Other · DOL Form 5500 · 2023
Rochester Friendly Home Retirement Plan
Data updated 2026-08-11
- $9M
- Total assets
- 365
- Participants
- 57th
- Percentile by assets
- $25,716
- Avg per participant
Official DOL plan name: Rochester Friendly Home 403(b) Plan · Sponsored by Rochester Friendly Home · New York · Healthcare & Social Assistance
$9M in assets, 365 participants
Rochester Friendly Home's Rochester Friendly Home 403(b) Plan reported $9M in total assets and 365 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- 57th percentile by assets (of 127,072 plans)
- #11,123 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Rochester Friendly Home 403(b) Plan covers 365 participants in New York, about 46% of the average New York filer (state average ~798 per filing). Assets: $9M.
- $9M
- total plan assets (2023 EOY)
- 365
- covered participants
- 57th
- percentile by assets (of 127,072 plans)
- $25,716
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rochester Friendly Home 403(b) Plan reported net income rose from $68K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Rochester Friendly Home 403(b) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Rochester Friendly Home 403(b) Plan reported participants rose from 315 in the plan year 2022 filing to 365 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 Friendly Home 403(b) Plan reports 365 participants - about 46% of that state average ($9M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 160743132 |
| Plan Effective Date | 2008-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rochester Friendly Home)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 383 | $17M |
| 2023 | 2 | 425 | $9M |
| 2024 | 1 | 356 | $11M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
Rochester Friendly Home 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Rochester Friendly Home 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Rochester Friendly Home 403(b) Plan assets move in 2023? ▼
How have Rochester Friendly Home plan assets changed over time? ▼
Which Other plans are similar in size to Rochester Friendly Home 403(b) Plan? ▼
Next read for Rochester Friendly Home 403(b) Plan
Filing takeaways
Ways to act on Rochester Friendly Home 403(b) Plan's numbers.
- By total assets, Rochester Friendly Home 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Rochester Friendly Home's sponsor-wide assets have declined 34.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans