401(k) · DOL Form 5500 · 2023
United Way of Greater Rochester and the Finger Lakes 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 93
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $137,374
- Avg per participant Near avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc. · Sponsored by United Way of Greater Rochester and the Finger Lakes · New York · Healthcare & Social Assistance
$13M in assets, 93 participants
United Way of Greater Rochester and the Finger Lakes's 403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc. reported $13M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #12,230 in Healthcare & Social Assistance (17,684 peers)
United Way of Greater Rochester and the Finger Lakes multi-year trail
United Way of Greater Rochester and the Finger Lakes's plans moved -32.6% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc. at $13M / 93 participants.
- #12,230
- in Healthcare & Social Assistance (17,684 peers)
- +15.8%
- assets growth YoY
403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,775,789 Top 36% higher than 64% 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
403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc. among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc. is a small filing (93 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc. reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc. reported participants rose from 78 in the plan year 2022 filing to 93 in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc. end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
DOL schedule card
Filing strip 161015782 · United Way of Greater Rochester and the Finger Lakes PY 2023 · 401(k)
403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc. · $13M · 93 · 64th
- BOOK $13M
- VS-ST 93
- BOY 64th
- SCH 401(k)
- EBSA near Architectural Window Manufacturing Corp.401(k) Profit
- PART ind #12230
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 →
403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc. in the asset neighbourhood
United Way of Greater Rochester and the Finger Lakes multi-year asset trail
Sponsor-wide plan assets over time
All United Way of Greater Rochester and the Finger Lakes plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 32.59213890034164% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 94 | $21M |
| 2023 | 1 | 93 | $13M |
| 2024 | 1 | 110 | $14M |
United Way of Greater Rochester and the Finger Lakes filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 161015782 |
| Plan Effective Date | 1980-04-01 |
| Filing Status | FILING RECEIVED |
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
403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Architectural Window Manufacturing Corp.401(k) Profit in NJ ($13M); by covered participants it is Bchh Inc 401(k) Profit Sharing Plan & Trust in PA (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (93 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.