 58th
- SCH Other
- SCH near Eau Claire Cooperative Center 403(b) Retirement Plan and Trust
- SCH ind #12799
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 Friendly Home 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $68K |
| Employer EIN | 160743132 |
| 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
- $11M 34.12366735484477% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 383 | $17M |
| 2023 | 2 | 425 | $9M |
| 2024 | 1 | 356 | $11M |
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
Rochester Friendly Home 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Eau Claire Cooperative Center 403(b) Retirement Plan and Trust in SC ($7M); by covered participants it is Wellspring Child & Family Service 403(b) Retirement Plan in MI (315 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Eau Claire Cooperative Center 403(b) Retirement Plan and Trust (SC) $7M · 559
- Ability Kc 403(b) DC Plan (MO) $7M · 188
- 403(b) Thrift Plan of Aspiro, Inc. (WI) $7M · 123
- Oacac Matching Plan (MO) $7M · 469
Similar participant headcount
Nearest other-state filings by covered participants (315 participants); asset peers above are excluded.
- Wellspring Child & Family Service 403(b) Retirement Plan (MI) 315 · 0 off
- Peddie School 403(b) Tda & DC Plan (NJ) 315 · 0 off
- The Exploratorium Retirement Plan (CA) 315 · 0 off
- Brian's House 403(b) Plan (PA) 315 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.