Profit Sharing · DOL Form 5500 · 2023
Rochester Regional Health Profit Sharing Plan
Data updated 2026-08-25
- $861M
- Total assets Above avg plan size
- 15,433
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $55,818
- Avg per participant Low balance/head
Official DOL plan name: Rochester Regional Health 403(b) Defined Contribution Plan · Sponsored by Rochester Regional Health · New York · Healthcare & Social Assistance
$861M in assets, 15,433 participants
Rochester Regional Health's Rochester Regional Health 403(b) Defined Contribution Plan reported $861M in total assets and 15,433 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,434 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Rochester Regional Health 403(b) Defined Contribution Plan covers 15,433 participants in New York, 19x the typical New York plan (state average ~798 per filing). Assets: $861M.
- #17,434
- in Healthcare & Social Assistance (17,684 peers)
- +20.6%
- assets growth YoY
- 8.6×
- vs typical plan assets (national mean)
Rochester Regional Health 403(b) Defined Contribution Plan's outsized position by total assets
Rochester Regional Health 403(b) Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$861,435,514 Top 2% higher than 98% 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
Rochester Regional Health 403(b) Defined Contribution Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rochester Regional Health 403(b) Defined Contribution Plan is a mega filing (15,433 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rochester Regional Health 403(b) Defined Contribution Plan reported net income rose from -$110M in the plan year 2022 filing to $147M in the plan year 2023 filing.
- Rochester Regional Health 403(b) Defined Contribution Plan end-of-year assets rose from $715M in the plan year 2022 filing to $861M in the plan year 2023 filing.
- Rochester Regional Health 403(b) Defined Contribution Plan reported participants rose from 15,215 in the plan year 2022 filing to 15,433 in the plan year 2023 filing.
DOL schedule card
Filing strip 471234999 · Rochester Regional Health PY 2023 · Profit Sharing
Rochester Regional Health 403(b) Defined Contribution Plan · $861M · 15,433 · 98th
- RANK $861M
- RANK 15,433
- RANK 98th
- RANK Profit Sharing
- RANK near The Emory Clinic, Inc. Retirement Savings Plan
- RANK ind #17434
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Rochester Regional Health 403(b) Defined Contribution Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $715M |
|---|---|
| Net Assets (End of Year) | $861M |
| Net Income | $147M |
| Employer EIN | 471234999 |
| Plan Effective Date | 2017-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rochester Regional Health)
Sponsor-wide plan assets over time
All Rochester Regional Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 38.773500194118945% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 17,055 | $778M |
| 2023 | 2 | 17,366 | $940M |
| 2024 | 2 | 17,378 | $1.1B |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Scale composition for Rochester Regional Health 403(b) Defined Contribution Plan
Rochester Regional Health 403(b) Defined Contribution Plan reports $861M in end-of-year assets across 15,433 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $55,818 per participant (40% of the national average assets-per-participant) . Net income for plan year 2023 was $147M.
This plan identity (EIN 471234999, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $715M to $987M (+38.1%) while covered participants moved from 15,215 to 15,432 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 15,215 | $715M | Open filing |
| 2023 | 15,433 | $861M | This page |
| 2024 · index core | 15,432 | $987M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Rochester Regional Health 403(b) Defined Contribution Plan (Profit Sharing, $987M, 15,432 participants)
- Rochester Regional Health 401(k) Defined Contribution Plan (401(k), $93M, 1,946 participants)
Rochester Regional Health 403(b) Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is The Emory Clinic, Inc. Retirement Savings Plan in GA ($875M); by covered participants it is Essentia Health Retirement Plan in MN (15,491 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($861M here).
- The Emory Clinic, Inc. Retirement Savings Plan (GA) $875M · 2,588
- I.a.M. National 401(k) Plan (DC) $828M · 33,154
- Allina 403(b) Retirement Savings Plan (MN) $906M · 9,417
- Les Schwab Profit Sharing Retirement Plan (OR) $805M · 5,463
Similar participant headcount
Nearest other-state filings by covered participants (15,433 participants); asset peers above are excluded.
- Essentia Health Retirement Plan (MN) 15,491 · 58 off
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan (FL) 15,503 · 70 off
- Indiana Laborers Defined Contribution Trust Fund (IN) 15,349 · 84 off
- Maximus Gsa Retirement Plan (VA) 15,554 · 121 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.