Other · DOL Form 5500 · 2023

Lifespan of Greater Rochester Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
174
Participants Small participant base
45th
Percentile by assets National rank
$29,128
Avg per participant Low balance/head
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Official DOL plan name: Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan · Sponsored by Lifespan of Greater Rochester Inc. · New York · Healthcare & Social Assistance

$5M in assets, 174 participants

Lifespan of Greater Rochester Inc.'s Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan reported $5M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,601 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan covers 174 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $5M.

#8,601
in Healthcare & Social Assistance (17,684 peers)
+33.1%
assets growth YoY

Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$5,068,295 45th percentile higher than 45% 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

Lifespan of Greater Rochester, Inc. 403(b) Retirement 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. Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan reported net income rose from -$432K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan reported participants rose from 151 in the plan year 2022 filing to 174 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 160986298 · Lifespan of Greater Rochester Inc. PY 2023 · Other

Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan · $5M · 174 · 45th

  • 5500 $5M
  • ASSETS 174
  • PCT 45th
  • EIN Other
  • RANK near Community Hospital of San Bernardino Tax Sheltered Annuity Plan
  • PHOTO ind #8601

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 →

Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan in the asset neighbourhood

The Advocacy Alliance Retirement PlanThe Advocacy Alliance Retire…$5MThe Eliza Jennings Senior Care Network Retirement Savings PlanThe Eliza Jennings Senior Ca…$5MHospice of Muskegon County Inc 403(b) Retirement PlanHospice of Muskegon County I…$5MLifespan of Greater Rochester, Inc. 403(b) Retirement PlanLifespan of Greater Rocheste…$5MCommunity Hospital of San Bernardino Tax Sheltered Annuity PlanCommunity Hospital of San Be…$5M
End-of-year total assets ($M) among Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN160986298
Plan Effective Date2001-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifespan of Greater Rochester Inc.)

Sponsor-wide plan assets over time

All Lifespan of Greater Rochester Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 38.65671299376442% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.63M $10.6M ▲ +38.7%
Year Plans Participants Total Assets
2022 2 267 $8M
2023 2 291 $10M
2024 2 328 $11M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan, Total assets ($B): 0.005068295 · Participants: 174Lifespan of Greater Rochester, Inc. 403(b) Retirement 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
Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Community Hospital of San Bernardino Tax Sheltered Annuity Plan in CA ($5M); by covered participants it is Kansas City Care Clinic Retirement Plan in MO (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan assets move in 2023? ▼
Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan surged - up 33.1% during 2023, from $4M to $5M. Reported net income was $1M.
How have Lifespan of Greater Rochester Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifespan of Greater Rochester Inc.'s sponsor-wide assets grew 38.7%, from $8M to $11M.
Which Other plans are similar in size to Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Community Hospital of San Bernardino Tax Sheltered Annuity Plan in CA ($5M, 75 participants).
Which Other plans cover a similar participant headcount to Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Kansas City Care Clinic Retirement Plan in MO (174 participants, $4M 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 160986298.

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.