401(k) · DOL Form 5500 · 2024
United Way of Greater Rochester and the Finger Lakes 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 110
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $127,926
- Avg per participant Near avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc. · Sponsored by United Way of Greater Rochester and the Finger Lakes · New York · Healthcare & Social Assistance
$14M in assets, 110 participants
United Way of Greater Rochester and the Finger Lakes's 403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc. reported $14M in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #11,529 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc. covers 110 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $14M.
- #11,529
- in Healthcare & Social Assistance (16,916 peers)
- +10.1%
- assets growth YoY
403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,071,815 Top 37% higher than 63% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc. among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc. sits mid-pack in the medium band (110 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc. reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc. reported participants rose from 93 in the plan year 2023 filing to 110 in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc. end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
DOL schedule card
Filing strip 161015782 · United Way of Greater Rochester and the Finger Lakes PY 2024 · 401(k)
403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc. · $14M · 110 · 63rd
- EOY $14M
- 5500 110
- ASSETS 63rd
- PCT 401(k)
- EIN near Heart Institute of East Texas P. a. Employees Retirement Plan
- RANK ind #11529
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 →
403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc. in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $1M |
| Employer EIN | 161015782 |
| Plan Effective Date | 1980-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Way of Greater Rochester and the Finger Lakes)
Sponsor-wide plan assets over time
All United Way of Greater Rochester and the Finger Lakes plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 32.59213890034164% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 94 | $21M |
| 2023 | 1 | 93 | $13M |
| 2024 | 1 | 110 | $14M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
403(b) Thrift Plan for Employees of United Way of Greater Rochester and the Finger Lakes, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Heart Institute of East Texas P. a. Employees Retirement Plan in TX ($14M); by covered participants it is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (110 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.