Other · DOL Form 5500 · 2024

Lifespan of Greater Rochester Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
183
Participants Below avg headcount
44th
Percentile by assets National rank
$30,378
Avg per participant Low balance/head
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Official DOL plan name: Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan · Sponsored by Lifespan of Greater Rochester Inc. · New York · Healthcare & Social Assistance

$6M in assets, 183 participants

Lifespan of Greater Rochester Inc.'s Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan reported $6M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,006 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan covers 183 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $6M.

#8,006
in Healthcare & Social Assistance (16,916 peers)
+9.7%
assets growth YoY

Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$5,559,083 44th percentile higher than 44% 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

Lifespan of Greater Rochester, Inc. 403(b) 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. Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $491K in the plan year 2024 filing.
  • Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan reported participants rose from 174 in the plan year 2023 filing to 183 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 160986298 · Lifespan of Greater Rochester Inc. PY 2024 · Other

Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan · $6M · 183 · 44th

  • EIN $6M
  • EIN 183
  • EIN 44th
  • EIN Other
  • EIN near Coram Deo Academy 403(b)Retirement Plan
  • EIN ind #8006

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 →

Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan in the asset neighbourhood

Lifespan of Greater Rochester, Inc. 403(b) Retirement PlanLifespan of Greater Rocheste…$6MCoram Deo Academy 403(b)Retirement PlanCoram Deo Academy 403(b)Reti…$6MBehavioral Health Resources Retirement PlanBehavioral Health Resources …$6MPortland Community Health Center 403(b) PlanPortland Community Health Ce…$6MSteinberg's Inc Employees' Pension PlanSteinberg's Inc Employees' P…$6M
End-of-year total assets ($M) among Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$491K
Employer EIN160986298
Plan Effective Date2001-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifespan of Greater Rochester Inc.)

Sponsor-wide plan assets over time

All Lifespan of Greater Rochester Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 38.65671299376442% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.63M $10.6M ▲ +38.7%
Year Plans Participants Total Assets
2022 2 267 $8M
2023 2 291 $10M
2024 2 328 $11M

Nearby Other Plans in New York

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

Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan, Total assets ($B): 0.005559083 · Participants: 183Lifespan of Greater Rochester, Inc. 403(b) Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Coram Deo Academy 403(b)Retirement Plan in TX ($6M); by covered participants it is Rfe/Rl, Inc. US Retirement Savings Plan in DC (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan assets move in 2024? ▼
Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan grew at a solid clip - up 9.7% during 2024, from $5M to $6M. Reported net income was $491K.
How have Lifespan of Greater Rochester Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifespan of Greater Rochester Inc.'s sponsor-wide assets grew 38.7%, from $8M to $11M.
Which Other plans are similar in size to Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Coram Deo Academy 403(b)Retirement Plan in TX ($6M, 339 participants).
Which Other plans cover a similar participant headcount to Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Rfe/Rl, Inc. US Retirement Savings Plan in DC (183 participants, $58M 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 160986298.

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.