Other · DOL Form 5500 · 2023

University of Rochester Retirement Plan

Data updated 2026-08-25

$7.2B
Total assets Very large vs avg
28,970
Participants Very large workforce
100th
Percentile by assets National rank
$249,028
Avg per participant Above avg balance/head
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Official DOL plan name: University of Rochester Retirement Program · Sponsored by University of Rochester · New York · Educational Services

$7.2B in assets, 28,970 participants

University of Rochester's University of Rochester Retirement Program reported $7.2B in total assets and 28,970 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #3,731 in Educational Services (3,735 peers)

Coverage in New York

University of Rochester Retirement Program covers 28,970 participants in New York, 36x the typical New York plan (state average ~798 per filing). Assets: $7.2B.

#3,731
in Educational Services (3,735 peers)
+13.4%
assets growth YoY
72×
vs typical plan assets (national mean)

University of Rochester Retirement Program's outsized position by total assets

University of Rochester Retirement Program vs every filed plan by assets

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

$7,214,339,559 Highest reported value at or above every one 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

University of Rochester Retirement Program's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Rochester Retirement Program is a mega filing (28,970 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University of Rochester Retirement Program reported net income rose from $701M in the plan year 2022 filing to $852M in the plan year 2023 filing.
  • University of Rochester Retirement Program end-of-year assets rose from $6.4B in the plan year 2022 filing to $7.2B in the plan year 2023 filing.
  • University of Rochester Retirement Program reported participants rose from 27,581 in the plan year 2022 filing to 28,970 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 160743209 · University of Rochester PY 2023 · Other

University of Rochester Retirement Program · $7.2B · 28,970 · 100th

  • BOOK $7.2B
  • BOOK 28,970
  • BOOK 100th
  • BOOK Other
  • BOOK near Yale University Retirement Account Plan
  • BOOK ind #3731

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 Educational Services retirement plans → · Plans in New York →

University of Rochester Retirement Program in the asset neighbourhood

Johns Hopkins University 403(b) PlanJohns Hopkins University 403…$7.8BCleveland Clinic Savings and Investment PlanCleveland Clinic Savings and…$7.5BYale University Retirement Account PlanYale University Retirement A…$7.4BUniversity of Rochester Retirement ProgramUniversity of Rochester Reti…$7.2BWashington University Retirement Savings PlanWashington University Retire…$6.7B
End-of-year total assets ($B) among University of Rochester Retirement Program and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$6.4B
Net Assets (End of Year)$7.2B
Net Income$852M
Employer EIN160743209
Plan Effective Date1921-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Rochester)

Sponsor-wide plan assets over time

All University of Rochester plans reported in each filing year

Latest sponsor-wide plan assets
$8.0B 25.768496976688255% vs 2022
2024 filing year
$6B$6.5B$7B$7.5B$8B$8.5B 202220232024 $6.36B $8B ▲ +25.8%
Year Plans Participants Total Assets
2022 1 27,581 $6.4B
2023 1 28,970 $7.2B
2024 1 30,335 $8.0B

Nearby Other Plans in New York

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

University of Rochester Retirement Program vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. 0100002000030000400005000060000 4681012 Total assets ($B) Participants University of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramNorthwell 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 PlanMemorial 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 UniversityNew York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration, Total assets ($B): 4.876044145 · Participants: 10107New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration
University of Rochester Retirement Program vs. nearby Other plans in New York, assets vs. participants
Compare University of Rochester Retirement Program side-by-side with 3 peers →

Scale composition for University of Rochester Retirement Program

University of Rochester Retirement Program reports $7.2B in end-of-year assets across 28,970 participants (0.059% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.031% of 93,925,755 covered participants) - about $249,028 per participant (1.8x the national average assets-per-participant) . Net income for plan year 2023 was $852M.

This plan identity (EIN 160743209, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $6.4B to $8.0B (+25.8%) while covered participants moved from 27,581 to 30,335 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 27,581 $6.4B Open filing
2023 28,970 $7.2B This page
2024 · index core 30,335 $8.0B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

University of Rochester Retirement Program's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Yale University Retirement Account Plan in CT ($7.4B); by covered participants it is Rwjbarnabas Health 403(b) Savings Plan in NJ (28,672 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (28,970 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 University of Rochester Retirement Program assets move in 2023? ▼
University of Rochester Retirement Program grew at a solid clip - up 13.4% during 2023, from $6.4B to $7.2B. Reported net income was $852M.
How have University of Rochester plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Rochester's sponsor-wide assets grew 25.8%, from $6.4B to $8.0B.
Where does University of Rochester Retirement Program rank by assets among Form 5500 filers? ▼
University of Rochester Retirement Program ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Other plans are similar in size to University of Rochester Retirement Program? ▼
Among Other plans in other states, the closest by assets is Yale University Retirement Account Plan in CT ($7.4B, 12,259 participants).
Which Other plans cover a similar participant headcount to University of Rochester Retirement Program? ▼
Among Other plans in other states, the closest by covered participants is Rwjbarnabas Health 403(b) Savings Plan in NJ (28,672 participants, $1.3B 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 160743209.

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.