Profit Sharing · DOL Form 5500 · 2023
Rochester Regional Health Profit Sharing Plan
Data updated 2026-08-06
- $861M
- Total assets
- 15,433
- Participants
- 98th
- Percentile by assets
- $55,818
- Avg per participant
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.
- 98th percentile by assets (of 126,618 plans)
- #17,376 in Healthcare & Social Assistance (17,626 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 ~795 per filing). Assets: $861M.
- $861M
- total plan assets (2023 EOY)
- 15,433
- covered participants
- 98th
- percentile by assets (of 126,618 plans)
- $55,818
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Rochester Regional Health 403(b) Defined Contribution Plan reports 15,433 participants - 19x that state average ($861M EOY assets).
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)
| 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.
Rochester Regional Health 403(b) Defined Contribution Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- 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 $11.6T held by all Form 5500 filers in the national rollup , and 0.017% of 89,805,449 covered participants) - about $55,818 per participant (41% 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)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Rochester Regional Health 403(b) Defined Contribution Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Rochester Regional Health 403(b) Defined Contribution Plan assets move in 2023? ▼
How have Rochester Regional Health plan assets changed over time? ▼
Where does Rochester Regional Health 403(b) Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Rochester Regional Health 403(b) Defined Contribution Plan? ▼
Next read for Rochester Regional Health 403(b) Defined…
Filing takeaways
Ways to act on Rochester Regional Health 403(b) Defined Contribution Plan's numbers.
- By total assets, Rochester Regional Health 403(b) Defined Contribution Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Rochester Regional Health's sponsor-wide assets have grown 38.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans