401(k) · DOL Form 5500 · 2022

Rotary International 401(k) Plan

Data updated 2026-08-25

$120M
Total assets Near avg plan size
540
Participants Below avg headcount
94th
Percentile by assets National rank
$222,639
Avg per participant Above avg balance/head
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Official DOL plan name: Rotary International 401(k) Plan · Sponsored by Rotary International · Illinois · Other Services

$120M in assets, 540 participants

Rotary International's Rotary International 401(k) Plan reported $120M in total assets and 540 participants in its 2022 DOL Form 5500 filing, ranking in the 94th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,214 in Other Services (8,398 peers)

Where Rotary International 401(k) Plan sits by assets

Rotary International 401(k) Plan sits in the top 10% of all filed plans by assets, $120M for 540 participants (~$222,639/participant), down 15.4% in 2022.

#8,214
in Other Services (8,398 peers)
-15.4%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rotary International 401(k) Plan's outsized position by total assets

Rotary International 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$120,225,048 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Rotary International 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rotary International 401(k) Plan sits mid-pack in the medium band (540 participants).

DOL schedule card

Filing strip 361707667 · Rotary International PY 2022 · 401(k)

Rotary International 401(k) Plan · $120M · 540 · 94th

  • ASSETS $120M
  • PCT 540
  • EIN 94th
  • RANK 401(k)
  • PHOTO near Mfa 401(k) Plan
  • IND ind #8214

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Illinois →

Rotary International 401(k) Plan in the asset neighbourhood

Polar Semiconductor, LLC Retirement Savings PlanPolar Semiconductor, LLC Ret…$120MRotary International 401(k) PlanRotary International 401(k) …$120MMfa 401(k) Plan$120MJeffer Mangels Butler & Mitchell LLP Profit Sharing and 401(k) PlanJeffer Mangels Butler & Mitc…$120MFairfield 401(k) Plan$120M
End-of-year total assets ($M) among Rotary International 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$142M
Net Assets (End of Year)$120M
Net Income-$22M
Employer EIN361707667
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rotary International)

Sponsor-wide plan assets over time

All Rotary International plans reported in each filing year

Latest sponsor-wide plan assets
$170M 41.73435472448303% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $120M $170M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 540 $120M
2023 1 551 $146M
2024 1 575 $170M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rotary International 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Rotary International 401(k) Plan, Total assets ($B): 0.120225048 · Participants: 540Rotary International 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Rotary International 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Rotary International 401(k) Plan side-by-side with 3 peers →

Rotary International 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mfa 401(k) Plan in MO ($120M); by covered participants it is Ach Child and Family Services 401(k) Plan in TX (540 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($120M here).

Similar participant headcount

Nearest other-state filings by covered participants (540 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rotary International 401(k) Plan assets move in 2022? ▼
Rotary International 401(k) Plan declined sharply - down 15.4% during 2022, from $142M to $120M. Reported net income was -$22M.
How have Rotary International plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rotary International's sponsor-wide assets grew 41.7%, from $120M to $170M.
Where does Rotary International 401(k) Plan rank by assets among Form 5500 filers? ▼
Rotary International 401(k) Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Rotary International 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mfa 401(k) Plan in MO ($120M, 1,744 participants).
Which 401(k) plans cover a similar participant headcount to Rotary International 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ach Child and Family Services 401(k) Plan in TX (540 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 361707667.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.