401(k) · DOL Form 5500 · 2024

Rochester Regional Health 401(k) Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
1,946
Participants Near avg headcount
90th
Percentile by assets National rank
$47,547
Avg per participant Low balance/head
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Official DOL plan name: Rochester Regional Health 401(k) Defined Contribution Plan · Sponsored by Rochester Regional Health · New York · Healthcare & Social Assistance

$93M in assets, 1,946 participants

Rochester Regional Health's Rochester Regional Health 401(k) Defined Contribution Plan reported $93M in total assets and 1,946 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,415 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Rochester Regional Health 401(k) Defined Contribution Plan covers 1,946 participants in New York, 2.4x the typical New York plan (state average ~798 per filing). Assets: $93M.

#15,415
in Healthcare & Social Assistance (16,916 peers)
+18.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Rochester Regional Health 401(k) Defined Contribution Plan's outsized position by total assets

Rochester Regional Health 401(k) Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$92,525,972 Top 10% higher than 90% of 123,620 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 2024

Rochester Regional Health 401(k) Defined Contribution Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rochester Regional Health 401(k) Defined Contribution Plan lands in the large band (1,946 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rochester Regional Health 401(k) Defined Contribution Plan end-of-year assets rose from $78M in the plan year 2023 filing to $93M in the plan year 2024 filing.
  • Rochester Regional Health 401(k) Defined Contribution Plan reported net income fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Rochester Regional Health 401(k) Defined Contribution Plan reported participants rose from 1,933 in the plan year 2023 filing to 1,946 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 471234999 · Rochester Regional Health PY 2024 · 401(k)

Rochester Regional Health 401(k) Defined Contribution Plan · $93M · 1,946 · 90th

  • EBSA $93M
  • EBSA 1,946
  • EBSA 90th
  • EBSA 401(k)
  • EBSA near Uvp Management, LLC 401(k) Profit Sharing Plan
  • EBSA ind #15415

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 →

Rochester Regional Health 401(k) Defined Contribution Plan in the asset neighbourhood

Central Processing Corp. Retirement PlanCentral Processing Corp. Ret…$93MEverbridge, Inc. 401(k) Profit Sharing Plan & TrustEverbridge, Inc. 401(k) Prof…$93MRochester Regional Health 401(k) Defined Contribution PlanRochester Regional Health 40…$93MUvp Management, LLC 401(k) Profit Sharing PlanUvp Management, LLC 401(k) P…$93MIntrado 401(k) Plan$92M
End-of-year total assets ($M) among Rochester Regional Health 401(k) Defined Contribution Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$93M
Net Income$14M
Employer EIN471234999
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rochester Regional Health)

Sponsor-wide plan assets over time

All Rochester Regional Health plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 38.773500194118945% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.78B $1.08B ▲ +38.5%
Year Plans Participants Total Assets
2022 2 17,055 $778M
2023 2 17,366 $940M
2024 2 17,378 $1.1B

Nearby 401(k) Plans in New York

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

Rochester Regional Health 401(k) Defined Contribution Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Rochester Regional Health 401(k) Defined Contribution Plan, Total assets ($B): 0.092525972 · Participants: 1946Rochester Regional Health 401(k) Defined Contribution PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Rochester Regional Health 401(k) Defined Contribution Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rochester Regional Health 401(k) Defined Contribution Plan side-by-side with 3 peers →

Rochester Regional Health 401(k) Defined Contribution Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Uvp Management, LLC 401(k) Profit Sharing Plan in TX ($93M); by covered participants it is Point72, L.P. 401(k) Plan in CT (1,946 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($93M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,946 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.

Frequently Asked Questions

How did Rochester Regional Health 401(k) Defined Contribution Plan assets move in 2024? ▼
Rochester Regional Health 401(k) Defined Contribution Plan grew sharply - up 18.1% during 2024, from $78M to $93M. Reported net income was $14M.
How have Rochester Regional Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rochester Regional Health's sponsor-wide assets grew 38.8%, from $778M to $1.1B.
Where does Rochester Regional Health 401(k) Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Rochester Regional Health 401(k) Defined Contribution Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Rochester Regional Health 401(k) Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by assets is Uvp Management, LLC 401(k) Profit Sharing Plan in TX ($93M, 1,438 participants).
Which 401(k) plans cover a similar participant headcount to Rochester Regional Health 401(k) Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Point72, L.P. 401(k) Plan in CT (1,946 participants, $582M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 471234999.

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.