Other · DOL Form 5500 · 2023

Aquinas Institute of Rochester Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
108
Participants Small participant base
68th
Percentile by assets National rank
$146,286
Avg per participant Above avg balance/head
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Official DOL plan name: Aquinas Institute of Rochester Retirement Plan · Sponsored by Aquinas Institute of Rochester · New York · Educational Services

$16M in assets, 108 participants

Aquinas Institute of Rochester's Aquinas Institute of Rochester Retirement Plan reported $16M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #1,892 in Educational Services (3,735 peers)

Coverage in New York

Aquinas Institute of Rochester Retirement Plan covers 108 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $16M.

#1,892
in Educational Services (3,735 peers)
+13.5%
assets growth YoY

Aquinas Institute of Rochester Retirement Plan's outsized position by total assets

Aquinas Institute of Rochester Retirement Plan vs every filed plan by assets

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

$15,798,847 Top 32% higher than 68% 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

Aquinas Institute of Rochester 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. Aquinas Institute of Rochester Retirement Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aquinas Institute of Rochester Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Aquinas Institute of Rochester Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Aquinas Institute of Rochester Retirement Plan reported participants fell from 114 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 160743904 · Aquinas Institute of Rochester PY 2023 · Other

Aquinas Institute of Rochester Retirement Plan · $16M · 108 · 68th

  • VS-ST $16M
  • BOY 108
  • SCH 68th
  • EBSA Other
  • PART near Mayfield Senior School 403 (B) Plan
  • TYPE ind #1892

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 New York →

Aquinas Institute of Rochester Retirement Plan in the asset neighbourhood

Northern Montana Hospital 403(b) PlanNorthern Montana Hospital 40…$16MLincoln Community Health Center, Inc. Internal Revenue Code Section 403(b)Lincoln Community Health Cen…$16MForum School Defined Contribution Retirement PlanForum School Defined Contrib…$16MMayfield Senior School 403 (B) PlanMayfield Senior School 403 (…$16MAquinas Institute of Rochester Retirement PlanAquinas Institute of Rochest…$16M
End-of-year total assets ($M) among Aquinas Institute of Rochester Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN160743904
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aquinas Institute of Rochester)

Sponsor-wide plan assets over time

All Aquinas Institute of Rochester plans reported in each filing year

Latest sponsor-wide plan assets
$17M 20.9239422089813% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $13.9M $16.8M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 114 $14M
2023 1 108 $16M
2024 1 118 $17M

Nearby Other Plans in New York

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

Aquinas Institute of Rochester Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Aquinas Institute of Rochester Retirement Plan, Total assets ($B): 0.015798847 · Participants: 108Aquinas Institute of Rochester Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Aquinas Institute of Rochester Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Aquinas Institute of Rochester Retirement Plan side-by-side with 3 peers →

Aquinas Institute of Rochester Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Mayfield Senior School 403 (B) Plan in CA ($16M); by covered participants it is Buffalo Bill Historical Center Tda in WY (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Aquinas Institute of Rochester Retirement Plan assets move in 2023? ▼
Aquinas Institute of Rochester Retirement Plan grew at a solid clip - up 13.5% during 2023, from $14M to $16M. Reported net income was $2M.
How have Aquinas Institute of Rochester plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aquinas Institute of Rochester's sponsor-wide assets grew 20.9%, from $14M to $17M.
Which Other plans are similar in size to Aquinas Institute of Rochester Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Mayfield Senior School 403 (B) Plan in CA ($16M, 84 participants).
Which Other plans cover a similar participant headcount to Aquinas Institute of Rochester Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Buffalo Bill Historical Center Tda in WY (108 participants, $4M 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 160743904.

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.