Rochester Midland 401(k) match, vesting and fees
What Rochester Midland'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 | Stifel Nicolaus | Schedule C ↗ |
| Independent auditor | Davie Kaplan Cpa P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Rochester Midland: employer contribution per participant | $246 | |
| Peer median | $1,847 |
| Rochester Midland: average balance | $72,017 | |
| Peer median | $65,512 |
| Rochester Midland: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.32% |
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 $30.3M at the end of plan year 2021 to $28.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 401 | $28.4M | $97K | $246 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 448 | $30.9M | $107K | $251 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 425 | $23.8M | $102K | $252 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 417 | $30.3M | $88K | $227 | 0.11% | Not published | Form 5500 ↗ |
Other Rochester Midland plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Rochester Midland Corporation Employee Stock Ownership Plan
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.
| Independent auditor | Davie Kaplan, Cpa, PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Rochester Midland match 401(k) contributions?
The match terms for the Rochester Midland Corporation 401(k) Salary Deferral and Defer have not been published from its filing yet. The plan year 2024 filing reports $97K in employer contributions, about $246 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rochester Midland 401(k) match vested?
The vesting schedule for the Rochester Midland Corporation 401(k) Salary Deferral and Defer is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rochester Midland 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Stifel Nicolaus. The plan administrator is Rochester Midland Corporation.
I left Rochester Midland. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rochester Midland Corporation, (585) 336-2262) or the recordkeeper, Stifel Nicolaus. The Rochester Midland old 401(k) page lists the contacts from every plan filing. Find an old Rochester Midland 401(k)
Data from the public Form 5500 annual reports Rochester Midland 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 Midland. Not financial advice. Report a correction · Methodology