Rochester, NY Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rochester, NY has 590 loaded benefit plan(s) reported by 332 plan sponsor(s), with $31,219,430,503 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 590
- Plan sponsors
- 332
- Latest filing year
- 2023
What stands out in Rochester
- 590 loaded plans hold $31.2B in reported assets across 332 sponsors.
- The largest, University Of Rochester Retirement Program, holds 23% of reported Rochester plan assets.
- Plans cover 1,485,350 participants — about 2,518 per plan.
- 57% of loaded plans report full Schedule H/I financial statements.
- 42% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rochester, NY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Rochester market comparison
Largest loaded plans in Rochester
Bars show each plan's reported end-of-year assets relative to the largest.
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- 5Rochester Institute Of Technology · 2023
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- 9
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- 12
- 13
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- 15
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- 17
- 18
- 19
- 20
- 21
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- 23Board Of Trustees Of Iwdc Of Wny And Vicinity Pension Plan · 2023
- 24Superior Plus Energy Services, Inc. · 2023
- 25
Largest plans in Rochester → · Rochester plans by participants → · Rochester plans with financial data → · Rochester plans with provider compensation → · $1B+ plans in Rochester →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Rochester, NY?
- 590 plan(s) reported by 332 sponsor(s) are loaded for Rochester, NY.
Related Form 5500 pages
- All NY Form 5500 filings
- University Of Rochester Retirement Program (plan 003)
- University Of Rochester — all reported plans
- Kodak Retirement Income Plan (plan 001)
- Eastman Kodak Company — all reported plans
- The Wegmans Retirement Plans (plan 001)
- Wegmans Food Markets Inc. — all reported plans
- Eastman Kodak Employees' Savings And Investment Plan (plan 002)
- Rochester Institute Of Technology Retirement Savings Plan (plan 001)
- Rochester Institute Of Technology — all reported plans
- Paychex Pooled Employer 401(K) Plan (plan 001)
- Paychex Retirement LLC — all reported plans
- Rochester Regional Health 403(B) Defined Contribution Plan (plan 003)
- Rochester Regional Health — all reported plans
- Excellus Retirement Plan (plan 001)
- Excellus Health Plan, Inc. — all reported plans
- Excellus 401(K) Plan (plan 002)
- Rochester General Health System Employee Retirement Plan (plan 001)
- Rochester General Health System — all reported plans
- Nixon Peabody Llp Retirement Savings Plan I (plan 023)
- Nixon Peabody Llp — all reported plans
- Carestream Health, Inc. Retirement Savings Plan (plan 001)
- Carestream Health, Inc. — all reported plans
- U.A. Local 13 Pension Fund (plan 001)
- United Associated Pension Fund Local 13 — all reported plans
- Unity Health System Retirement Plan (plan 001)
- Unity Health System — all reported plans
- Ibew Local No. 86 Pension Fund (plan 001)
- Ibew Local No. 86 Pension Fund Board Of Trustees — all reported plans
- Methodology
- Data sources