Rochester Management 401(k) match, vesting and fees
What Rochester Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Life & Annuity Insurance Co | Schedule C ↗ |
| Independent auditor | Bonadio & Co (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Rochester Management: employer contribution per participant | $1,587 | |
| Peer median | $1,680 |
| Rochester Management: average balance | $71,812 | |
| Peer median | $52,722 |
| Rochester Management: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $13.1M at the end of plan year 2021 to $9.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 133 | $9.3M | $206K | $1,587 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 132 | $10.5M | $169K | $1,324 | 0.33% | Not published | Form 5500 ↗ |
| 2022 | 0 | $10.5M | $179K | — | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 118 | $13.1M | $160K | $1,379 | 0.27% | Not published | Form 5500 ↗ |
Common questions
Does Rochester Management match 401(k) contributions?
The match terms for the Rochester Management Inc. Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $206K in employer contributions, about $1,587 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rochester Management 401(k) match vested?
The vesting schedule for the Rochester Management Inc. Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rochester Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Life & Annuity Insurance Co. The plan administrator is Rochester Management, Inc..
I left Rochester Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rochester Management, Inc., (585) 467-2442) or the recordkeeper, Empower Life & Annuity Insurance Co. The Rochester Management old 401(k) page lists the contacts from every plan filing. Find an old Rochester Management 401(k)
Data from the public Form 5500 annual reports Rochester Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Rochester Management. Not financial advice. Report a correction · Methodology