University Of Rochester 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: University Of Rochester
  • Sponsor EIN: 160743209
  • Sponsor Address: 60 CORPORATE WOODS, SUITE 310, ROCHESTER, NY, 14627
  • Plan Type: 403(b)
  • Plan Number: 003
  • Total Participants: 30,335
  • Total Assets: $7.2B

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202330,335$7.2B$153.1M$177.4M
202228,895$6.4B$140.7M$163.3M

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