Other · DOL Form 5500 · 2023
Rochester Joint Board Retail Retirement Fund Retirement Plan
Data updated 2026-08-25
- $32K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 3rd
- Percentile by assets National rank
Official DOL plan name: Rochester Joint Board Retail Retirement Fund · Sponsored by Rochester Joint Board Retail Retirement Fund · New York · Wholesale Trade
$32K in assets, N/A participants
Rochester Joint Board Retail Retirement Fund's Rochester Joint Board Retail Retirement Fund reported $32K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 3rd 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.
- #89 in Wholesale Trade (6,309 peers)
What the 2023 filing shows
Rochester Joint Board Retail Retirement Fund holds $32K for N/A participants, among the smaller plans by assets on file.
- #89
- in Wholesale Trade (6,309 peers)
- -0.8%
- assets change YoY
The plan reported a net loss of $240 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rochester Joint Board Retail Retirement Fund among the smaller filed plans by assets
Rochester Joint Board Retail Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$31,665 3rd percentile higher than 3% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rochester Joint Board Retail Retirement Fund reported net income fell from $10 in the plan year 2022 filing to -$240 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 166044070 · Rochester Joint Board Retail Retirement Fund PY 2023 · Other
Rochester Joint Board Retail Retirement Fund · $32K · N/A · 3rd
- PART $32K
- TYPE N/A
- NET 3rd
- BOOK Other
- VS-ST near Mesilla Valley Hospice 403(b) Plan
- BOY ind #89
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 Wholesale Trade retirement plans → · Plans in New York →
Rochester Joint Board Retail Retirement Fund in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $32K |
|---|---|
| Net Assets (End of Year) | $32K |
| Net Income | -$240 |
| Employer EIN | 166044070 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rochester Joint Board Retail Retirement Fund)
Sponsor-wide plan assets over time
All Rochester Joint Board Retail Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $32K 0.6456668233819151% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $32K |
| 2023 | 1 | N/A | $32K |
| 2024 | 1 | N/A | $32K |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Rochester Joint Board Retail Retirement Fund's closest out-of-state Other peers by assets
Outside New York, the nearest Other by end-of-year assets is Mesilla Valley Hospice 403(b) Plan in NM at $34K (this filing: $32K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32K here).
- Mesilla Valley Hospice 403(b) Plan (NM) $34K · N/A
- Link Associates Tsa Retirement Plan (IA) $36K · 18
- Wesbury Hillside Home 403(b) Plan (PA) $36K · N/A
- Lillian Raycroft Money Purchase Plan (PA) $26K · 1
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.