Defined Benefit (Pension) · DOL Form 5500 · 2022

United Way of Greater Rochester and the Finger Lakes Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
16
Participants Small participant base
65th
Percentile by assets National rank
$614,511
Avg per participant High balance/head
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Official DOL plan name: Pension Plan of United Way of Greater Rochester and the Finger Lakes · Sponsored by United Way of Greater Rochester and the Finger Lakes · New York · Other Services

$10M in assets, 16 participants

United Way of Greater Rochester and the Finger Lakes's Pension Plan of United Way of Greater Rochester and the Finger Lakes reported $10M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,678 in Other Services (8,398 peers)

United Way of Greater Rochester and the Finger Lakes multi-year trail

United Way of Greater Rochester and the Finger Lakes's plans moved -32.6% in assets from 2022 to 2024; this filing shows Pension Plan of United Way of Greater Rochester and the Finger Lakes at $10M / 16 participants.

#6,678
in Other Services (8,398 peers)
-25.7%
assets change YoY

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.

Pension Plan of United Way of Greater Rochester and the Finger Lakes's mid-pack asset rank among Other Services and all filers

Pension Plan of United Way of Greater Rochester and the Finger Lakes vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$9,832,177 Top 35% higher than 65% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Pension Plan of United Way of Greater Rochester and the Finger Lakes among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of United Way of Greater Rochester and the Finger Lakes is a small filing (16 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 161015782 · United Way of Greater Rochester and the Finger Lakes PY 2022 · Defined Benefit (Pension)

Pension Plan of United Way of Greater Rochester and the Finger Lakes · $10M · 16 · 65th

  • IND $10M
  • EOY 16
  • 5500 65th
  • ASSETS Defined Benefit (Pension)
  • PCT near Hynes Industries, Inc. Pension Plan for the Employees at the Youngstown, Ohio Plant
  • EIN ind #6678

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 Other Services retirement plans → · Plans in New York →

Pension Plan of United Way of Greater Rochester and the Finger Lakes in the asset neighbourhood

Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement PlanWoltz & Wind Ford, Inc. and …$10MKey Safety Systems, Inc. Knoxville Pension PlanKey Safety Systems, Inc. Kno…$10MHynes Industries, Inc. Pension Plan for the Employees at the Youngstown, Ohio PlantHynes Industries, Inc. Pensi…$10MPension Plan of United Way of Greater Rochester and the Finger LakesPension Plan of United Way o…$10MCumberland Md Teamsters Const. Ind. & Misc. Pension FundCumberland Md Teamsters Cons…$10M
End-of-year total assets ($M) among Pension Plan of United Way of Greater Rochester and the Finger Lakes and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

United Way of Greater Rochester and the Finger Lakes multi-year asset trail

Sponsor-wide plan assets over time

All United Way of Greater Rochester and the Finger Lakes plans reported in each filing year

Latest sponsor-wide plan assets
$14M 32.59213890034164% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $20.9M $14.1M ▼ -32.6%
Year Plans Participants Total Assets
2022 2 94 $21M
2023 1 93 $13M
2024 1 110 $14M

United Way of Greater Rochester and the Finger Lakes filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$10M
Net Income-$3M
Employer EIN161015782
Plan Effective Date1975-04-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan of United Way of Greater Rochester and the Finger Lakes vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Pension Plan of United Way of Greater Rochester and the Finger Lakes, Total assets ($B): 0.009832177 · Participants: 16Pension Plan of United Way of Greater Rochester and the Finger LakesIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Pension Plan of United Way of Greater Rochester and the Finger Lakes vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension Plan of United Way of Greater Rochester and the Finger Lakes side-by-side with 3 peers →

Pension Plan of United Way of Greater Rochester and the Finger Lakes's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Hynes Industries, Inc. Pension Plan for the Employees at the Youngstown, Ohio Plant in OH ($10M); by covered participants it is I.a.T.S.E. Local 804 Wpvi-Tv Pension Plan in PA (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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.

Frequently Asked Questions

How did Pension Plan of United Way of Greater Rochester and the Finger Lakes assets move in 2022? ▼
Pension Plan of United Way of Greater Rochester and the Finger Lakes declined sharply - down 25.7% during 2022, from $13M to $10M. Reported net income was -$3M.
How have United Way of Greater Rochester and the Finger Lakes plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of Greater Rochester and the Finger Lakes's sponsor-wide assets declined 32.6%, from $21M to $14M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of United Way of Greater Rochester and the Finger Lakes? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hynes Industries, Inc. Pension Plan for the Employees at the Youngstown, Ohio Plant in OH ($10M, 29 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of United Way of Greater Rochester and the Finger Lakes? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is I.a.T.S.E. Local 804 Wpvi-Tv Pension Plan in PA (16 participants, $2M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.