Other · DOL Form 5500 · 2024
University of Rochester Retirement Plan
Data updated 2026-08-11
- $8.0B
- Total assets
- 30,335
- Participants
- 100th
- Percentile by assets
- $263,800
- Avg per participant
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.
- 100th percentile by assets (of 123,622 plans)
- #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.
- $8.0B
- total plan assets (2024 EOY)
- 30,335
- covered participants
- 100th
- percentile by assets (of 123,622 plans)
- $263,800
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. University of Rochester Retirement Program reports 30,335 participants - 38x that state average ($8.0B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $7.2B |
|---|---|
| Net Assets (End of Year) | $8.0B |
| Net Income | $788M |
| Employer EIN | 160743209 |
| Plan Effective Date | 1921-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Rochester)
| 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
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
- New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration $5.4B · 10,678
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 |
Similar-Sized Other Plans Nationally
Other plans in other states closest to University of Rochester Retirement Program by total assets, not by location.
- Yale University Retirement Account Plan (CT) $8.3B · 13,197
- Sutter Health 403(b) Savings Plan (CA) $7.6B · 54,954
- Washington University Retirement Savings Plan (MO) $7.5B · 26,975
- Johns Hopkins University 403(b) Plan (MD) $8.8B · 25,833
Frequently Asked Questions
How did University of Rochester Retirement Program assets move in 2024? ▼
How have University of Rochester plan assets changed over time? ▼
Where does University of Rochester Retirement Program rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to University of Rochester Retirement Program? ▼
Next read for University of Rochester Retirement Progr…
Filing takeaways
Ways to act on University of Rochester Retirement Program's numbers.
- By total assets, University of Rochester Retirement Program ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- University of Rochester's sponsor-wide assets have grown 25.8% since 2022 across 3 plan years on file. More Educational Services plans