· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GREATER ROCHESTER ORTHOPAEDICS, P.C. — GREATER ROCHESTER ORTHOPAEDICS, P.C. PROFIT SHARING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013171204NAL0000860771001
GREATER ROCHESTER ORTHOPAEDICS, P.C.
Form 5500-SF
FILING_RECEIVED
GREATER ROCHESTER ORTHOPAEDICS, P.C. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
43
Accounts w/ balance
69
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GREATER ROCHESTER ORTHOPAEDICS, P.C.
.
Find decision makers
Plan sponsor
Name
GREATER ROCHESTER ORTHOPAEDICS, P.C.
EIN
16-1385663
Address
LINDEN OAKS MEDICAL CAMPUS · 30 HAGEN DRIVE, SUITE 220 · ROCHESTER, NY · 146252658
Phone
(585) 295-5314
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
ROBERT MARTINEZ, MD, PA
ROBERT MARTINEZ, MD, PA PROFIT SHARING PLAN
$20.2M · 14 participants
PEDIATRIC CARE SPECIALISTS, P.C.
PEDIATRIC CARE SPECIALISTS 401(K) RETIREMENT PLAN
$20.2M · 97 participants
ASSOCIATED PHYSICIANS, LLP
ASSOCIATED PHYSICIANS, LLP 401(K) PLAN
$20.2M · 151 participants
ALTA ANESTHESIA ASSOCIATES OF GEORGIA, P.C
ALTA ANESTHESIA ASSOCIATES OF GEORGIA, P.C. 401(K) PLAN
$20.2M · 26 participants
MAGRUDER EYE INSTITUTE
MAGRUDER EYE INSTITUTE 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$20.2M · 206 participants
EMERGENCY PHYSICIAN SERVICES, P.S.
EMERGENCY PHYSICIAN SERVICES, P.S. 401(K) PROFIT SHARING PLAN
$20.2M · 15 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B