Other · DOL Form 5500 · 2022

The Aquinas Institute of Rochester Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
114
Participants Small participant base
71st
Percentile by assets National rank
$122,104
Avg per participant Near avg balance/head
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Official DOL plan name: Aquinas Institute of Rochester 403(b) Retirement Plan · Sponsored by The Aquinas Institute of Rochester · New York · Educational Services

$14M in assets, 114 participants

The Aquinas Institute of Rochester's Aquinas Institute of Rochester 403(b) Retirement Plan reported $14M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,151 in Educational Services (4,024 peers)

Coverage in New York

Aquinas Institute of Rochester 403(b) Retirement Plan covers 114 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $14M.

#2,151
in Educational Services (4,024 peers)
-12.8%
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.

Aquinas Institute of Rochester 403(b) Retirement Plan's outsized position by total assets

Aquinas Institute of Rochester 403(b) Retirement Plan vs every filed plan by assets

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

$13,919,810 Top 29% higher than 71% 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

Aquinas Institute of Rochester 403(b) 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. Aquinas Institute of Rochester 403(b) Retirement Plan sits mid-pack in the medium band (114 participants).

Plan-year Form 5500 strip

Filing strip 160743904 · The Aquinas Institute of Rochester PY 2022 · Other

Aquinas Institute of Rochester 403(b) Retirement Plan · $14M · 114 · 71st

  • 5500 $14M
  • ASSETS 114
  • PCT 71st
  • EIN Other
  • RANK near Jva, Inc. Employees' Stock Bonus Plan and Trust
  • PHOTO ind #2151

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 Educational Services retirement plans → · Plans in New York →

Aquinas Institute of Rochester 403(b) Retirement Plan in the asset neighbourhood

Christian Academy School System 403(b) PlanChristian Academy School Sys…$14MMcpherson Hospital Inc. Tax Deferred Annuity PlanMcpherson Hospital Inc. Tax …$14M403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford403(b) Thrift Plan of Cathol…$14MAquinas Institute of Rochester 403(b) Retirement PlanAquinas Institute of Rochest…$14MJva, Inc. Employees' Stock Bonus Plan and TrustJva, Inc. Employees' Stock B…$14M
End-of-year total assets ($M) among Aquinas Institute of Rochester 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN160743904
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Aquinas Institute of Rochester)

Sponsor-wide plan assets over time

All The Aquinas Institute of Rochester plans reported in each filing year

Latest sponsor-wide plan assets
$17M 20.9239422089813% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $13.9M $16.8M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 114 $14M
2023 1 108 $16M
2024 1 118 $17M

Nearby Other Plans in New York

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

Aquinas Institute of Rochester 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Aquinas Institute of Rochester 403(b) Retirement Plan, Total assets ($B): 0.01391981 · Participants: 114Aquinas Institute of Rochester 403(b) Retirement 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
Aquinas Institute of Rochester 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Aquinas Institute of Rochester 403(b) Retirement Plan side-by-side with 3 peers →

Aquinas Institute of Rochester 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Jva, Inc. Employees' Stock Bonus Plan and Trust in CO ($14M); by covered participants it is Monarch School 403(b) Retirement Plan in NH (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Aquinas Institute of Rochester 403(b) Retirement Plan assets move in 2022? ▼
Aquinas Institute of Rochester 403(b) Retirement Plan pulled back noticeably - down 12.8% during 2022, from $16M to $14M. Reported net income was -$2M.
How have The Aquinas Institute of Rochester plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Aquinas Institute of Rochester's sponsor-wide assets grew 20.9%, from $14M to $17M.
Which Other plans are similar in size to Aquinas Institute of Rochester 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Jva, Inc. Employees' Stock Bonus Plan and Trust in CO ($14M, 138 participants).
Which Other plans cover a similar participant headcount to Aquinas Institute of Rochester 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Monarch School 403(b) Retirement Plan in NH (114 participants, $2M 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 160743904.

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.