401(k) · DOL Form 5500 · 2023

Red-Rochester, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
111
Participants Small participant base
67th
Percentile by assets National rank
$132,165
Avg per participant Near avg balance/head
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Official DOL plan name: Red-Rochester, LLC Retirement Plan · Sponsored by Red-Rochester, LLC · New York · Utilities

$15M in assets, 111 participants

Red-Rochester, LLC's Red-Rochester, LLC Retirement Plan reported $15M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #217 in Utilities (721 peers)

Coverage in New York

Red-Rochester, LLC Retirement Plan covers 111 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $15M.

#217
in Utilities (721 peers)
+24.0%
assets growth YoY

Red-Rochester, LLC Retirement Plan's outsized position by total assets

Red-Rochester, LLC Retirement Plan vs every filed plan by assets

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

$14,670,306 Top 33% higher than 67% 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

Red-Rochester, LLC 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. Red-Rochester, LLC Retirement Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Red-Rochester, LLC Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Red-Rochester, LLC Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Red-Rochester, LLC Retirement Plan reported participants fell from 113 in the plan year 2022 filing to 111 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 320399420 · Red-Rochester, LLC PY 2023 · 401(k)

Red-Rochester, LLC Retirement Plan · $15M · 111 · 67th

  • BOOK $15M
  • BOOK 111
  • BOOK 67th
  • BOOK 401(k)
  • BOOK near Butler Bros. 401(k) Plan
  • BOOK ind #217

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 Utilities retirement plans → · Plans in New York →

Red-Rochester, LLC Retirement Plan in the asset neighbourhood

Red-Rochester, LLC Retirement PlanRed-Rochester, LLC Retiremen…$15MButler Bros. 401(k) Plan$15MGreater Family Health 401(k) PlanGreater Family Health 401(k)…$15MOzarks Community Hospital 401(k) Profit Sharing PlanOzarks Community Hospital 40…$15MOffice Management Systems, Inc. 401(k) and Profit Sharing PlanOffice Management Systems, I…$15M
End-of-year total assets ($M) among Red-Rochester, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN320399420
Plan Effective Date2021-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Red-Rochester, LLC)

Sponsor-wide plan assets over time

All Red-Rochester, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 39.88693359581807% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.8M $16.6M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 113 $12M
2023 1 111 $15M
2024 1 117 $17M

Nearby 401(k) Plans in New York

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

Red-Rochester, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Red-Rochester, LLC Retirement Plan, Total assets ($B): 0.014670306 · Participants: 111Red-Rochester, LLC 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
Red-Rochester, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

Red-Rochester, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Butler Bros. 401(k) Plan in ME ($15M); by covered participants it is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Red-Rochester, LLC Retirement Plan assets move in 2023?
Red-Rochester, LLC Retirement Plan grew sharply - up 24.0% during 2023, from $12M to $15M. Reported net income was $3M.
How have Red-Rochester, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Red-Rochester, LLC's sponsor-wide assets grew 39.9%, from $12M to $17M.
Which 401(k) plans are similar in size to Red-Rochester, LLC Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Butler Bros. 401(k) Plan in ME ($15M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Red-Rochester, LLC Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants, $3M in assets).