401(k) · DOL Form 5500 · 2022

Country Club of Rochester 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
102
Participants Small participant base
51st
Percentile by assets National rank
$49,392
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Country Club of Rochester 401(k) Profit Sharing Plan and Trust · Sponsored by Country Club of Rochester · New York · Arts, Entertainment & Recreation

$5M in assets, 102 participants

Country Club of Rochester's Country Club of Rochester 401(k) Profit Sharing Plan and Trust reported $5M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #2,091 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in New York

Country Club of Rochester 401(k) Profit Sharing Plan and Trust covers 102 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $5M.

#2,091
in Arts, Entertainment & Recreation (3,077 peers)
-16.2%
assets change YoY

The plan reported a net loss of $973K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Country Club of Rochester 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Country Club of Rochester 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$5,038,002 Top 49% higher than 51% 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

Country Club of Rochester 401(k) Profit Sharing Plan and Trust 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. Country Club of Rochester 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (102 participants).

Form 5500 schedule snapshot

Filing strip 160394400 · Country Club of Rochester PY 2022 · 401(k)

Country Club of Rochester 401(k) Profit Sharing Plan and Trust · $5M · 102 · 51st

  • NET $5M
  • NET 102
  • NET 51st
  • NET 401(k)
  • NET near Ngk Metals Corporation Retirement Plan
  • NET ind #2091

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 →

Country Club of Rochester 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Country Club of Rochester 401(k) Profit Sharing Plan and TrustCountry Club of Rochester 40…$5MNgk Metals Corporation Retirement PlanNgk Metals Corporation Retir…$5MOne Source Equipment Rentals 401(k) Profit Sharing PlanOne Source Equipment Rentals…$5MOxler Family Dentistry, P.a. 401(k) Retirement PlanOxler Family Dentistry, P.a.…$5MMoss Management Services, Inc. 401(k) Salary Reduction PlanMoss Management Services, In…$5M
End-of-year total assets ($M) among Country Club of Rochester 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$973K
Employer EIN160394400
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Country Club of Rochester 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Country Club of Rochester 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.005038002 · Participants: 102Country Club of Rochester 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Country Club of Rochester 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Country Club of Rochester 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Country Club of Rochester 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ngk Metals Corporation Retirement Plan in TN ($5M); by covered participants it is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Country Club of Rochester 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Country Club of Rochester 401(k) Profit Sharing Plan and Trust declined sharply - down 16.2% during 2022, from $6M to $5M. Reported net income was -$973K.
Which 401(k) plans are similar in size to Country Club of Rochester 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ngk Metals Corporation Retirement Plan in TN ($5M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Country Club of Rochester 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants, N/A 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 160394400.

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.