401(k) · DOL Form 5500 · 2022

U.S. Space & Rocket Center Education Foundation 401(k) Plan

Data updated 2026-05-15

$306K
Total assets
159
Participants
14th
Percentile by assets
$1,922
Avg per participant

Sponsored by U.S. Space & Rocket Center Education Foundation · Alabama · Arts, Entertainment & Recreation

What the 2022 filing shows

U.S. Space & Rocket Center Education Foundation 401(k) Plan holds $306K for 159 participants - about $1,922 per participant, among the smaller plans by assets on file, down 20.3% over the 2022 plan year.

$306K
total plan assets (2022 EOY)
159
covered participants
14th
percentile by assets (of 139,258 plans)
$1,922
avg assets per participant

The plan reported a net loss of $78K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry
Arts, Entertainment & Recreation

401(k) · DOL Form 5500 · 2022

What the Filing Says About U.S. Space & Rocket Center Education Foundation 401(k) Plan

U.S. Space & Rocket Center Education Foundation 401(k) Plan is a 401(k) retirement plan sponsored by U.S. Space & Rocket Center Education Foundation, headquartered in Alabama. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $306K in total end-of-year assets and covers 159 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 631265839, and the plan has been effective since 2015-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets declined sharply from $383K at the beginning of 2022 to $306K at year-end - down 20.3%. Net assets (after liabilities) closed the year at $306K, with reported net income of -$78K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank U.S. Space & Rocket Center Education Foundation 401(k) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2022)

Total Assets (Beginning of Year)$383K
Total Assets (End of Year)$306K
Net Assets (End of Year)$306K
Net Income-$78K
Plan Type401(k)
Employer EIN631265839
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Frequently Asked Questions

How much money is in the U.S. Space & Rocket Center Education Foundation 401(k) Plan?
As of the 2022 Form 5500 filing, U.S. Space & Rocket Center Education Foundation 401(k) Plan holds $306K in total assets with 159 participants. It is sponsored by U.S. Space & Rocket Center Education Foundation.
What type of plan is U.S. Space & Rocket Center Education Foundation 401(k) Plan?
U.S. Space & Rocket Center Education Foundation 401(k) Plan is a 401(k) plan. It has been effective since 2015-01-01. The plan is filed with the U.S. Department of Labor under EIN 631265839.
Who sponsors the U.S. Space & Rocket Center Education Foundation 401(k) Plan?
U.S. Space & Rocket Center Education Foundation 401(k) Plan is sponsored by U.S. Space & Rocket Center Education Foundation, located in Alabama. The sponsor's EIN is 631265839 and the plan operates in the Arts, Entertainment & Recreation industry.
How did U.S. Space & Rocket Center Education Foundation 401(k) Plan perform in 2022?
U.S. Space & Rocket Center Education Foundation 401(k) Plan declined sharply - down 20.3% during 2022, moving from $383K to $306K in total assets. Net income was -$78K.

What this filing means

Ways to act on U.S. Space & Rocket Center Education Foundation 401(k) Plan's numbers.

  • By total assets, U.S. Space & Rocket Center Education Foundation 401(k) Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Alabama. Compare plans
  • A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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 631265839.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

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

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.