Defined Benefit (Pension) · DOL Form 5500 · 2022
Pension Plan of United Way of Greater Rochester and the Finger Lakes
Data updated 2026-05-15
- $10M
- Total assets
- 16
- Participants
- 65th
- Percentile by assets
- $614,511
- Avg per participant
Sponsored by United Way of Greater Rochester and the Finger Lakes · New York · Other Services
What the 2022 filing shows
Pension Plan of United Way of Greater Rochester and the Finger Lakes holds $10M for 16 participants - about $614,511 per participant, above the median plan by assets, down 25.7% over the 2022 plan year.
- $10M
- total plan assets (2022 EOY)
- 16
- covered participants
- 65th
- percentile by assets (of 139,258 plans)
- $614,511
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Defined Benefit (Pension) · DOL Form 5500 · 2022
What the Filing Says About Pension Plan of United Way of Greater Rochester and the Finger Lakes
Pension Plan of United Way of Greater Rochester and the Finger Lakes is a Defined Benefit (Pension) retirement plan sponsored by United Way of Greater Rochester and the Finger Lakes, headquartered in New York. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 16 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 161015782, and the plan has been effective since 1975-04-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets declined sharply from $13M at the beginning of 2022 to $10M at year-end - down 25.7%. Net assets (after liabilities) closed the year at $10M, with reported net income of -$3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years United Way of Greater Rochester and the Finger Lakes has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $21M to $14M, a decline of 32.6%, while reported participants moved from 94 to 110 (+17.0%). The strongest year on file by total sponsor assets was 2022 at $21M; the softest was 2023 at $13M. Year-by-year, sponsor-wide filings show: 2022 - $21M in assets across 2 plans covering 94 participants; 2023 - $13M in assets across 1 plan covering 93 participants; 2024 - $14M in assets across 1 plan covering 110 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank Pension Plan of United Way of Greater Rochester and the Finger Lakes against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Total Assets (End of Year) | $10M |
| Net Assets (End of Year) | $10M |
| Net Income | -$3M |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 161015782 |
| Plan Effective Date | 1975-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Way of Greater Rochester and the Finger Lakes)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 94 | $21M |
| 2023 | 1 | 93 | $13M |
| 2024 | 1 | 110 | $14M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct $4.4B · 17,040
Frequently Asked Questions
How much money is in the Pension Plan of United Way of Greater Rochester and the Finger Lakes? ▼
What type of plan is Pension Plan of United Way of Greater Rochester and the Finger Lakes? ▼
Who sponsors the Pension Plan of United Way of Greater Rochester and the Finger Lakes? ▼
How did Pension Plan of United Way of Greater Rochester and the Finger Lakes perform in 2022? ▼
What this filing means
Ways to act on Pension Plan of United Way of Greater Rochester and the Finger Lakes's numbers.
- By total assets, Pension Plan of United Way of Greater Rochester and the Finger Lakes ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- United Way of Greater Rochester and the Finger Lakes's sponsor-wide assets have declined 32.6% since 2022 across 3 plan years on file. More Other Services plans
- A Defined Benefit (Pension) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 161015782.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.