401(k) · DOL Form 5500 · 2023
Greater Rochester Health Foundation 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $260,570
- Avg per participant Above avg balance/head
Official DOL plan name: Greater Rochester Health Foundation 401(k) Plan · Sponsored by Greater Rochester Health Foundation · New York · Other Services
$3M in assets, 12 participants
Greater Rochester Health Foundation's Greater Rochester Health Foundation 401(k) Plan reported $3M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #4,712 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Greater Rochester Health Foundation 401(k) Plan ranks #4,712 of 7,857 2023 filers by assets (642% of the sector average)-$3M for 12 participants.
- #4,712
- in Other Services (7,857 peers)
- +26.4%
- assets growth YoY
Greater Rochester Health Foundation 401(k) Plan's mid-pack asset rank among Other Services and all filers
Greater Rochester Health Foundation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,126,836 36th percentile higher than 36% 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
Greater Rochester Health Foundation 401(k) 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. Greater Rochester Health Foundation 401(k) Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Greater Rochester Health Foundation 401(k) Plan reported net income rose from -$563K in the plan year 2022 filing to $654K in the plan year 2023 filing.
- Greater Rochester Health Foundation 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 134301222 · Greater Rochester Health Foundation PY 2023 · 401(k)
Greater Rochester Health Foundation 401(k) Plan · $3M · 12 · 36th
- 5500 $3M
- ASSETS 12
- PCT 36th
- EIN 401(k)
- RANK near Michael E. Lieppman, M.D. 401(k) Profit Sharing Plan
- PHOTO ind #4712
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 Other Services retirement plans → · Plans in New York →
Greater Rochester Health Foundation 401(k) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $654K |
| Employer EIN | 134301222 |
| Plan Effective Date | 2006-01-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Greater Rochester Health Foundation)
Sponsor-wide plan assets over time
All Greater Rochester Health Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 38.21349763506915% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $2M |
| 2023 | 1 | 12 | $3M |
| 2024 | 1 | 14 | $3M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Greater Rochester Health Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Michael E. Lieppman, M.D. 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.