Profit Sharing · DOL Form 5500 · 2024

Rochester Philharmonic Orchestra, Inc. Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
220
Participants Below avg headcount
56th
Percentile by assets National rank
$45,655
Avg per participant Low balance/head
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Official DOL plan name: Rochester Philharmonic Orchestra, Inc. Retirement Plan · Sponsored by Rochester Philharmonic Orchestra, Inc. · New York · Arts, Entertainment & Recreation

$10M in assets, 220 participants

Rochester Philharmonic Orchestra, Inc.'s Rochester Philharmonic Orchestra, Inc. Retirement Plan reported $10M in total assets and 220 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #2,115 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in New York

Rochester Philharmonic Orchestra, Inc. Retirement Plan covers 220 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $10M.

#2,115
in Arts, Entertainment & Recreation (2,921 peers)
+17.1%
assets growth YoY

Rochester Philharmonic Orchestra, Inc. Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Rochester Philharmonic Orchestra, Inc. Retirement Plan vs every filed plan by assets

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

$10,044,072 Top 44% higher than 56% 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 Philharmonic Orchestra, Inc. 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. Rochester Philharmonic Orchestra, Inc. Retirement Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rochester Philharmonic Orchestra, Inc. Retirement Plan reported participants rose from 177 in the plan year 2023 filing to 220 in the plan year 2024 filing.
  • Rochester Philharmonic Orchestra, Inc. Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 160765613 · Rochester Philharmonic Orchestra, Inc. PY 2024 · Profit Sharing

Rochester Philharmonic Orchestra, Inc. Retirement Plan · $10M · 220 · 56th

  • SCH $10M
  • SCH 220
  • SCH 56th
  • SCH Profit Sharing
  • SCH near Panorama Retirement Plan and Trust
  • SCH ind #2115

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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →

Rochester Philharmonic Orchestra, Inc. Retirement Plan in the asset neighbourhood

Evangelical Christian School Employees' Retirement PlanEvangelical Christian School…$10MFoundation for Blind Children 403(b) DC PlanFoundation for Blind Childre…$10MRochester Philharmonic Orchestra, Inc. Retirement PlanRochester Philharmonic Orche…$10MPanorama Retirement Plan and TrustPanorama Retirement Plan and…$10MLuther Home of Mercy Retirement Savings PlanLuther Home of Mercy Retirem…$10M
End-of-year total assets ($M) among Rochester Philharmonic Orchestra, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN160765613
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rochester Philharmonic Orchestra, Inc.)

Sponsor-wide plan assets over time

All Rochester Philharmonic Orchestra, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 40.463722748638865% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.15M $10M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 161 $7M
2023 1 177 $9M
2024 1 220 $10M

Nearby Profit Sharing Plans in New York

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

Rochester Philharmonic Orchestra, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Rochester Philharmonic Orchestra, Inc. Retirement Plan, Total assets ($B): 0.010044072 · Participants: 220Rochester Philharmonic Orchestra, Inc. Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Rochester Philharmonic Orchestra, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Rochester Philharmonic Orchestra, Inc. Retirement Plan side-by-side with 3 peers →

Rochester Philharmonic Orchestra, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Panorama Retirement Plan and Trust in WA ($10M); by covered participants it is Ball Homes, LLC Retirement Plan in KY (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Philharmonic Orchestra, Inc. Retirement Plan assets move in 2024? ▼
Rochester Philharmonic Orchestra, Inc. Retirement Plan grew sharply - up 17.1% during 2024, from $9M to $10M. Reported net income was $1M.
How have Rochester Philharmonic Orchestra, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rochester Philharmonic Orchestra, Inc.'s sponsor-wide assets grew 40.5%, from $7M to $10M.
Which Profit Sharing plans are similar in size to Rochester Philharmonic Orchestra, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Panorama Retirement Plan and Trust in WA ($10M, 250 participants).
Which Profit Sharing plans cover a similar participant headcount to Rochester Philharmonic Orchestra, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ball Homes, LLC Retirement Plan in KY (220 participants, $39M 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 160765613.

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.