Plan5500

Rochester Regional Health 401(K) Defined Contribution Plan — Form 5500 plan (Rochester Regional Health)

Plain-English plan 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 Regional Health 401(K) Defined Contribution Plan is a benefit plan reported by Rochester Regional Health under EIN 47-1234999 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,475 participants and $78,371,156 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$78.4MPlan net assets, end of year$78,371,156
Participants2.5KCovered participants reported2,475
Assets / participant$31.7KComputed: assets ÷ participants$31,665 (computed)
Provider compensation$110.4K2 Schedule C provider row(s)$110,400
Plan sponsor
Rochester Regional Health
EIN
47-1234999
Plan number
002
Plan type
2
Location
Rochester, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2,475 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$78.4M total assets
Net assets$78.4MLiabilities$0
Money in vs. money out
Total income / additions$22M
Total expenses$7M
Benefits paid / distributions$6.8M
Contributions
Employer$1.2M
Participant$8.2M
Full reported line items

Net assets

Total assets (EOY)
$78,371,156
Total liabilities (EOY)
$0
Net assets (EOY)
$78,371,156
Net assets (BOY)
$63,396,601

Income & contributions

Employer contributions
$1,203,950
Participant contributions
$8,169,813
Total contributions
$10,981,285
Total income / additions
$21,974,664

Expenses & distributions

Benefits paid
$6,847,455
Administrative expenses
$110,400
Total expenses
$7,000,109
Net increase / (decrease)
$14,974,555
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 13%Participant 87%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fid Inv Inst Ops Co$98.2K
    RECORDKEEPER · Direct $98.2K
  2. 2
    Strategic Advisors, Inc.$12.2K
    INV. ADVISOR · Direct $12.2K

Related Form 5500 pages