Money Purchase · DOL Form 5500 · 2024

Lifespan of Greater Rochester Inc. Money Purchase Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
145
Participants Small participant base
42nd
Percentile by assets National rank
$34,605
Avg per participant Low balance/head
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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.

  • #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.

#7,638
in Healthcare & Social Assistance (16,916 peers)
+5.8%
assets growth YoY

Lifespan of Greater Rochester, Inc. Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lifespan of Greater Rochester, Inc. Pension Plan vs every filed plan by assets

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

$5,017,658 42nd percentile higher than 42% 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. Pension 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. Pension Plan sits mid-pack in the medium band (145 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

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

Lifespan of Greater Rochester, Inc. Pension Plan · $5M · 145 · 42nd

  • VS-ST $5M
  • VS-ST 145
  • VS-ST 42nd
  • VS-ST Money Purchase
  • VS-ST near Salisbury & Ryan LLP
  • VS-ST ind #7638

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. Pension Plan in the asset neighbourhood

Teamsters Local Union No 572 Retirement Benefit PlTeamsters Local Union No 572…$5MNorth American Construction LP Davis-Bacon Pension Plan and TrustNorth American Construction …$5MChadron Community Hospital and Health Services Employees Retirement PlanChadron Community Hospital a…$5MSalisbury & Ryan LLP$5MLifespan of Greater Rochester, Inc. Pension PlanLifespan of Greater Rocheste…$5M
End-of-year total assets ($M) among Lifespan of Greater Rochester, Inc. Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$275K
Employer EIN160986298
Plan Effective Date1995-11-01
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 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 Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Lifespan of Greater Rochester, Inc. Pension Plan, Total assets ($B): 0.005017658 · Participants: 145Lifespan of Greater Rochester, Inc. Pension PlanTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Lifespan of Greater Rochester, Inc. Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Lifespan of Greater Rochester, Inc. Pension Plan side-by-side with 3 peers →

Lifespan of Greater Rochester, Inc. Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Salisbury & Ryan LLP in FL ($5M); by covered participants it is Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan in TX (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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. Pension Plan assets move in 2024? ▼
Lifespan of Greater Rochester, Inc. Pension Plan grew at a solid clip - up 5.8% during 2024, from $5M to $5M. Reported net income was $275K.
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 Money Purchase plans are similar in size to Lifespan of Greater Rochester, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Salisbury & Ryan LLP in FL ($5M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Lifespan of Greater Rochester, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan in TX (145 participants, $5M 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.