401(k) · DOL Form 5500 · 2023
Roechling Medical Rochester, L.P. 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 487
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $46,296
- Avg per participant Low balance/head
Official DOL plan name: Roechling Medical 401(k) Plan · Sponsored by Roechling Medical Rochester, L.P. · New York · Manufacturing
$23M in assets, 487 participants
Roechling Medical Rochester, L.P.'s Roechling Medical 401(k) Plan reported $23M in total assets and 487 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #12,200 in Manufacturing (18,722 peers)
Where Roechling Medical 401(k) Plan sits by assets
Roechling Medical 401(k) Plan sits in the top quartile of all filed plans by assets, $23M for 487 participants (~$46,296/participant), up 19.4% in 2023.
- #12,200
- in Manufacturing (18,722 peers)
- +19.4%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Roechling Medical 401(k) Plan's outsized position by total assets
Roechling Medical 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,546,244 Top 25% higher than 75% 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
Roechling Medical 401(k) 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. Roechling Medical 401(k) Plan sits mid-pack in the medium band (487 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Roechling Medical 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Roechling Medical 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Roechling Medical 401(k) Plan reported participants rose from 427 in the plan year 2022 filing to 487 in the plan year 2023 filing.
DOL schedule card
Filing strip 455284944 · Roechling Medical Rochester, L.P. PY 2023 · 401(k)
Roechling Medical 401(k) Plan · $23M · 487 · 75th
- SCH $23M
- SCH 487
- SCH 75th
- SCH 401(k)
- SCH near The Eye Care Group P.C. Employees 401(k) Profit Sharing Plan & Trust Agreement
- SCH ind #12200
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 Manufacturing retirement plans → · Plans in New York →
Roechling Medical 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $4M |
| Employer EIN | 455284944 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roechling Medical Rochester, L.P.)
Sponsor-wide plan assets over time
All Roechling Medical Rochester, L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 33.18858256483324% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 427 | $19M |
| 2023 | 1 | 487 | $23M |
| 2024 | 1 | 490 | $25M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Roechling Medical 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is The Eye Care Group P.C. Employees 401(k) Profit Sharing Plan & Trust Agreement in CT ($23M); by covered participants it is Bastion Technologies 401(k) Plan in TX (487 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- The Eye Care Group P.C. Employees 401(k) Profit Sharing Plan & Trust Agreement (CT) $23M · 101
- Strategic Management Solutions, LLC 401(k) Profit Sharing Plan (NM) $23M · 275
- Lightspeed Management Company Retirement Plan (CA) $23M · 118
- The Binding Site, Inc. 401(k) Retirement Savings Plan (CA) $23M · 130
Similar participant headcount
Nearest other-state filings by covered participants (487 participants); asset peers above are excluded.
- Bastion Technologies 401(k) Plan (TX) 487 · 0 off
- Macallister Retirement Savings Plan (IN) 487 · 0 off
- Concord Management, Ltd. 401(k) Plan (FL) 487 · 0 off
- Sonicwall, Inc. 401(k) Plan (CA) 487 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.