401(k) · DOL Form 5500 · 2022
United Way of Greater Rochester and the Finger Lakes 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 78
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $141,583
- Avg per participant Near avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of the United Way of Greater Rochester and the Finger Lakes, Inc. · Sponsored by United Way of Greater Rochester and the Finger Lakes · New York · Healthcare & Social Assistance
$11M in assets, 78 participants
United Way of Greater Rochester and the Finger Lakes's 403(b) Thrift Plan for Employees of the United Way of Greater Rochester and the Finger Lakes, Inc. reported $11M in total assets and 78 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #14,456 in Healthcare & Social Assistance (20,060 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 403(b) Thrift Plan for Employees of the United Way of Greater Rochester and the Finger Lakes, Inc. at $11M / 78 participants.
- #14,456
- in Healthcare & Social Assistance (20,060 peers)
- -17.7%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan for Employees of the United Way of Greater Rochester and the Finger Lakes, Inc.'s outsized position by total assets
403(b) Thrift Plan for Employees of the United Way of Greater Rochester and the Finger Lakes, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,043,452 Top 33% higher than 67% 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
403(b) Thrift Plan for Employees of the United Way of Greater Rochester and the Finger Lakes, Inc. among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of the United Way of Greater Rochester and the Finger Lakes, Inc. is a small filing (78 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 161015782 · United Way of Greater Rochester and the Finger Lakes PY 2022 · 401(k)
403(b) Thrift Plan for Employees of the United Way of Greater Rochester and the Finger Lakes, Inc. · $11M · 78 · 67th
- NET $11M
- NET 78
- NET 67th
- NET 401(k)
- NET near Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru
- NET ind #14456
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 →
403(b) Thrift Plan for Employees of the United Way of Greater Rochester and the Finger Lakes, Inc. in the asset neighbourhood
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
| 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) | $11M |
| Net Income | -$2M |
| Employer EIN | 161015782 |
| Plan Effective Date | 1980-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
403(b) Thrift Plan for Employees of the United Way of Greater Rochester and the Finger Lakes, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru in MD ($11M); by covered participants it is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (78 participants); asset peers above are excluded.
- Truitt Oilfield Maintenance Corp. 401(k) Plan (CA) 78 · 0 off
- Family Dental Care Inc 401(k) Profit Sharing Plan & Trust (OR) 78 · 0 off
- Beckers 401(k) Plan (MN) 78 · 0 off
- Lawn Doctor, Inc. Employee Savings Plan (NJ) 78 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.