Other · DOL Form 5500 · 2023
Rochester Friendly Home Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 181
- Participants Below avg headcount
- 32nd
- Percentile by assets National rank
- $12,164
- Avg per participant Low balance/head
Official DOL plan name: Cloverwood Senior Living Inc. 403(b) Plan · Sponsored by Rochester Friendly Home · New York · Healthcare & Social Assistance
$2M in assets, 181 participants
Rochester Friendly Home's Cloverwood Senior Living Inc. 403(b) Plan reported $2M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,431 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Cloverwood Senior Living Inc. 403(b) Plan covers 181 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $2M.
- #5,431
- in Healthcare & Social Assistance (17,684 peers)
- +20.5%
- assets growth YoY
Cloverwood Senior Living Inc. 403(b) Plan among the smaller filed plans by assets
Cloverwood Senior Living Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,201,633 32nd percentile higher than 32% 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
Cloverwood Senior Living Inc. 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. Cloverwood Senior Living Inc. 403(b) Plan sits mid-pack in the medium band (181 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cloverwood Senior Living Inc. 403(b) Plan reported net income rose from $254K in the plan year 2022 filing to $375K in the plan year 2023 filing.
- Cloverwood Senior Living Inc. 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Cloverwood Senior Living Inc. 403(b) Plan reported participants rose from 158 in the plan year 2022 filing to 181 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 161597251 · Rochester Friendly Home PY 2023 · Other
Cloverwood Senior Living Inc. 403(b) Plan · $2M · 181 · 32nd
- ASSETS $2M
- PCT 181
- EIN 32nd
- RANK Other
- PHOTO near Sirs 403(b) Plan
- IND ind #5431
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 →
Cloverwood Senior Living Inc. 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $375K |
| Employer EIN | 161597251 |
| Plan Effective Date | 2008-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rochester Friendly Home)
Sponsor-wide plan assets over time
All Rochester Friendly Home plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 46.60937231364278% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $2M |
| 2023 | 1 | 181 | $2M |
| 2024 | 1 | 192 | $3M |
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
Cloverwood Senior Living Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Sirs 403(b) Plan in IN ($2M); by covered participants it is Miss Porter's School 403(b) Retirement Plan in CT (181 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Sirs 403(b) Plan (IN) $2M · 173
- Good Shepherd Services, Ltd 403(b) Retirement Plan (WI) $2M · 193
- Robert J Mcgee Profit Sharing Plan (IA) $2M · 2
- First Resources Corp. 403(b) Plan (IA) $2M · 344
Similar participant headcount
Nearest other-state filings by covered participants (181 participants); asset peers above are excluded.
- Miss Porter's School 403(b) Retirement Plan (CT) 181 · 0 off
- Calais Community Hospital Tax Sheltered Annuity Plan (ME) 181 · 0 off
- Mountain Family Health Centers 403b Plan (CO) 181 · 0 off
- Goldey-Beacom College 403(b) Plan (DE) 181 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.