Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Rochester General Health System Employee Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Rochester General Health System · New York · Healthcare & Social Assistance

What the 2023 filing shows

Rochester General Health System Employee Retirement Plan holds $601M for 7,969 participants — about $75,415 per participant, up 7.9% over the 2023 plan year.

$601M
total plan assets (2023 EOY)
7,969
covered participants
$75,415
avg assets per participant
+7.9%
assets growth YoY
Total Assets (2023)
$601M
Participants
7,969
State
Industry
Healthcare & Social Assistance

What the Filing Says About Rochester General Health System Employee Retirement Plan

Rochester General Health System Employee Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Rochester General Health System, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $601M in total end-of-year assets and covers 7,969 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 222551509, and the plan has been effective since 1968-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $557M at the beginning of 2023 to $601M at year-end — a gain of 7.9%. Net assets (after liabilities) closed the year at $601M, with reported net income of $49M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (Rochester General Health System)

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.

Frequently Asked Questions

How much money is in the Rochester General Health System Employee Retirement Plan?
As of the 2023 Form 5500 filing, Rochester General Health System Employee Retirement Plan holds $601M in total assets with 7,969 participants. It is sponsored by Rochester General Health System.
What type of plan is Rochester General Health System Employee Retirement Plan?
Rochester General Health System Employee Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1968-07-01. The plan is filed with the U.S. Department of Labor under EIN 222551509.
Who sponsors the Rochester General Health System Employee Retirement Plan?
Rochester General Health System Employee Retirement Plan is sponsored by Rochester General Health System, located in New York. The sponsor's EIN is 222551509 and the plan operates in the Healthcare & Social Assistance industry.
How did Rochester General Health System Employee Retirement Plan perform in 2023?
Rochester General Health System Employee Retirement Plan grew by 7.9% during 2023, moving from $557M to $601M in total assets. Net income was $49M.
Where can I find official filings for Rochester General Health System Employee Retirement Plan?
Official Form 5500 filings for Rochester General Health System Employee Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 222551509 or plan name at efast.dol.gov.
How does Rochester General Health System Employee Retirement Plan compare to other plans?
You can compare Rochester General Health System Employee Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.