Other · DOL Form 5500 · 2024
Rochester Friendly Home Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 192
- Participants Below avg headcount
- 33rd
- Percentile by assets National rank
- $13,946
- Avg per participant Low balance/head
Official DOL plan name: Cloverwood Senior Living Inc. 403(b) Plan · Sponsored by Rochester Friendly Home · New York · Healthcare & Social Assistance
$3M in assets, 192 participants
Rochester Friendly Home's Cloverwood Senior Living Inc. 403(b) Plan reported $3M in total assets and 192 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #5,457 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Cloverwood Senior Living Inc. 403(b) Plan covers 192 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $3M.
- #5,457
- in Healthcare & Social Assistance (16,916 peers)
- +21.6%
- assets growth YoY
Cloverwood Senior Living Inc. 403(b) Plan among the smaller filed plans by assets
Cloverwood Senior Living Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,677,612 33rd percentile higher than 33% 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
Cloverwood Senior Living Inc. 403(b) 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. Cloverwood Senior Living Inc. 403(b) Plan sits mid-pack in the medium band (192 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cloverwood Senior Living Inc. 403(b) Plan reported net income rose from $375K in the plan year 2023 filing to $476K in the plan year 2024 filing.
- Cloverwood Senior Living Inc. 403(b) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Cloverwood Senior Living Inc. 403(b) Plan reported participants rose from 181 in the plan year 2023 filing to 192 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 161597251 · Rochester Friendly Home PY 2024 · Other
Cloverwood Senior Living Inc. 403(b) Plan · $3M · 192 · 33rd
- PCT $3M
- EIN 192
- RANK 33rd
- PHOTO Other
- IND near Tax Deferred Annuity Plan
- EOY ind #5457
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 →
Cloverwood Senior Living Inc. 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $476K |
| Employer EIN | 161597251 |
| Plan Effective Date | 2008-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rochester Friendly Home)
Sponsor-wide plan assets over time
All Rochester Friendly Home plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 46.60937231364278% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $2M |
| 2023 | 1 | 181 | $2M |
| 2024 | 1 | 192 | $3M |
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
Cloverwood Senior Living Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Tax Deferred Annuity Plan in NJ ($3M); by covered participants it is Northeast Missouri Health Council 403b Plan in MO (192 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Tax Deferred Annuity Plan (NJ) $3M · 992
- Friendship Home of Lincoln, Inc. 403(b) Plan (NE) $3M · 42
- Episcopal Day School, Inc (NC) $3M · 40
- Gaston Residential Services Retirement Plan (NC) $3M · 135
Similar participant headcount
Nearest other-state filings by covered participants (192 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.