Rochester Philharmonic Orchestra 403(b) match, vesting and fees
What Rochester Philharmonic Orchestra's 403(b) 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 & Annity Ins Co of Ny | Schedule C ↗ |
| Independent auditor | Efpr Group, Cpas, Pllp (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 908 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| Rochester Philharmonic Orchestra: employer contribution per participant | $1,066 | |
| Peer median | $1,540 |
| Rochester Philharmonic Orchestra: average balance | $74,401 | |
| Peer median | $48,682 |
| Rochester Philharmonic Orchestra: admin expenses ÷ assets | 0.44% | |
| Peer median | 0.36% |
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 $8.7M at the end of plan year 2021 to $10M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 271 | $10M | $144K | $1,066 | 0.44% | Not published | Form 5500 ↗ |
| 2023 | 256 | $8.6M | $51K | $230 | 0.47% | Not published | Form 5500 ↗ |
| 2022 | 275 | $7.2M | $58K | $495 | 0.47% | Not published | Form 5500 ↗ |
| 2021 | 214 | $8.7M | $51K | $463 | 0.34% | Not published | Form 5500 ↗ |
Common questions
Does Rochester Philharmonic Orchestra match 401(k) contributions?
The match terms for the Rochester Philharmonic Orchestra, Inc. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $144K in employer contributions, about $1,066 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rochester Philharmonic Orchestra 401(k) match vested?
The vesting schedule for the Rochester Philharmonic Orchestra, Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rochester Philharmonic Orchestra 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Life & Annity Ins Co of Ny. The plan administrator is Rochester Philharmonic Orchestra, Inc..
I left Rochester Philharmonic Orchestra. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rochester Philharmonic Orchestra, Inc., (585) 454-7311) or the recordkeeper, Empower Life & Annity Ins Co of Ny. The Rochester Philharmonic Orchestra old 401(k) page lists the contacts from every plan filing. Find an old Rochester Philharmonic Orchestra 401(k)
Data from the public Form 5500 annual reports Rochester Philharmonic Orchestra 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 Philharmonic Orchestra. Not financial advice. Report a correction · Methodology