Other · DOL Form 5500 · 2024
Aquinas Institute of Rochester Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 118
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $142,647
- Avg per participant Near avg balance/head
Official DOL plan name: Aquinas Institute of Rochester Retirement Plan · Sponsored by Aquinas Institute of Rochester · New York · Educational Services
$17M in assets, 118 participants
Aquinas Institute of Rochester's Aquinas Institute of Rochester Retirement Plan reported $17M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #1,798 in Educational Services (3,638 peers)
Coverage in New York
Aquinas Institute of Rochester Retirement Plan covers 118 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $17M.
- #1,798
- in Educational Services (3,638 peers)
- +6.5%
- assets growth YoY
Aquinas Institute of Rochester Retirement Plan's outsized position by total assets
Aquinas Institute of Rochester Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,832,383 Top 33% higher than 67% 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
Aquinas Institute of Rochester Retirement Plan 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. Aquinas Institute of Rochester Retirement Plan sits mid-pack in the medium band (118 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aquinas Institute of Rochester Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Aquinas Institute of Rochester Retirement Plan reported participants rose from 108 in the plan year 2023 filing to 118 in the plan year 2024 filing.
- Aquinas Institute of Rochester Retirement Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 160743904 · Aquinas Institute of Rochester PY 2024 · Other
Aquinas Institute of Rochester Retirement Plan · $17M · 118 · 67th
- TYPE $17M
- TYPE 118
- TYPE 67th
- TYPE Other
- TYPE near 403(b) Thrift Plan of Yakima Neighborhood Health Services
- TYPE ind #1798
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 →
Aquinas Institute of Rochester Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $1M |
| Employer EIN | 160743904 |
| Plan Effective Date | 1993-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aquinas Institute of Rochester)
Sponsor-wide plan assets over time
All Aquinas Institute of Rochester plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 20.9239422089813% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 114 | $14M |
| 2023 | 1 | 108 | $16M |
| 2024 | 1 | 118 | $17M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Aquinas Institute of Rochester Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is 403(b) Thrift Plan of Yakima Neighborhood Health Services in WA ($17M); by covered participants it is Preferred Home Services, LLC in SC (118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- 403(b) Thrift Plan of Yakima Neighborhood Health Services (WA) $17M · 343
- The Notre Dame Preparatory School Tax Deferred Annuity Plan (MD) $17M · 175
- Meadowood Corporation 403(b) Retirement Plan (PA) $17M · 420
- St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan (GA) $17M · 200
Similar participant headcount
Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.
- Preferred Home Services, LLC (SC) 118 · 0 off
- Familyaid Boston 403b Retirement Plan (MA) 118 · 0 off
- Kootenai Clinic 403(b) Plan (ID) 118 · 0 off
- Lieber Institute, Inc. 403(b) Plan (MD) 118 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.