Other · DOL Form 5500 · 2023
Rochester University Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 277
- Participants Below avg headcount
- 43rd
- Percentile by assets National rank
- $17,062
- Avg per participant Low balance/head
Official DOL plan name: Rochester University Retirement Benefits Plan · Sponsored by Rochester University · Michigan · Educational Services
$5M in assets, 277 participants
Rochester University's Rochester University Retirement Benefits Plan reported $5M in total assets and 277 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #1,072 in Educational Services (3,735 peers)
Coverage in Michigan
Rochester University Retirement Benefits Plan covers 277 participants in Michigan, about 43% of the average Michigan filer (state average ~638 per filing). Assets: $5M.
- #1,072
- in Educational Services (3,735 peers)
- +13.3%
- assets growth YoY
Rochester University Retirement Benefits Plan's mid-pack asset rank among Educational Services and all filers
Rochester University Retirement Benefits Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,726,134 43rd percentile higher than 43% 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 University Retirement Benefits Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rochester University Retirement Benefits Plan sits mid-pack in the medium band (277 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rochester University Retirement Benefits Plan reported net income rose from -$1M in the plan year 2022 filing to $554K in the plan year 2023 filing.
- Rochester University Retirement Benefits Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Rochester University Retirement Benefits Plan reported participants rose from 260 in the plan year 2022 filing to 277 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 381619831 · Rochester University PY 2023 · Other
Rochester University Retirement Benefits Plan · $5M · 277 · 43rd
- IND $5M
- IND 277
- IND 43rd
- IND Other
- IND near Hardin County General Hospital Tax Deferred Annuity Plan
- IND ind #1072
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 Educational Services retirement plans → · Plans in Michigan →
Rochester University Retirement Benefits Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $554K |
| Employer EIN | 381619831 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rochester University)
Sponsor-wide plan assets over time
All Rochester University plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 260 | $4M |
| 2023 | 1 | 277 | $5M |
| 2024 | 1 | 287 | N/A |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC Salaried Employees' Savings Plan $4.8B · 16,630
- Fca US LLC UAW Savings Plan $4.7B · 49,473
- Beaumont Health 403(b) Retirement Savings Plan $2.6B · 33,717
- Henry Ford Health System Heritage 403(b) Plan $1.3B · 15,298
- Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan $1.0B · 8,357
Rochester University Retirement Benefits Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Hardin County General Hospital Tax Deferred Annuity Plan in IL ($5M); by covered participants it is Piedmont Access to Health Services, Inc. 403(b) Plan in VA (277 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (277 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.