Defined Benefit (Pension) · DOL Form 5500 · 2022

Rochester Friendly Home Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
68
Participants Small participant base
64th
Percentile by assets National rank
$139,367
Avg per participant Near avg balance/head
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Official DOL plan name: Retirement Plan for Employees of the Rochester Friendly Home · Sponsored by Rochester Friendly Home · New York · Healthcare & Social Assistance

$9M in assets, 68 participants

Rochester Friendly Home's Retirement Plan for Employees of the Rochester Friendly Home reported $9M in total assets and 68 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,899 in Healthcare & Social Assistance (20,060 peers)

Rochester Friendly Home multi-year trail

Rochester Friendly Home's plans moved -34.1% in assets from 2022 to 2024; this filing shows Retirement Plan for Employees of the Rochester Friendly Home at $9M / 68 participants.

#13,899
in Healthcare & Social Assistance (20,060 peers)
-4.0%
assets change YoY

The plan reported a net loss of $392K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of the Rochester Friendly Home's mid-pack asset rank among Healthcare & Social Assistance and all filers

Retirement Plan for Employees of the Rochester Friendly Home vs every filed plan by assets

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

$9,476,966 Top 36% higher than 64% 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

Retirement Plan for Employees of the Rochester Friendly Home among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of the Rochester Friendly Home is a small filing (68 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 160743132 · Rochester Friendly Home PY 2022 · Defined Benefit (Pension)

Retirement Plan for Employees of the Rochester Friendly Home · $9M · 68 · 64th

  • EIN $9M
  • RANK 68
  • PHOTO 64th
  • IND Defined Benefit (Pension)
  • EOY near Senior Operations LLC Pension Plan for Hourly Employees at Burbank, Ca Represented by UAW Local 509
  • 5500 ind #13899

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 →

Retirement Plan for Employees of the Rochester Friendly Home in the asset neighbourhood

Senior Operations LLC Pension Plan for Hourly Employees at Burbank, Ca Represented by UAW Local 509Senior Operations LLC Pensio…$9MRetirement Plan for Employees of the Rochester Friendly HomeRetirement Plan for Employee…$9MF. Eugene Dixon, Jr. Pension PlanF. Eugene Dixon, Jr. Pension…$9MGeneral Wire Spring Company Pension Plan for Bargaining Unit EmployeesGeneral Wire Spring Company …$9MSpreckels Sugar Company California Union Employees Pension PlanSpreckels Sugar Company Cali…$9M
End-of-year total assets ($M) among Retirement Plan for Employees of the Rochester Friendly Home and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Rochester Friendly Home multi-year asset trail

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
$5M$10M$15M$20M 202220232024 $16.6M $11M ▼ -34.1%
Year Plans Participants Total Assets
2022 2 383 $17M
2023 2 425 $9M
2024 1 356 $11M

Rochester Friendly Home filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$392K
Employer EIN160743132
Plan Effective Date1972-10-01
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.

Retirement Plan for Employees of the Rochester Friendly Home vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Retirement Plan for Employees of the Rochester Friendly Home, Total assets ($B): 0.009476966 · Participants: 68Retirement Plan for Employees of the Rochester Friendly HomeIBM 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
Retirement Plan for Employees of the Rochester Friendly Home vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Retirement Plan for Employees of the Rochester Friendly Home side-by-side with 3 peers →

Retirement Plan for Employees of the Rochester Friendly Home's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Senior Operations LLC Pension Plan for Hourly Employees at Burbank, Ca Represented by UAW Local 509 in IL ($9M); by covered participants it is Monadnock Pension Plan in NH (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Retirement Plan for Employees of the Rochester Friendly Home assets move in 2022? ▼
Retirement Plan for Employees of the Rochester Friendly Home edged down modestly - down 4.0% during 2022, from $10M to $9M. Reported net income was -$392K.
How have Rochester Friendly Home plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rochester Friendly Home's sponsor-wide assets declined 34.1%, from $17M to $11M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of the Rochester Friendly Home? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Senior Operations LLC Pension Plan for Hourly Employees at Burbank, Ca Represented by UAW Local 509 in IL ($9M, 176 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of the Rochester Friendly Home? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Monadnock Pension Plan in NH (68 participants, $12M 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 160743132.

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.