Other · DOL Form 5500 · 2024

University of Rochester Retirement Plan

Data updated 2026-08-25

$8.0B
Total assets Very large vs avg
30,335
Participants Very large workforce
100th
Percentile by assets National rank
$263,800
Avg per participant High balance/head
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Official DOL plan name: University of Rochester Retirement Program · Sponsored by University of Rochester · New York · Educational Services

$8.0B in assets, 30,335 participants

University of Rochester's University of Rochester Retirement Program reported $8.0B in total assets and 30,335 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.

  • #3,634 in Educational Services (3,638 peers)

Coverage in New York

University of Rochester Retirement Program covers 30,335 participants in New York, 38x the typical New York plan (state average ~798 per filing). Assets: $8.0B.

#3,634
in Educational Services (3,638 peers)
+10.9%
assets growth YoY
80×
vs typical plan assets (national mean)

University of Rochester Retirement Program's outsized position by total assets

University of Rochester Retirement Program vs every filed plan by assets

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

$8,002,376,506 Highest reported value at or above every one 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

University of Rochester Retirement Program's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Rochester Retirement Program is a mega filing (30,335 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University of Rochester Retirement Program end-of-year assets rose from $7.2B in the plan year 2023 filing to $8.0B in the plan year 2024 filing.
  • University of Rochester Retirement Program reported net income fell from $852M in the plan year 2023 filing to $788M in the plan year 2024 filing.
  • University of Rochester Retirement Program reported participants rose from 28,970 in the plan year 2023 filing to 30,335 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 160743209 · University of Rochester PY 2024 · Other

University of Rochester Retirement Program · $8.0B · 30,335 · 100th

  • EOY $8.0B
  • 5500 30,335
  • ASSETS 100th
  • PCT Other
  • EIN near Yale University Retirement Account Plan
  • RANK ind #3634

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 Educational Services retirement plans → · Plans in New York →

University of Rochester Retirement Program in the asset neighbourhood

Johns Hopkins University 403(b) PlanJohns Hopkins University 403…$8.8BYale University Retirement Account PlanYale University Retirement A…$8.3BUniversity of Rochester Retirement ProgramUniversity of Rochester Reti…$8.0BSutter Health 403(b) Savings PlanSutter Health 403(b) Savings…$7.6BWashington University Retirement Savings PlanWashington University Retire…$7.5B
End-of-year total assets ($B) among University of Rochester Retirement Program and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$7.2B
Net Assets (End of Year)$8.0B
Net Income$788M
Employer EIN160743209
Plan Effective Date1921-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Rochester)

Sponsor-wide plan assets over time

All University of Rochester plans reported in each filing year

Latest sponsor-wide plan assets
$8.0B 25.768496976688255% vs 2022
2024 filing year
$6B$6.5B$7B$7.5B$8B$8.5B 202220232024 $6.36B $8B ▲ +25.8%
Year Plans Participants Total Assets
2022 1 27,581 $6.4B
2023 1 28,970 $7.2B
2024 1 30,335 $8.0B

Nearby Other Plans in New York

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

University of Rochester Retirement Program vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 4681012 Total assets ($B) Participants University of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramNorthwell 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 PlanMemorial 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 UniversityNew York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration, Total assets ($B): 5.442860942 · Participants: 10678New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration
University of Rochester Retirement Program vs. nearby Other plans in New York, assets vs. participants
Compare University of Rochester Retirement Program side-by-side with 3 peers →

Scale composition for University of Rochester Retirement Program

University of Rochester Retirement Program reports $8.0B in end-of-year assets across 30,335 participants (0.065% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.032% of 93,925,755 covered participants) - about $263,800 per participant (1.9x the national average assets-per-participant) . Net income for plan year 2024 was $788M.

This plan identity (EIN 160743209, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $6.4B to $8.0B (+25.8%) while covered participants moved from 27,581 to 30,335 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 27,581 $6.4B Open filing
2023 28,970 $7.2B Open filing
2024 · index core 30,335 $8.0B This page

University of Rochester Retirement Program's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Yale University Retirement Account Plan in CT ($8.3B); by covered participants it is West Virginia University Health System 403(b) Retirement Savings Plan in WV (30,364 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8.0B here).

Similar participant headcount

Nearest other-state filings by covered participants (30,335 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 University of Rochester Retirement Program assets move in 2024? ▼
University of Rochester Retirement Program grew at a solid clip - up 10.9% during 2024, from $7.2B to $8.0B. Reported net income was $788M.
How have University of Rochester plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Rochester's sponsor-wide assets grew 25.8%, from $6.4B to $8.0B.
Where does University of Rochester Retirement Program rank by assets among Form 5500 filers? ▼
University of Rochester Retirement Program ranks in the 100th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Other plans are similar in size to University of Rochester Retirement Program? ▼
Among Other plans in other states, the closest by assets is Yale University Retirement Account Plan in CT ($8.3B, 13,197 participants).
Which Other plans cover a similar participant headcount to University of Rochester Retirement Program? ▼
Among Other plans in other states, the closest by covered participants is West Virginia University Health System 403(b) Retirement Savings Plan in WV (30,364 participants, $1.8B 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 160743209.

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.