Profit Sharing · DOL Form 5500 · 2023

Rochester Philharmonic Orchestra, Inc. Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
177
Participants Small participant base
55th
Percentile by assets National rank
$48,460
Avg per participant Low balance/head
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Official DOL plan name: Rochester Philharmonic Orchestra, Inc. Retirement Plan · Sponsored by Rochester Philharmonic Orchestra, Inc. · New York · Arts, Entertainment & Recreation

$9M in assets, 177 participants

Rochester Philharmonic Orchestra, Inc.'s Rochester Philharmonic Orchestra, Inc. Retirement Plan reported $9M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #2,117 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in New York

Rochester Philharmonic Orchestra, Inc. Retirement Plan covers 177 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $9M.

#2,117
in Arts, Entertainment & Recreation (2,945 peers)
+20.0%
assets growth YoY

Rochester Philharmonic Orchestra, Inc. Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Rochester Philharmonic Orchestra, Inc. Retirement Plan vs every filed plan by assets

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

$8,577,372 Top 45% higher than 55% of 127,068 filed plans

This plan $0 $2,050,000,000 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

Rochester Philharmonic Orchestra, Inc. Retirement 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 Philharmonic Orchestra, Inc. Retirement Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rochester Philharmonic Orchestra, Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Rochester Philharmonic Orchestra, Inc. Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Rochester Philharmonic Orchestra, Inc. Retirement Plan reported participants rose from 161 in the plan year 2022 filing to 177 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 160765613 · Rochester Philharmonic Orchestra, Inc. PY 2023 · Profit Sharing

Rochester Philharmonic Orchestra, Inc. Retirement Plan · $9M · 177 · 55th

  • PHOTO $9M
  • IND 177
  • EOY 55th
  • 5500 Profit Sharing
  • ASSETS near Champ Systems, Inc. Profit Sharing Plan
  • PCT ind #2117

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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →

Rochester Philharmonic Orchestra, Inc. Retirement Plan in the asset neighbourhood

Crown Colony Pediatrics, P.C. Profit Sharing PlanCrown Colony Pediatrics, P.C…$9MRochester Philharmonic Orchestra, Inc. Retirement PlanRochester Philharmonic Orche…$9MChamp Systems, Inc. Profit Sharing PlanChamp Systems, Inc. Profit S…$9MMesser, Potts, & Messer, Inc. Employees Profit Sharing Plan & TrustMesser, Potts, & Messer, Inc…$9MAbode Services 403(b) Plan$9M
End-of-year total assets ($M) among Rochester Philharmonic Orchestra, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN160765613
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rochester Philharmonic Orchestra, Inc.)

Sponsor-wide plan assets over time

All Rochester Philharmonic Orchestra, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 40.463722748638865% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.15M $10M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 161 $7M
2023 1 177 $9M
2024 1 220 $10M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Rochester Philharmonic Orchestra, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Rochester Philharmonic Orchestra, Inc. Retirement Plan, Total assets ($B): 0.008577372 · Participants: 177Rochester Philharmonic Orchestra, Inc. Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Rochester Philharmonic Orchestra, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Rochester Philharmonic Orchestra, Inc. Retirement Plan side-by-side with 3 peers →

Rochester Philharmonic Orchestra, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Champ Systems, Inc. Profit Sharing Plan in CA ($9M); by covered participants it is Concord Nh Boys & Girls Club 403(b) Plan in NH (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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.

Frequently Asked Questions

How did Rochester Philharmonic Orchestra, Inc. Retirement Plan assets move in 2023? ▼
Rochester Philharmonic Orchestra, Inc. Retirement Plan grew sharply - up 20.0% during 2023, from $7M to $9M. Reported net income was $1M.
How have Rochester Philharmonic Orchestra, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rochester Philharmonic Orchestra, Inc.'s sponsor-wide assets grew 40.5%, from $7M to $10M.
Which Profit Sharing plans are similar in size to Rochester Philharmonic Orchestra, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Champ Systems, Inc. Profit Sharing Plan in CA ($9M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Rochester Philharmonic Orchestra, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Concord Nh Boys & Girls Club 403(b) Plan in NH (177 participants, $2M in assets).

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 160765613.

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.