Defined Benefit (Pension) · DOL Form 5500 · 2024

Rochester General Health System Pension Plan

Data updated 2026-08-25

$717M
Total assets Above avg plan size
8,078
Participants Very large workforce
98th
Percentile by assets National rank
$88,766
Avg per participant Below avg balance/head
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Official DOL plan name: Rochester General Health System Employee Retirement Plan · Sponsored by Rochester General Health System · New York · Healthcare & Social Assistance

$717M in assets, 8,078 participants

Rochester General Health System's Rochester General Health System Employee Retirement Plan reported $717M in total assets and 8,078 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.

  • #16,565 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Rochester General Health System Employee Retirement Plan covers 8,078 participants in New York, 10x the typical New York plan (state average ~798 per filing). Assets: $717M.

#16,565
in Healthcare & Social Assistance (16,916 peers)
+19.3%
assets growth YoY
7.2×
vs typical plan assets (national mean)

Rochester General Health System Employee Retirement Plan's outsized position by total assets

Rochester General Health System Employee Retirement Plan vs every filed plan by assets

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

$717,052,267 Top 2% higher than 98% 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 General Health System Employee Retirement 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 General Health System Employee Retirement Plan lands in the large band (8,078 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rochester General Health System Employee Retirement Plan reported net income rose from $49M in the plan year 2023 filing to $113M in the plan year 2024 filing.
  • Rochester General Health System Employee Retirement Plan end-of-year assets rose from $601M in the plan year 2023 filing to $717M in the plan year 2024 filing.
  • Rochester General Health System Employee Retirement Plan reported participants rose from 7,969 in the plan year 2023 filing to 8,078 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 222551509 · Rochester General Health System PY 2024 · Defined Benefit (Pension)

Rochester General Health System Employee Retirement Plan · $717M · 8,078 · 98th

  • PART $717M
  • TYPE 8,078
  • NET 98th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Stanley Black & Decker Pension Plan
  • BOY ind #16565

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 General Health System Employee Retirement Plan in the asset neighbourhood

Joint Pension Fund of Local Union No 102Joint Pension Fund of Local …$718MStanley Black & Decker Pension PlanStanley Black & Decker Pensi…$718MRochester General Health System Employee Retirement PlanRochester General Health Sys…$717MFox Valley and Vicinity Laborers Pension FundFox Valley and Vicinity Labo…$716MChs Inc. Pension Plan$714M
End-of-year total assets ($M) among Rochester General Health System Employee Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$601M
Net Assets (End of Year)$714M
Net Income$113M
Employer EIN222551509
Plan Effective Date1968-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rochester General Health System)

Sponsor-wide plan assets over time

All Rochester General Health System plans reported in each filing year

Latest sponsor-wide plan assets
$717M 28.772051681699047% vs 2022
2024 filing year
$500M$550M$600M$650M$700M$750M 202220232024 $557M $717M ▲ +28.8%
Year Plans Participants Total Assets
2022 1 7,714 $557M
2023 1 7,969 $601M
2024 1 8,078 $717M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Rochester General Health System Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -505101520 Total assets ($B) Participants Rochester General Health System Employee Retirement Plan, Total assets ($B): 0.717052267 · Participants: 8078Rochester General Health System Employee Retirement PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Rochester General Health System Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Rochester General Health System Employee Retirement Plan side-by-side with 3 peers →

Scale composition for Rochester General Health System Employee Retirement Plan

Rochester General Health System Employee Retirement Plan reports $717M in end-of-year assets across 8,078 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $88,766 per participant (64% of the national average assets-per-participant) . Net income for plan year 2024 was $113M.

This plan identity (EIN 222551509, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $557M to $717M (+28.8%) while covered participants moved from 7,714 to 8,078 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,714 $557M Open filing
2023 7,969 $601M Open filing
2024 · index core 8,078 $717M This page

Rochester General Health System Employee Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Stanley Black & Decker Pension Plan in MD ($718M); by covered participants it is Bae Systems Employees' Retirement Plan in VA (8,058 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($717M here).

Similar participant headcount

Nearest other-state filings by covered participants (8,078 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 General Health System Employee Retirement Plan assets move in 2024? ▼
Rochester General Health System Employee Retirement Plan grew sharply - up 19.3% during 2024, from $601M to $717M. Reported net income was $113M.
How have Rochester General Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rochester General Health System's sponsor-wide assets grew 28.8%, from $557M to $717M.
Where does Rochester General Health System Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Rochester General Health System Employee Retirement Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Rochester General Health System Employee Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Stanley Black & Decker Pension Plan in MD ($718M, 781 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rochester General Health System Employee Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bae Systems Employees' Retirement Plan in VA (8,058 participants, $3.2B 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 222551509.

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.