Defined Benefit (Pension) · DOL Form 5500 · 2022
Rochester General Health System Pension Plan
Data updated 2026-08-25
- $557M
- Total assets Above avg plan size
- 7,714
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $72,185
- Avg per participant Below avg balance/head
Official DOL plan name: Rochester General Health System Employee Retirement Plan · Sponsored by Rochester General Health System · New York · Healthcare & Social Assistance
$557M in assets, 7,714 participants
Rochester General Health System's Rochester General Health System Employee Retirement Plan reported $557M in total assets and 7,714 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,709 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
Rochester General Health System Employee Retirement Plan covers 7,714 participants in New York, 9.7x the typical New York plan (state average ~798 per filing). Assets: $557M.
- #19,709
- in Healthcare & Social Assistance (20,060 peers)
- -32.6%
- assets change YoY
- 5.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $273M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rochester General Health System Employee Retirement Plan's outsized position by total assets
Rochester General Health System Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$556,838,427 Top 2% higher than 98% 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 General Health System Employee Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rochester General Health System Employee Retirement Plan lands in the large band (7,714 participants).
EBSA filing schedule strip
Filing strip 222551509 · Rochester General Health System PY 2022 · Defined Benefit (Pension)
Rochester General Health System Employee Retirement Plan · $557M · 7,714 · 98th
- PART $557M
- PART 7,714
- PART 98th
- PART Defined Benefit (Pension)
- PART near Invensys Pension Plan
- PART ind #19709
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 →
Rochester General Health System Employee Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $826M |
|---|---|
| Net Assets (End of Year) | $552M |
| Net Income | -$273M |
| Employer EIN | 222551509 |
| Plan Effective Date | 1968-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rochester General Health System)
Sponsor-wide plan assets over time
All Rochester General Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $717M 28.772051681699047% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,714 | $557M |
| 2023 | 1 | 7,969 | $601M |
| 2024 | 1 | 8,078 | $717M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Scale composition for Rochester General Health System Employee Retirement Plan
Rochester General Health System Employee Retirement Plan reports $557M in end-of-year assets across 7,714 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $72,185 per participant (52% of the national average assets-per-participant) . Net income for plan year 2022 was -$273M.
This plan identity (EIN 222551509, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $557M to $717M (+28.8%) while covered participants moved from 7,714 to 8,078 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,714 | $557M | This page |
| 2023 | 7,969 | $601M | Open filing |
| 2024 · index core | 8,078 | $717M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Rochester General Health System Employee Retirement Plan (Defined Benefit (Pension), $717M, 8,078 participants)
Rochester General Health System Employee Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Invensys Pension Plan in IL ($556M); by covered participants it is Johns Hopkins Health System Corporation Retirement Plan in MD (7,725 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($557M here).
- Invensys Pension Plan (IL) $556M · 366
- Arconic Corp. Pension Plan B (PA) $557M · 4,207
- Meritor, Inc. Retirement Plan (IN) $556M · 679
- Steamfitters Local Union No. 420 Pension Plan (PA) $556M · 2,457
Similar participant headcount
Nearest other-state filings by covered participants (7,714 participants); asset peers above are excluded.
- Johns Hopkins Health System Corporation Retirement Plan (MD) 7,725 · 11 off
- Textron Master Retirement Plan (RI) 7,702 · 12 off
- Southern California Gas Company Pension Plan (CA) 7,743 · 29 off
- Huntington Ingalls Industries, Inc. Newport News Operations Pension Plan for Employees Covered by United Steelworkers Local 8888 Cba (VA) 7,663 · 51 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.