401(k) · DOL Form 5500 · 2023

Rochester Equity Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
59
Participants Small participant base
48th
Percentile by assets National rank
$100,509
Avg per participant Below avg balance/head
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Official DOL plan name: Rochester Equity Partners 401(k) Profit Sharing Plan · Sponsored by Rochester Equity Partners, Inc. · New York · Real Estate

$6M in assets, 59 participants

Rochester Equity Partners, Inc.'s Rochester Equity Partners 401(k) Profit Sharing Plan reported $6M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,172 in Real Estate (4,727 peers)

Rochester Equity Partners, Inc. multi-year trail

Rochester Equity Partners, Inc.'s plans moved +31.0% in assets from 2022 to 2024; this filing shows Rochester Equity Partners 401(k) Profit Sharing Plan at $6M / 59 participants.

#3,172
in Real Estate (4,727 peers)
+13.6%
assets growth YoY

Rochester Equity Partners 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Rochester Equity Partners 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,930,055 48th percentile higher than 48% of 127,068 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 2023

Rochester Equity Partners 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rochester Equity Partners 401(k) Profit Sharing Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rochester Equity Partners 401(k) Profit Sharing Plan reported net income rose from -$848K in the plan year 2022 filing to $712K in the plan year 2023 filing.
  • Rochester Equity Partners 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Rochester Equity Partners 401(k) Profit Sharing Plan reported participants fell from 63 in the plan year 2022 filing to 59 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 203683543 · Rochester Equity Partners, Inc. PY 2023 · 401(k)

Rochester Equity Partners 401(k) Profit Sharing Plan · $6M · 59 · 48th

  • NET $6M
  • BOOK 59
  • VS-ST 48th
  • BOY 401(k)
  • SCH near Unipart Services America Inc. 401(k) Plan for Non-Union Employees
  • EBSA ind #3172

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 Real Estate retirement plans → · Plans in New York →

Rochester Equity Partners 401(k) Profit Sharing Plan in the asset neighbourhood

Rochester Equity Partners 401(k) Profit Sharing PlanRochester Equity Partners 40…$6MUnipart Services America Inc. 401(k) Plan for Non-Union EmployeesUnipart Services America Inc…$6MAssured Retirement Plan$6MThe Rosado Group 401(k) Plan$6MPrecision Marketing Services 401(k)Precision Marketing Services…$6M
End-of-year total assets ($M) among Rochester Equity Partners 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rochester Equity Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rochester Equity Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 30.965501012556935% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.22M $6.83M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 63 $5M
2023 1 59 $6M
2024 1 59 $7M

Rochester Equity Partners, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$712K
Employer EIN203683543
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rochester Equity Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Rochester Equity Partners 401(k) Profit Sharing Plan, Total assets ($B): 0.005930055 · Participants: 59Rochester Equity Partners 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Rochester Equity Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rochester Equity Partners 401(k) Profit Sharing Plan side-by-side with 3 peers →

Rochester Equity Partners 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Unipart Services America Inc. 401(k) Plan for Non-Union Employees in NJ ($6M); by covered participants it is Pretzels, Inc. 401(k) in IN (59 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (59 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rochester Equity Partners 401(k) Profit Sharing Plan assets move in 2023? ▼
Rochester Equity Partners 401(k) Profit Sharing Plan grew at a solid clip - up 13.6% during 2023, from $5M to $6M. Reported net income was $712K.
How have Rochester Equity Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rochester Equity Partners, Inc.'s sponsor-wide assets grew 31.0%, from $5M to $7M.
Which 401(k) plans are similar in size to Rochester Equity Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Unipart Services America Inc. 401(k) Plan for Non-Union Employees in NJ ($6M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Rochester Equity Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) in IN (59 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203683543.

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.