Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Highland Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Highland Hospital of Rochester · New York · Healthcare & Social Assistance

What the 2023 filing shows

Highland Retirement Plan holds $160M for 4,520 participants — about $35,411 per participant, up 22.9% over the 2024 plan year.

$160M
total plan assets (2024 EOY)
4,520
covered participants
$35,411
avg assets per participant
+22.9%
assets growth YoY
Total Assets (2023)
$160M
Participants
4,520
State
Industry
Healthcare & Social Assistance

What the Filing Says About Highland Retirement Plan

Highland Retirement Plan is a Profit Sharing retirement plan sponsored by Highland Hospital of Rochester, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $160M in total end-of-year assets and covers 4,520 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 160743037, and the plan has been effective since 2011-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $130M at the beginning of 2024 to $160M at year-end — a gain of 22.9%. Net assets (after liabilities) closed the year at $160M, with reported net income of $30M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$130M
Total Assets (End of Year)$160M
Net Assets (End of Year)$160M
Net Income$30M
Plan TypeProfit Sharing
Employer EIN160743037
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Highland Hospital of Rochester)

Year Plans Participants Total Assets
2022 2 3,661 $226M
2023 2 4,565 $268M
2024 2 4,910 $299M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Highland Retirement Plan?
As of the 2024 Form 5500 filing, Highland Retirement Plan holds $160M in total assets with 4,520 participants. It is sponsored by Highland Hospital of Rochester.
What type of plan is Highland Retirement Plan?
Highland Retirement Plan is a Profit Sharing plan. It has been effective since 2011-01-01. The plan is filed with the U.S. Department of Labor under EIN 160743037.
Who sponsors the Highland Retirement Plan?
Highland Retirement Plan is sponsored by Highland Hospital of Rochester, located in New York. The sponsor's EIN is 160743037 and the plan operates in the Healthcare & Social Assistance industry.
How did Highland Retirement Plan perform in 2024?
Highland Retirement Plan grew by 22.9% during 2024, moving from $130M to $160M in total assets. Net income was $30M.
Where can I find official filings for Highland Retirement Plan?
Official Form 5500 filings for Highland Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 160743037 or plan name at efast.dol.gov.
How does Highland Retirement Plan compare to other plans?
You can compare Highland Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 160743037.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.