401(k) · DOL Form 5500 · 2022

The Rockefeller Foundation 401(k) Plan

Data updated 2026-08-11

$81M
Total assets
204
Participants
92nd
Percentile by assets
$399,506
Avg per participant
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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.

  • 92nd percentile by assets (of 139,126 plans)
  • #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.

$81M
total plan assets (2022 EOY)
204
covered participants
92nd
percentile by assets (of 139,126 plans)
$399,506
avg assets per participant

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.

Where The Retirement Savings Plan for Employees of the Rockefeller Foundation sits 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

This plan $0 $2,010,000,000 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

State
New York
Industry
Other Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. The Retirement Savings Plan for Employees of the Rockefeller Foundation reports 204 participants - about 26% of that state average ($81M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$81M
Net Income-$12M
Employer EIN131659629
Plan Effective Date1967-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Rockefeller Foundation)

$160M$180M$200M$220M$240M 202220232024 $174M $218M ▲ +25.4%
Total plan assets by year, all The Rockefeller Foundation plans on file
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.

The Retirement Savings Plan for Employees of the Rockefeller Foundation vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Retirement Savin…, Total assets ($B): 0.081499138 · Participants: 204The Retirement Savin…IBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k…, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings …Deloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 40…, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 40…
The Retirement Savings Plan for Employees of the Rockefeller Foundation vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Retirement Savings Plan for Employee… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Retirement Savings Plan for Employees of the Rockefeller Foundation by total assets, not by location.

Frequently Asked Questions

How did The Retirement Savings Plan for Employees of the Rockefeller Foundation assets move in 2022? ▼
The Retirement Savings Plan for Employees of the Rockefeller Foundation pulled back noticeably - down 12.7% during 2022, from $93M to $81M. Reported net income was -$12M.
How have The Rockefeller Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Rockefeller Foundation's sponsor-wide assets grew 25.4%, from $174M to $218M.
Where does The Retirement Savings Plan for Employees of the Rockefeller Foundation rank by assets among Form 5500 filers? ▼
The Retirement Savings Plan for Employees of the Rockefeller Foundation ranks in the 92nd 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 The Retirement Savings Plan for Employees of the Rockefeller Foundation? ▼
Among 401(k) plans in other states, the closest by assets is Baird Holm LLP Profit Sharing Plan in NE ($81M, 158 participants).

Next read for The Retirement Savings Plan for Employee…

Filing takeaways

Ways to act on The Retirement Savings Plan for Employees of the Rockefeller Foundation's numbers.

  • By total assets, The Retirement Savings Plan for Employees of the Rockefeller Foundation ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
  • The Rockefeller Foundation's sponsor-wide assets have grown 25.4% since 2022 across 3 plan years on file. More Other Services plans

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 131659629.

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.