Other · DOL Form 5500 · 2023

Rochester Friendly Home Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
365
Participants Below avg headcount
57th
Percentile by assets National rank
$25,716
Avg per participant Low balance/head
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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.

  • #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.

#11,123
in Healthcare & Social Assistance (17,684 peers)
+31.1%
assets growth YoY

Rochester Friendly Home 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Rochester Friendly Home 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,386,174 Top 43% higher than 57% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Rochester Friendly Home 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. Rochester Friendly Home 403(b) Plan sits mid-pack in the medium band (365 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 160743132 · Rochester Friendly Home PY 2023 · Other

Rochester Friendly Home 403(b) Plan · $9M · 365 · 57th

  • TYPE $9M
  • NET 365
  • BOOK 57th
  • VS-ST Other
  • BOY near Latham Centers Retirement Plan
  • SCH ind #11123

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 →

Rochester Friendly Home 403(b) Plan in the asset neighbourhood

Rochester Friendly Home 403(b) PlanRochester Friendly Home 403(…$9MLatham Centers Retirement PlanLatham Centers Retirement Pl…$9M403b Plan Employees of Vistability403b Plan Employees of Vista…$9MMuseum of Contemporary Art 403(b) Tax Deferred Annuity PlanMuseum of Contemporary Art 4…$9MHillwood Estate, Museum & Gardens 403(b) PlanHillwood Estate, Museum & Ga…$9M
End-of-year total assets ($M) among Rochester Friendly Home 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN160743132
Plan Effective Date2008-10-01
Filing StatusFILING 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
$11M 34.12366735484477% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $16.6M $11M ▼ -34.1%
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 Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Rochester Friendly Home 403(b) Plan, Total assets ($B): 0.009386174 · Participants: 365Rochester Friendly Home 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Rochester Friendly Home 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Rochester Friendly Home 403(b) Plan side-by-side with 3 peers →

Rochester Friendly Home 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Latham Centers Retirement Plan in MA ($9M); by covered participants it is Life Care Pastoral Services Tax Sheltered Annuity Plan in FL (365 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (365 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rochester Friendly Home 403(b) Plan assets move in 2023? ▼
Rochester Friendly Home 403(b) Plan surged - up 31.1% during 2023, from $7M to $9M. Reported net income was $2M.
How have Rochester Friendly Home plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rochester Friendly Home's sponsor-wide assets declined 34.1%, from $17M to $11M.
Which Other plans are similar in size to Rochester Friendly Home 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Latham Centers Retirement Plan in MA ($9M, 251 participants).
Which Other plans cover a similar participant headcount to Rochester Friendly Home 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Life Care Pastoral Services Tax Sheltered Annuity Plan in FL (365 participants, $6M in assets).

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 160743132.

Read our methodology - how this data is sourced, computed, and verified.

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