Profit Sharing · DOL Form 5500 · 2024
Rochester Regional Health Profit Sharing Plan
Data updated 2026-08-25
- $987M
- Total assets Above avg plan size
- 15,432
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $63,958
- Avg per participant Low balance/head
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.
- #16,673 in Healthcare & Social Assistance (16,916 peers)
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 ~798 per filing). Assets: $987M.
- #16,673
- in Healthcare & Social Assistance (16,916 peers)
- +14.6%
- assets growth YoY
- 9.9×
- vs typical plan assets (national mean)
Rochester Regional Health 403(b) Defined Contribution Plan's outsized position by total assets
Rochester Regional Health 403(b) Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$987,006,461 Top 2% higher than 98% 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
Rochester Regional Health 403(b) Defined Contribution Plan's mega-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 403(b) Defined Contribution Plan is a mega filing (15,432 participants), the rightmost band on the breakdown.
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.
Form 5500 schedule snapshot
Filing strip 471234999 · Rochester Regional Health PY 2024 · Profit Sharing
Rochester Regional Health 403(b) Defined Contribution Plan · $987M · 15,432 · 98th
- TYPE $987M
- TYPE 15,432
- TYPE 98th
- TYPE Profit Sharing
- TYPE near I.a.M. National Plan
- TYPE ind #16673
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 403(b) Defined Contribution Plan in the asset neighbourhood
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)
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
| 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.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- 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
Scale composition for Rochester Regional Health 403(b) Defined Contribution Plan
Rochester Regional Health 403(b) Defined Contribution Plan reports $987M in end-of-year assets across 15,432 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $63,958 per participant (46% of the national average assets-per-participant) . Net income for plan year 2024 was $126M.
This plan identity (EIN 471234999, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $715M to $987M (+38.1%) while covered participants moved from 15,215 to 15,432 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 15,215 | $715M | Open filing |
| 2023 | 15,433 | $861M | Open filing |
| 2024 · index core | 15,432 | $987M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Rochester Regional Health 401(k) Defined Contribution Plan (401(k), $93M, 1,946 participants)
Rochester Regional Health 403(b) Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is I.a.M. National Plan in DC ($972M); by covered participants it is Mid-America Carpenters Regional Council Supplemental Retirement Plan in IL (15,593 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($987M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (15,432 participants); asset peers above are excluded.
- Mid-America Carpenters Regional Council Supplemental Retirement Plan (IL) 15,593 · 161 off
- Indiana Laborers Defined Contribution Trust Fund (IN) 15,644 · 212 off
- St. Luke's Health Network Defined Contribution Plan (PA) 15,648 · 216 off
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan (FL) 16,046 · 614 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.