401(k) · DOL Form 5500 · 2023

Rochester Dairy Industry Individual Pension Account Plan 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
189
Participants Below avg headcount
72nd
Percentile by assets National rank
$103,230
Avg per participant Below avg balance/head
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Official DOL plan name: Rochester Dairy Industry Individual Pension Account Plan · Sponsored by Rochester Dairy Industry Individual Pension Account Plan · New York · Manufacturing

$20M in assets, 189 participants

Rochester Dairy Industry Individual Pension Account Plan's Rochester Dairy Industry Individual Pension Account Plan reported $20M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #11,594 in Manufacturing (18,722 peers)

Coverage in New York

Rochester Dairy Industry Individual Pension Account Plan covers 189 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $20M.

#11,594
in Manufacturing (18,722 peers)
+5.3%
assets growth YoY

Rochester Dairy Industry Individual Pension Account Plan's outsized position by total assets

Rochester Dairy Industry Individual Pension Account Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$19,510,522 Top 28% higher than 72% of 127,068 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 2023

Rochester Dairy Industry Individual Pension Account Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rochester Dairy Industry Individual Pension Account Plan sits mid-pack in the medium band (189 participants).

Form 5500 schedule snapshot

Filing strip 166019488 · Rochester Dairy Industry Individual Pension Account Plan PY 2023 · 401(k)

Rochester Dairy Industry Individual Pension Account Plan · $20M · 189 · 72nd

  • BOY $20M
  • SCH 189
  • EBSA 72nd
  • PART 401(k)
  • TYPE near It Concepts 401(k) Plan
  • NET ind #11594

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 Manufacturing retirement plans → · Plans in New York →

Rochester Dairy Industry Individual Pension Account Plan in the asset neighbourhood

Rochester Dairy Industry Individual Pension Account PlanRochester Dairy Industry Ind…$20MIt Concepts 401(k) Plan$20MFuruno USA, Inc. 401(k) Plan$20MThe Aagard Group, LLC. 401(k) Ps PlanThe Aagard Group, LLC. 401(k…$20MBrown & Crouppen, P.C. 401(k) Retirement PlanBrown & Crouppen, P.C. 401(k…$20M
End-of-year total assets ($M) among Rochester Dairy Industry Individual Pension Account Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$976K
Employer EIN166019488
Plan Effective Date1982-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rochester Dairy Industry Individual Pension Account Plan)

Sponsor-wide plan assets over time

All Rochester Dairy Industry Individual Pension Account Plan plans reported in each filing year

Latest sponsor-wide plan assets
$19M 0.06266362324903456% vs 2023
2024 filing year
$19.5M$19.5M$19.5M$19.5M$19.5M 20232024 $19.5M $19.5M ▼ -0.1%
Year Plans Participants Total Assets
2023 1 189 $20M
2024 1 201 $19M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rochester Dairy Industry Individual Pension Account Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Rochester Dairy Industry Individual Pension Account Plan, Total assets ($B): 0.019510522 · Participants: 189Rochester Dairy Industry Individual Pension Account PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Rochester Dairy Industry Individual Pension Account Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rochester Dairy Industry Individual Pension Account Plan side-by-side with 3 peers →

Rochester Dairy Industry Individual Pension Account Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is It Concepts 401(k) Plan in VA ($20M); by covered participants it is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (189 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rochester Dairy Industry Individual Pension Account Plan assets move in 2023? ▼
Rochester Dairy Industry Individual Pension Account Plan grew at a solid clip - up 5.3% during 2023, from $19M to $20M. Reported net income was $976K.
How have Rochester Dairy Industry Individual Pension Account Plan plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Rochester Dairy Industry Individual Pension Account Plan's sponsor-wide assets declined 0.1%, from $20M to $19M.
Which 401(k) plans are similar in size to Rochester Dairy Industry Individual Pension Account Plan? ▼
Among 401(k) plans in other states, the closest by assets is It Concepts 401(k) Plan in VA ($20M, 311 participants).
Which 401(k) plans cover a similar participant headcount to Rochester Dairy Industry Individual Pension Account Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 166019488.

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.