Money Purchase · DOL Form 5500 · 2023

Lifespan of Greater Rochester Inc. Money Purchase Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
117
Participants Small participant base
43rd
Percentile by assets National rank
$40,532
Avg per participant Low balance/head
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Official DOL plan name: Lifespan of Greater Rochester, Inc. Pension Plan · Sponsored by Lifespan of Greater Rochester Inc. · New York · Healthcare & Social Assistance

$5M in assets, 117 participants

Lifespan of Greater Rochester Inc.'s Lifespan of Greater Rochester, Inc. Pension Plan reported $5M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,299 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Lifespan of Greater Rochester, Inc. Pension Plan covers 117 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $5M.

#8,299
in Healthcare & Social Assistance (17,684 peers)
+24.1%
assets growth YoY

Lifespan of Greater Rochester, Inc. Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lifespan of Greater Rochester, Inc. Pension Plan vs every filed plan by assets

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

$4,742,256 43rd percentile higher than 43% 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. Pension 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. Pension Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lifespan of Greater Rochester, Inc. Pension Plan reported net income rose from -$83K in the plan year 2022 filing to $926K in the plan year 2023 filing.
  • Lifespan of Greater Rochester, Inc. Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M 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 · Money Purchase

Lifespan of Greater Rochester, Inc. Pension Plan · $5M · 117 · 43rd

  • PCT $5M
  • EIN 117
  • RANK 43rd
  • PHOTO Money Purchase
  • IND near Jewish Federation Council of Greater Los Angeles Defined Contribution Plan
  • EOY ind #8299

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. Pension Plan in the asset neighbourhood

Crossroads Rehabilitation Center Inc. Employees Pension PlanCrossroads Rehabilitation Ce…$5MLifespan of Greater Rochester, Inc. Pension PlanLifespan of Greater Rocheste…$5MJewish Federation Council of Greater Los Angeles Defined Contribution PlanJewish Federation Council of…$5MThe Wadsworth Atheneum Money Purchase Pension PlanThe Wadsworth Atheneum Money…$5MTeamsters Local Union No 572 Retirement Benefit PlTeamsters Local Union No 572…$5M
End-of-year total assets ($M) among Lifespan of Greater Rochester, Inc. Pension Plan and nearest nationwide Money Purchase 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$926K
Employer EIN160986298
Plan Effective Date1995-11-01
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 Money Purchase Plans in New York

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

Lifespan of Greater Rochester, Inc. Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Lifespan of Greater Rochester, Inc. Pension Plan, Total assets ($B): 0.004742256 · Participants: 117Lifespan of Greater Rochester, Inc. Pension PlanTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Lifespan of Greater Rochester, Inc. Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Lifespan of Greater Rochester, Inc. Pension Plan side-by-side with 3 peers →

Lifespan of Greater Rochester, Inc. Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Jewish Federation Council of Greater Los Angeles Defined Contribution Plan in CA ($5M); by covered participants it is Redwood Credit Union Target Benefit Plan in CA (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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. Pension Plan assets move in 2023? ▼
Lifespan of Greater Rochester, Inc. Pension Plan grew sharply - up 24.1% during 2023, from $4M to $5M. Reported net income was $926K.
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 Money Purchase plans are similar in size to Lifespan of Greater Rochester, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Jewish Federation Council of Greater Los Angeles Defined Contribution Plan in CA ($5M, 77 participants).
Which Money Purchase plans cover a similar participant headcount to Lifespan of Greater Rochester, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Redwood Credit Union Target Benefit Plan in CA (117 participants, $33M 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.