Defined Benefit (Pension) · DOL Form 5500 · 2023
Rochester General Health System Pension Plan
Data updated 2026-08-11
- $601M
- Total assets
- 7,969
- Participants
- 98th
- Percentile by assets
- $75,415
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $601M
- total plan assets (2023 EOY)
- 7,969
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $75,415
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Rochester General Health System Employee Retirement Plan reports 7,969 participants - 10.0x that state average ($601M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $557M |
|---|---|
| Net Assets (End of Year) | $601M |
| Net Income | $49M |
| Employer EIN | 222551509 |
| Plan Effective Date | 1968-07-01 |
| Filing Status | FILING 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.
Rochester General Health System Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
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 (Defined Benefit (Pension), $717M, 8,078 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Rochester General Health System Employee Retirement Plan by total assets, not by location.
- John Muir Health Retirement Plan (CA) $602M · 5,072
- Alaska Laborers-Employers Retirement Fund (WA) $602M · 1,440
- Teamsters Union No. 142 Pension Fund (IN) $603M · 1,982
- Recology Defined Benefit Pension Plan (CA) $599M · 952
Frequently Asked Questions
How did Rochester General Health System Employee Retirement Plan assets move in 2023? ▼
How have Rochester General Health System plan assets changed over time? ▼
Where does Rochester General Health System Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Rochester General Health System Employee Retirement Plan? ▼
Next read for Rochester General Health System Employee…
Filing takeaways
Ways to act on Rochester General Health System Employee Retirement Plan's numbers.
- By total assets, Rochester General Health System Employee Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Rochester General Health System's sponsor-wide assets have grown 28.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans