Profit Sharing · DOL Form 5500 · 2023

Rochester Philharmonic Orchestra, Inc. Profit Sharing Plan

Data updated 2026-08-11

$9M
Total assets
177
Participants
55th
Percentile by assets
$48,460
Avg per participant
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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.

  • 55th percentile by assets (of 127,072 plans)
  • #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.

$9M
total plan assets (2023 EOY)
177
covered participants
55th
percentile by assets (of 127,072 plans)
$48,460
avg assets per participant

Where Rochester Philharmonic Orchestra, Inc. Retirement Plan sits by total assets

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 $2,010,000,000 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

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 →

State
New York
Industry
Arts, Entertainment & Recreation

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Rochester Philharmonic Orchestra, Inc. Retirement Plan reports 177 participants - about 22% of that state average ($9M EOY assets).

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.)

$6M$7M$8M$9M$10M$11M 202220232024 $7.15M $10M ▲ +40.4%
Total plan assets by year, all Rochester Philharmonic Orchestra, Inc. plans on file
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 ($B) Participants Rochester Philharmon…, Total assets ($B): 0.008577372 · Participants: 177Rochester Philharmon…Annuity Plan of the …, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the …Annuity Fund Iuoe Lo…, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Lo…Annuity Fd of the Iu…, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iu…The Research Foundat…, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundat…Mason Tenders Distri…, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders Distri…
Rochester Philharmonic Orchestra, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Rochester Philharmonic Orchestra, Inc. R… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Rochester Philharmonic Orchestra, Inc. Retirement Plan by total assets, not by location.

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).

Next read for Rochester Philharmonic Orchestra, Inc. R…

Filing takeaways

Ways to act on Rochester Philharmonic Orchestra, Inc. Retirement Plan's numbers.

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.