401(k) · DOL Form 5500 · 2023

Rochester Regional Health 401(k) Plan

Data updated 2026-08-11

$78M
Total assets
1,933
Participants
90th
Percentile by assets
$40,544
Avg per participant
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Official DOL plan name: Rochester Regional Health 401(k) Defined Contribution Plan · Sponsored by Rochester Regional Health · New York · Healthcare & Social Assistance

$78M in assets, 1,933 participants

Rochester Regional Health's Rochester Regional Health 401(k) Defined Contribution Plan reported $78M in total assets and 1,933 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 127,072 plans)
  • #16,095 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Rochester Regional Health 401(k) Defined Contribution Plan covers 1,933 participants in New York, 2.4x the typical New York plan (state average ~798 per filing). Assets: $78M.

$78M
total plan assets (2023 EOY)
1,933
covered participants
90th
percentile by assets (of 127,072 plans)
$40,544
avg assets per participant

Where Rochester Regional Health 401(k) Defined Contribution Plan sits by total assets

Rochester Regional Health 401(k) Defined Contribution Plan vs every filed plan by assets

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

$78,371,156 Top 10% higher than 90% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rochester Regional Health 401(k) Defined Contribution Plan reported net income rose from -$7M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Rochester Regional Health 401(k) Defined Contribution Plan end-of-year assets rose from $63M in the plan year 2022 filing to $78M in the plan year 2023 filing.
  • Rochester Regional Health 401(k) Defined Contribution Plan reported participants rose from 1,840 in the plan year 2022 filing to 1,933 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Healthcare & Social Assistance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Rochester Regional Health 401(k) Defined Contribution Plan reports 1,933 participants - 2.4x that state average ($78M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$78M
Net Income$15M
Employer EIN471234999
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rochester Regional Health)

$0.7B$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.78B $1.08B ▲ +38.5%
Total plan assets by year, all Rochester Regional Health plans on file
Year Plans Participants Total Assets
2022 2 17,055 $778M
2023 2 17,366 $940M
2024 2 17,378 $1.1B

Nearby 401(k) Plans in New York

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

Rochester Regional Health 401(k) Defined Contribution Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Rochester Regional H…, Total assets ($B): 0.078371156 · Participants: 1933Rochester Regional H…IBM 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…, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 40…
Rochester Regional Health 401(k) Defined Contribution Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rochester Regional Health 401(k) Defined… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Rochester Regional Health 401(k) Defined Contribution Plan by total assets, not by location.

Frequently Asked Questions

How did Rochester Regional Health 401(k) Defined Contribution Plan assets move in 2023? ▼
Rochester Regional Health 401(k) Defined Contribution Plan grew sharply - up 23.6% during 2023, from $63M to $78M. Reported net income was $15M.
How have Rochester Regional Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rochester Regional Health's sponsor-wide assets grew 38.8%, from $778M to $1.1B.
Where does Rochester Regional Health 401(k) Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Rochester Regional Health 401(k) Defined Contribution Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Rochester Regional Health 401(k) Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hensley & Company Profit Sharing Plan and Trust in AZ ($78M, 1,221 participants).

Next read for Rochester Regional Health 401(k) Defined…

Filing takeaways

Ways to act on Rochester Regional Health 401(k) Defined Contribution Plan's numbers.

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 471234999.

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.