How many benefit plans does Rochester Joint Board Retail Retirement Fund report on Form 5500?

Rochester Joint Board Retail Retirement Fund (EIN 16-6044070) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Rochester Joint Board Retail Retirement Fund?

The Employer Identification Number (EIN) reported for Rochester Joint Board Retail Retirement Fund is 16-6044070.

What is the latest Form 5500 filing year for Rochester Joint Board Retail Retirement Fund?

The latest loaded Form 5500 filing year for Rochester Joint Board Retail Retirement Fund is 2023.

Rochester Joint Board Retail Retirement Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Joint Board Retail Retirement Fund (EIN 16-6044070) is a plan sponsor located in Rochester, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 16-6044070
Location: Rochester, NY
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Rochester Joint Board Retail Retirement Fund

1 loaded plans hold $31.7K in reported assets.
The largest, Rochester Joint Board Retail Retirement Fund, holds 100% of this company's reported plan assets.
Plans cover 0 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$31.7KSummed across loaded plans$31,665

Total reported assets$31.7K$31,665

Total reported participants0

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$31.7K total assets

Net assets$31.7KLiabilities—

Contributions & income

Total income / additions$30

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$270

Net increase / (decrease)-$240

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Rochester Joint Board Retail Retirement Fund

Participants per plan0Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Rochester Joint Board Retail Retirement Fund$31.7K
Plan #001 · 0 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Rochester Joint Board Retail Retirement Fund. Open one for its full reported snapshot.

2023
Rochester Joint Board Retail Retirement Fund0 participants · 1Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Rochester Joint Board Retail Retirement Fund report on Form 5500?: Rochester Joint Board Retail Retirement Fund (EIN 16-6044070) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Rochester Joint Board Retail Retirement Fund?: The Employer Identification Number (EIN) reported for Rochester Joint Board Retail Retirement Fund is 16-6044070.
What is the latest Form 5500 filing year for Rochester Joint Board Retail Retirement Fund?: The latest loaded Form 5500 filing year for Rochester Joint Board Retail Retirement Fund is 2023.