Profit Sharing · DOL Form 5500 · 2022

Rochester Philharmonic Orchestra, Inc. Profit Sharing Plan

Data updated 2026-08-11

$7M
Total assets
161
Participants
58th
Percentile by assets
$44,414
Avg per participant
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Official DOL plan name: Rochester Philharmonic Orchestra, Inc. Retirement Plan · Sponsored by Rochester Philharmonic Orchestra, Inc. · New York · Arts, Entertainment & Recreation

$7M in assets, 161 participants

Rochester Philharmonic Orchestra, Inc.'s Rochester Philharmonic Orchestra, Inc. Retirement Plan reported $7M in total assets and 161 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.

  • 58th percentile by assets (of 139,126 plans)
  • #2,243 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in New York

Rochester Philharmonic Orchestra, Inc. Retirement Plan covers 161 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $7M.

$7M
total plan assets (2022 EOY)
161
covered participants
58th
percentile by assets (of 139,126 plans)
$44,414
avg assets per participant

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.

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Rochester Philharmonic Orchestra, Inc. Retirement Plan reports 161 participants - about 20% of that state average ($7M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN160765613
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rochester Philharmonic Orchestra, Inc.)

$6M$7M$8M$9M$10M$11M 202220232024 $7.15M $10M ▲ +40.4%
Total plan assets by year, all Rochester Philharmonic Orchestra, Inc. plans on file
Year Plans Participants Total Assets
2022 1 161 $7M
2023 1 177 $9M
2024 1 220 $10M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Rochester Philharmonic Orchestra, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Rochester Philharmonic Orchestra, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Rochester Philharmon…Annuity Plan of the …Annuity Fund Iuoe Lo…Annuity Fd of the Iu…The Research Foundat…Mason Tenders Distri…
Rochester Philharmonic Orchestra, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Rochester Philharmonic Orchestra, Inc. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Rochester Philharmonic Orchestra, Inc. Retirement Plan assets move in 2022?
Rochester Philharmonic Orchestra, Inc. Retirement Plan declined sharply - down 17.6% during 2022, from $9M to $7M. Reported net income was -$2M.
How have Rochester Philharmonic Orchestra, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Rochester Philharmonic Orchestra, Inc.'s sponsor-wide assets grew 40.5%, from $7M to $10M.
Which Profit Sharing plans are similar in size to Rochester Philharmonic Orchestra, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan in PR ($7M, 427 participants).

Next read for Rochester Philharmonic Orchestra, Inc. R…

Filing takeaways

Ways to act on Rochester Philharmonic Orchestra, Inc. Retirement Plan's numbers.