Profit Sharing · DOL Form 5500 · 2024
Rochester Regional Health Profit Sharing Plan
Data updated 2026-07-24
- $987M
- Total assets
- 15,432
- Participants
- 98th
- Percentile by assets
- $63,958
- Avg per participant
Official DOL plan name: Rochester Regional Health 403(b) Defined Contribution Plan · Sponsored by Rochester Regional Health · New York · Healthcare & Social Assistance
$987M in assets, 15,432 participants
Rochester Regional Health's Rochester Regional Health 403(b) Defined Contribution Plan reported $987M in total assets and 15,432 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 116,472 plans)
Coverage in New York
Rochester Regional Health 403(b) Defined Contribution Plan covers 15,432 participants in New York, 19x the typical New York plan (state average ~795 per filing). Assets: $987M.
- $987M
- total plan assets (2024 EOY)
- 15,432
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $63,958
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rochester Regional Health 403(b) Defined Contribution Plan end-of-year assets rose from $861M in the plan year 2023 filing to $987M in the plan year 2024 filing.
- Rochester Regional Health 403(b) Defined Contribution Plan reported net income fell from $147M in the plan year 2023 filing to $126M in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Rochester Regional Health 403(b) Defined Contribution Plan reports 15,432 participants - 19x that state average ($987M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $861M |
|---|---|
| Net Assets (End of Year) | $987M |
| Net Income | $126M |
| Employer EIN | 471234999 |
| Plan Effective Date | 2017-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rochester Regional Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 17,055 | $778M |
| 2023 | 2 | 17,366 | $940M |
| 2024 | 2 | 17,378 | $1.1B |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Rochester Regional Health 403(b) Defined Contribution Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Mason Tenders District Council Annuity Fund $944M · 11,824
- Painting Industry Annuity Fund $884M · 5,414
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Rochester Regional Health 403(b) Defined Contribution Plan by total assets, not by location.
- I.a.M. National Plan (DC) $972M · 33,236
- The Emory Clinic, Inc. Retirement Savings Plan (GA) $1.0B · 2,448
- Dana-Farber Cancer Institute Retirement Plan (MA) $930M · 5,518
- Cedars-Sinai Defined Contribution (CA) $1.1B · 12,453
Frequently Asked Questions
How did Rochester Regional Health 403(b) Defined Contribution Plan assets move in 2024? ▼
How have Rochester Regional Health plan assets changed over time? ▼
Where does Rochester Regional Health 403(b) Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Rochester Regional Health 403(b) Defined Contribution Plan? ▼
Next read for Rochester Regional Health 403(b) Defined…
Filing takeaways
Ways to act on Rochester Regional Health 403(b) Defined Contribution Plan's numbers.
- By total assets, Rochester Regional Health 403(b) Defined Contribution Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Rochester Regional Health's sponsor-wide assets have grown 38.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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.