Profit Sharing · DOL Form 5500 · 2022
Rochester Philharmonic Orchestra, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 161
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $44,414
- Avg per participant Low balance/head
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.
- #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.
- #2,243
- in Arts, Entertainment & Recreation (3,077 peers)
- -17.6%
- 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.
Rochester Philharmonic Orchestra, Inc. Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Rochester Philharmonic Orchestra, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,150,652 Top 42% higher than 58% 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
Rochester Philharmonic Orchestra, Inc. Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rochester Philharmonic Orchestra, Inc. Retirement Plan sits mid-pack in the medium band (161 participants).
Plan-year Form 5500 strip
Filing strip 160765613 · Rochester Philharmonic Orchestra, Inc. PY 2022 · Profit Sharing
Rochester Philharmonic Orchestra, Inc. Retirement Plan · $7M · 161 · 58th
- SCH $7M
- EBSA 161
- PART 58th
- TYPE Profit Sharing
- NET near Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan
- BOOK ind #2243
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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →
Rochester Philharmonic Orchestra, Inc. Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 160765613 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rochester Philharmonic Orchestra, Inc.)
Sponsor-wide plan assets over time
All Rochester Philharmonic Orchestra, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 40.463722748638865% vs 2022
- 2024 filing year
| 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.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Rochester Philharmonic Orchestra, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan in PR ($7M); by covered participants it is Upi Defined Contribution Pension Plan for Non-Union Salaried Employees in CA (161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.
- Upi Defined Contribution Pension Plan for Non-Union Salaried Employees (CA) 161 · 0 off
- Campofresco Corp. Retirement Plan (PR) 161 · 0 off
- Nogales Produce, Inc. Profit Sharing Plan (TX) 161 · 0 off
- Edwards Center, Inc.403(b) Plan (OR) 161 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.