Other · DOL Form 5500 · 2022

Mosaic Health Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
147
Participants Small participant base
51st
Percentile by assets National rank
$34,386
Avg per participant Low balance/head
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Official DOL plan name: Rochester Primary Care Network 403(b) Plan · Sponsored by Mosaic Health · New York · Healthcare & Social Assistance

$5M in assets, 147 participants

Mosaic Health's Rochester Primary Care Network 403(b) Plan reported $5M in total assets and 147 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.

  • #11,325 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Rochester Primary Care Network 403(b) Plan covers 147 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $5M.

#11,325
in Healthcare & Social Assistance (20,060 peers)
-8.4%
assets change YoY

The plan reported a net loss of $461K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rochester Primary Care Network 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Rochester Primary Care Network 403(b) Plan vs every filed plan by assets

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

$5,054,791 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

Rochester Primary Care Network 403(b) 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 Primary Care Network 403(b) Plan sits mid-pack in the medium band (147 participants).

EBSA filing schedule strip

Filing strip 161293681 · Mosaic Health PY 2022 · Other

Rochester Primary Care Network 403(b) Plan · $5M · 147 · 51st

  • ASSETS $5M
  • ASSETS 147
  • ASSETS 51st
  • ASSETS Other
  • ASSETS near Minnesota Children's Museum 403(b) Plan
  • ASSETS ind #11325

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 Primary Care Network 403(b) Plan in the asset neighbourhood

Employee Benefit Plan of Metropolitan Family Service, Inc.Employee Benefit Plan of Met…$5MMinnesota Children's Museum 403(b) PlanMinnesota Children's Museum …$5MThe Eliza Jennings Senior Care Network Retirement Savings PlanThe Eliza Jennings Senior Ca…$5MRochester Primary Care Network 403(b) PlanRochester Primary Care Netwo…$5MRegion IV a.a.a. 403(b) Plan$5M
End-of-year total assets ($M) among Rochester Primary Care Network 403(b) Plan and nearest nationwide Other 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-$461K
Employer EIN161293681
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mosaic Health)

Sponsor-wide plan assets over time

All Mosaic Health plans reported in each filing year

Latest sponsor-wide plan assets
$7M 41.48499908304814% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.05M $7.15M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 147 $5M
2023 1 148 $7M
2024 1 151 $7M

Nearby Other Plans in New York

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

Rochester Primary Care Network 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Rochester Primary Care Network 403(b) Plan, Total assets ($B): 0.005054791 · Participants: 147Rochester Primary Care Network 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Rochester Primary Care Network 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Rochester Primary Care Network 403(b) Plan side-by-side with 3 peers →

Rochester Primary Care Network 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Minnesota Children's Museum 403(b) Plan in MN ($5M); by covered participants it is North Carolina Wesleyan University Retirement Plan in NC (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Rochester Primary Care Network 403(b) Plan assets move in 2022? ▼
Rochester Primary Care Network 403(b) Plan pulled back noticeably - down 8.4% during 2022, from $6M to $5M. Reported net income was -$461K.
How have Mosaic Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mosaic Health's sponsor-wide assets grew 41.5%, from $5M to $7M.
Which Other plans are similar in size to Rochester Primary Care Network 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Minnesota Children's Museum 403(b) Plan in MN ($5M, 31 participants).
Which Other plans cover a similar participant headcount to Rochester Primary Care Network 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is North Carolina Wesleyan University Retirement Plan in NC (147 participants, $23M 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 161293681.

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.