Defined Benefit (Pension) · DOL Form 5500 · 2023

Rochester General Health System Pension Plan

Data updated 2026-08-25

$601M
Total assets Above avg plan size
7,969
Participants Very large workforce
98th
Percentile by assets National rank
$75,415
Avg per participant Below avg balance/head
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Official DOL plan name: Rochester General Health System Employee Retirement Plan · Sponsored by Rochester General Health System · New York · Healthcare & Social Assistance

$601M in assets, 7,969 participants

Rochester General Health System's Rochester General Health System Employee Retirement Plan reported $601M in total assets and 7,969 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #17,308 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Rochester General Health System Employee Retirement Plan covers 7,969 participants in New York, 10.0x the typical New York plan (state average ~798 per filing). Assets: $601M.

#17,308
in Healthcare & Social Assistance (17,684 peers)
+7.9%
assets growth YoY
6.0×
vs typical plan assets (national mean)

Rochester General Health System Employee Retirement Plan's outsized position by total assets

Rochester General Health System Employee Retirement Plan vs every filed plan by assets

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

$600,985,826 Top 2% higher than 98% 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 General Health System Employee Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rochester General Health System Employee Retirement Plan lands in the large band (7,969 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rochester General Health System Employee Retirement Plan reported net income rose from -$273M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Rochester General Health System Employee Retirement Plan end-of-year assets rose from $557M in the plan year 2022 filing to $601M in the plan year 2023 filing.
  • Rochester General Health System Employee Retirement Plan reported participants rose from 7,714 in the plan year 2022 filing to 7,969 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 222551509 · Rochester General Health System PY 2023 · Defined Benefit (Pension)

Rochester General Health System Employee Retirement Plan · $601M · 7,969 · 98th

  • PART $601M
  • TYPE 7,969
  • NET 98th
  • BOOK Defined Benefit (Pension)
  • VS-ST near John Muir Health Retirement Plan
  • BOY ind #17308

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 General Health System Employee Retirement Plan in the asset neighbourhood

Teamsters Union No. 142 Pension FundTeamsters Union No. 142 Pens…$603MAlaska Laborers-Employers Retirement FundAlaska Laborers-Employers Re…$602MJohn Muir Health Retirement PlanJohn Muir Health Retirement …$602MRochester General Health System Employee Retirement PlanRochester General Health Sys…$601MRecology Defined Benefit Pension PlanRecology Defined Benefit Pen…$599M
End-of-year total assets ($M) among Rochester General Health System Employee Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$557M
Net Assets (End of Year)$601M
Net Income$49M
Employer EIN222551509
Plan Effective Date1968-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rochester General Health System)

Sponsor-wide plan assets over time

All Rochester General Health System plans reported in each filing year

Latest sponsor-wide plan assets
$717M 28.772051681699047% vs 2022
2024 filing year
$500M$550M$600M$650M$700M$750M 202220232024 $557M $717M ▲ +28.8%
Year Plans Participants Total Assets
2022 1 7,714 $557M
2023 1 7,969 $601M
2024 1 8,078 $717M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Rochester General Health System Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -100102030 Total assets ($B) Participants Rochester General Health System Employee Retirement Plan, Total assets ($B): 0.600985826 · Participants: 7969Rochester General Health System Employee Retirement PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Rochester General Health System Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Rochester General Health System Employee Retirement Plan side-by-side with 3 peers →

Scale composition for Rochester General Health System Employee Retirement Plan

Rochester General Health System Employee Retirement Plan reports $601M in end-of-year assets across 7,969 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $75,415 per participant (55% of the national average assets-per-participant) . Net income for plan year 2023 was $49M.

This plan identity (EIN 222551509, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $557M to $717M (+28.8%) while covered participants moved from 7,714 to 8,078 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,714 $557M Open filing
2023 7,969 $601M This page
2024 · index core 8,078 $717M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Rochester General Health System Employee Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is John Muir Health Retirement Plan in CA ($602M); by covered participants it is Operating Engineers' Local 324 Pension Fund in MI (7,993 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($601M here).

Similar participant headcount

Nearest other-state filings by covered participants (7,969 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 General Health System Employee Retirement Plan assets move in 2023? ▼
Rochester General Health System Employee Retirement Plan grew at a solid clip - up 7.9% during 2023, from $557M to $601M. Reported net income was $49M.
How have Rochester General Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rochester General Health System's sponsor-wide assets grew 28.8%, from $557M to $717M.
Where does Rochester General Health System Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Rochester General Health System Employee Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Rochester General Health System Employee Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is John Muir Health Retirement Plan in CA ($602M, 5,072 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rochester General Health System Employee Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Operating Engineers' Local 324 Pension Fund in MI (7,993 participants, $1.8B 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 222551509.

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.