401(k) · DOL Form 5500 · 2022
The Rockefeller Foundation 401(k) Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 204
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $399,506
- Avg per participant High balance/head
Official DOL plan name: The Retirement Savings Plan for Employees of the Rockefeller Foundation · Sponsored by The Rockefeller Foundation · New York · Other Services
$81M in assets, 204 participants
The Rockefeller Foundation's The Retirement Savings Plan for Employees of the Rockefeller Foundation reported $81M in total assets and 204 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #8,129 in Other Services (8,398 peers)
Coverage in New York
The Retirement Savings Plan for Employees of the Rockefeller Foundation covers 204 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $81M.
- #8,129
- in Other Services (8,398 peers)
- -12.7%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Retirement Savings Plan for Employees of the Rockefeller Foundation's outsized position by total assets
The Retirement Savings Plan for Employees of the Rockefeller Foundation vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$81,499,138 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Retirement Savings Plan for Employees of the Rockefeller Foundation 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. The Retirement Savings Plan for Employees of the Rockefeller Foundation sits mid-pack in the medium band (204 participants).
DOL schedule card
Filing strip 131659629 · The Rockefeller Foundation PY 2022 · 401(k)
The Retirement Savings Plan for Employees of the Rockefeller Foundation · $81M · 204 · 92nd
- BOY $81M
- BOY 204
- BOY 92nd
- BOY 401(k)
- BOY near Baird Holm LLP Profit Sharing Plan
- BOY ind #8129
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 New York →
The Retirement Savings Plan for Employees of the Rockefeller Foundation in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $93M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | -$12M |
| Employer EIN | 131659629 |
| Plan Effective Date | 1967-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Rockefeller Foundation)
Sponsor-wide plan assets over time
All The Rockefeller Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $218M 25.38303616601968% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 231 | $174M |
| 2023 | 2 | 245 | $197M |
| 2024 | 2 | 238 | $218M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
The Retirement Savings Plan for Employees of the Rockefeller Foundation's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Baird Holm LLP Profit Sharing Plan in NE ($81M); by covered participants it is Derry Medical Center 401(k) Plan in NH (204 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
- Baird Holm LLP Profit Sharing Plan (NE) $81M · 158
- Shopify (USA), Inc. 401(k) Plan (CA) $82M · 1,842
- Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan (WI) $82M · 884
- Retirement Access Plan (AR) $81M · 851
Similar participant headcount
Nearest other-state filings by covered participants (204 participants); asset peers above are excluded.
- Derry Medical Center 401(k) Plan (NH) 204 · 0 off
- Russ' Restaurants Savings and Retirement Plan (MI) 204 · 0 off
- Trellis Rx 401(k) Plan (GA) 204 · 0 off
- Perch 401(k) Plan (DE) 204 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.