401(k) · DOL Form 5500 · 2023

Legal Aid Society of Rochester, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
95
Participants Small participant base
52nd
Percentile by assets National rank
$76,727
Avg per participant Below avg balance/head
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Official DOL plan name: The Legal Aid Society of Rochester, Inc. Retirement Plan · Sponsored by Legal Aid Society of Rochester, Inc. · New York · Professional & Technical Services

$7M in assets, 95 participants

Legal Aid Society of Rochester, Inc.'s The Legal Aid Society of Rochester, Inc. Retirement Plan reported $7M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,204 in Professional & Technical Services (20,321 peers)

Legal Aid Society of Rochester, Inc. multi-year trail

Legal Aid Society of Rochester, Inc.'s plans moved +41.6% in assets from 2022 to 2024; this filing shows The Legal Aid Society of Rochester, Inc. Retirement Plan at $7M / 95 participants.

#10,204
in Professional & Technical Services (20,321 peers)
+27.0%
assets growth YoY

The Legal Aid Society of Rochester, Inc. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Legal Aid Society of Rochester, Inc. Retirement Plan vs every filed plan by assets

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

$7,289,102 Top 48% higher than 52% 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

The Legal Aid Society of Rochester, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Legal Aid Society of Rochester, Inc. Retirement Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Legal Aid Society of Rochester, Inc. Retirement Plan reported net income rose from -$719K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Legal Aid Society of Rochester, Inc. Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Legal Aid Society of Rochester, Inc. Retirement Plan reported participants fell from 99 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 160743070 · Legal Aid Society of Rochester, Inc. PY 2023 · 401(k)

The Legal Aid Society of Rochester, Inc. Retirement Plan · $7M · 95 · 52nd

  • SCH $7M
  • EBSA 95
  • PART 52nd
  • TYPE 401(k)
  • NET near A. C. Legg Packing Company 401(k) Profit Sharing Plan
  • BOOK ind #10204

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 Professional & Technical Services retirement plans → · Plans in New York →

The Legal Aid Society of Rochester, Inc. Retirement Plan in the asset neighbourhood

The Legal Aid Society of Rochester, Inc. Retirement PlanThe Legal Aid Society of Roc…$7MA. C. Legg Packing Company 401(k) Profit Sharing PlanA. C. Legg Packing Company 4…$7MM.S. Machining Systems Profit Sharing PlanM.S. Machining Systems Profi…$7MSurya Carpet, Inc. 401(k) PlanSurya Carpet, Inc. 401(k) Pl…$7MLabovitz Enterprises & Affiliates 401(k) Savings & Investment PlanLabovitz Enterprises & Affil…$7M
End-of-year total assets ($M) among The Legal Aid Society of Rochester, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Legal Aid Society of Rochester, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Legal Aid Society of Rochester, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 41.64575779196709% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.74M $8.13M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 99 $6M
2023 1 95 $7M
2024 1 100 $8M

Legal Aid Society of Rochester, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN160743070
Plan Effective Date1990-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Legal Aid Society of Rochester, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Legal Aid Society of Rochester, Inc. Retirement Plan, Total assets ($B): 0.007289102 · Participants: 95The Legal Aid Society of Rochester, Inc. Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
The Legal Aid Society of Rochester, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Legal Aid Society of Rochester, Inc. Retirement Plan side-by-side with 3 peers →

The Legal Aid Society of Rochester, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is A. C. Legg Packing Company 401(k) Profit Sharing Plan in AL ($7M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 The Legal Aid Society of Rochester, Inc. Retirement Plan assets move in 2023? ▼
The Legal Aid Society of Rochester, Inc. Retirement Plan grew sharply - up 27.0% during 2023, from $6M to $7M. Reported net income was $2M.
How have Legal Aid Society of Rochester, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legal Aid Society of Rochester, Inc.'s sponsor-wide assets grew 41.6%, from $6M to $8M.
Which 401(k) plans are similar in size to The Legal Aid Society of Rochester, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is A. C. Legg Packing Company 401(k) Profit Sharing Plan in AL ($7M, 120 participants).
Which 401(k) plans cover a similar participant headcount to The Legal Aid Society of Rochester, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants, $3M 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 160743070.

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.