Other · DOL Form 5500 · 2023
Mosaic Health Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 148
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $44,558
- Avg per participant Low balance/head
Official DOL plan name: Rochester Primary Care Network 403(b) Plan · Sponsored by Mosaic Health · New York · Healthcare & Social Assistance
$7M in assets, 148 participants
Mosaic Health's Rochester Primary Care Network 403(b) Plan reported $7M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #9,735 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Rochester Primary Care Network 403(b) Plan covers 148 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $7M.
- #9,735
- in Healthcare & Social Assistance (17,684 peers)
- +30.5%
- assets growth YoY
Rochester Primary Care Network 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Rochester Primary Care Network 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,594,638 Top 50% higher than 50% 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 Primary Care Network 403(b) 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 Primary Care Network 403(b) Plan sits mid-pack in the medium band (148 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rochester Primary Care Network 403(b) Plan reported net income rose from -$461K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Rochester Primary Care Network 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 161293681 · Mosaic Health PY 2023 · Other
Rochester Primary Care Network 403(b) Plan · $7M · 148 · 50th
- RANK $7M
- PHOTO 148
- IND 50th
- EOY Other
- 5500 near 403(b) Thrift Plan of Haynes Family of Programs, Inc.
- ASSETS ind #9735
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 →
Rochester Primary Care Network 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 161293681 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mosaic Health)
Sponsor-wide plan assets over time
All Mosaic Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 41.48499908304814% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 147 | $5M |
| 2023 | 1 | 148 | $7M |
| 2024 | 1 | 151 | $7M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Rochester Primary Care Network 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is 403(b) Thrift Plan of Haynes Family of Programs, Inc. in CA ($7M); by covered participants it is Unbound Retirement Plan in KS (148 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.
- Unbound Retirement Plan (KS) 148 · 0 off
- The Chicago Public Media, Inc. Tax Deferred Annuity (Tda) Plan (IL) 148 · 0 off
- Children International 403(b) Plan (MO) 148 · 0 off
- Hardin County Regional Health Center 403(b) Plan (TN) 148 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.