Other · DOL Form 5500 · 2022
University of Rochester Retirement Plan
Data updated 2026-08-25
- $6.4B
- Total assets Very large vs avg
- 27,581
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $230,694
- Avg per participant Above avg balance/head
Official DOL plan name: University of Rochester Retirement Program · Sponsored by University of Rochester · New York · Educational Services
$6.4B in assets, 27,581 participants
University of Rochester's University of Rochester Retirement Program reported $6.4B in total assets and 27,581 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #4,020 in Educational Services (4,024 peers)
Coverage in New York
University of Rochester Retirement Program covers 27,581 participants in New York, 35x the typical New York plan (state average ~798 per filing). Assets: $6.4B.
- #4,020
- in Educational Services (4,024 peers)
- +12.4%
- assets growth YoY
- 64×
- vs typical plan assets (national mean)
University of Rochester Retirement Program's outsized position by total assets
University of Rochester Retirement Program vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,362,782,969 Highest reported value at or above every one 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
University of Rochester Retirement Program's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Rochester Retirement Program is a mega filing (27,581 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 160743209 · University of Rochester PY 2022 · Other
University of Rochester Retirement Program · $6.4B · 27,581 · 100th
- PART $6.4B
- PART 27,581
- PART 100th
- PART Other
- PART near Cleveland Clinic Savings and Investment Plan
- PART ind #4020
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 →
University of Rochester Retirement Program in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $5.7B |
|---|---|
| Net Assets (End of Year) | $6.4B |
| Net Income | $701M |
| Employer EIN | 160743209 |
| Plan Effective Date | 1921-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Rochester)
Sponsor-wide plan assets over time
All University of Rochester plans reported in each filing year
- Latest sponsor-wide plan assets
- $8.0B 25.768496976688255% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27,581 | $6.4B |
| 2023 | 1 | 28,970 | $7.2B |
| 2024 | 1 | 30,335 | $8.0B |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
- New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration $4.2B · 8,299
Scale composition for University of Rochester Retirement Program
University of Rochester Retirement Program reports $6.4B in end-of-year assets across 27,581 participants (0.052% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.029% of 93,925,755 covered participants) - about $230,694 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2022 was $701M.
This plan identity (EIN 160743209, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $6.4B to $8.0B (+25.8%) while covered participants moved from 27,581 to 30,335 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 27,581 | $6.4B | This page |
| 2023 | 28,970 | $7.2B | Open filing |
| 2024 · index core | 30,335 | $8.0B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- University of Rochester Retirement Program (Other, $8.0B, 30,335 participants)
University of Rochester Retirement Program's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Cleveland Clinic Savings and Investment Plan in OH ($6.3B); by covered participants it is The Tax Sheltered Annuity Plan of the Methodist Hospital in TX (28,126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6.4B here).
- Cleveland Clinic Savings and Investment Plan (OH) $6.3B · 51,726
- Yale University Retirement Account Plan (CT) $6.4B · 11,281
- Johns Hopkins University 403(b) Plan (MD) $6.7B · 26,366
- Washington University Retirement Savings Plan (IL) $5.9B · 15,925
Similar participant headcount
Nearest other-state filings by covered participants (27,581 participants); asset peers above are excluded.
- The Tax Sheltered Annuity Plan of the Methodist Hospital (TX) 28,126 · 545 off
- Memorial Hermann Health System Employees' Retirement Savings Plan (TX) 28,410 · 829 off
- Ohiohealth Retirement Savings Plan 403(b) (OH) 28,462 · 881 off
- Vanderbilt University Medical Center Retirement Plan (TN) 28,507 · 926 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.