Money Purchase · DOL Form 5500 · 2024
Lifespan of Greater Rochester Inc. Money Purchase Plan
Data updated 2026-08-11
- $5M
- Total assets
- 145
- Participants
- 42nd
- Percentile by assets
- $34,605
- Avg per participant
Official DOL plan name: Lifespan of Greater Rochester, Inc. Pension Plan · Sponsored by Lifespan of Greater Rochester Inc. · New York · Healthcare & Social Assistance
$5M in assets, 145 participants
Lifespan of Greater Rochester Inc.'s Lifespan of Greater Rochester, Inc. Pension Plan reported $5M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- 42nd percentile by assets (of 123,622 plans)
- #7,638 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Lifespan of Greater Rochester, Inc. Pension Plan covers 145 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $5M.
- $5M
- total plan assets (2024 EOY)
- 145
- covered participants
- 42nd
- percentile by assets (of 123,622 plans)
- $34,605
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lifespan of Greater Rochester, Inc. Pension Plan reported net income fell from $926K in the plan year 2023 filing to $275K in the plan year 2024 filing.
- Lifespan of Greater Rochester, Inc. Pension Plan reported participants rose from 117 in the plan year 2023 filing to 145 in the plan year 2024 filing.
- Lifespan of Greater Rochester, Inc. Pension Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Lifespan of Greater Rochester, Inc. Pension Plan reports 145 participants - about 18% of that state average ($5M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $275K |
| Employer EIN | 160986298 |
| Plan Effective Date | 1995-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lifespan of Greater Rochester Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 267 | $8M |
| 2023 | 2 | 291 | $10M |
| 2024 | 2 | 328 | $11M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Lifespan of Greater Rochester, Inc. Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Lifespan of Greater Rochester, Inc. Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Lifespan of Greater Rochester, Inc. Pension Plan assets move in 2024? ▼
How have Lifespan of Greater Rochester Inc. plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Lifespan of Greater Rochester, Inc. Pension Plan? ▼
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Filing takeaways
Ways to act on Lifespan of Greater Rochester, Inc. Pension Plan's numbers.
- By total assets, Lifespan of Greater Rochester, Inc. Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Lifespan of Greater Rochester Inc.'s sponsor-wide assets have grown 38.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans