401(k) · DOL Form 5500 · 2022

Rocket Software, Inc. 401(k) Plan

Data updated 2026-08-25

$186M
Total assets Near avg plan size
946
Participants Near avg headcount
95th
Percentile by assets National rank
$196,932
Avg per participant Above avg balance/head
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Official DOL plan name: Rocket Software, Inc. 401(k) Plan · Sponsored by Rocket Software, Inc. · Massachusetts · Professional & Technical Services

$186M in assets, 946 participants

Rocket Software, Inc.'s Rocket Software, Inc. 401(k) Plan reported $186M in total assets and 946 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #20,800 in Professional & Technical Services (21,562 peers)

Where Rocket Software, Inc. 401(k) Plan sits by assets

Rocket Software, Inc. 401(k) Plan sits in the top 5% of all filed plans by assets, $186M for 946 participants (~$196,932/participant), down 16.5% in 2022.

#20,800
in Professional & Technical Services (21,562 peers)
-16.5%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $37M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rocket Software, Inc. 401(k) Plan's outsized position by total assets

Rocket Software, Inc. 401(k) Plan vs every filed plan by assets

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

$186,298,091 Top 5% higher than 95% 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

Rocket Software, Inc. 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. Rocket Software, Inc. 401(k) Plan sits mid-pack in the medium band (946 participants).

Published 5500 schedule card

Filing strip 043090800 · Rocket Software, Inc. PY 2022 · 401(k)

Rocket Software, Inc. 401(k) Plan · $186M · 946 · 95th

  • TYPE $186M
  • NET 946
  • BOOK 95th
  • VS-ST 401(k)
  • BOY near Vonage 401(k) Retirement Plan
  • SCH ind #20800

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Rocket Software, Inc. 401(k) Plan in the asset neighbourhood

Grand America Hotels & Resorts Capital Accumulation PlanGrand America Hotels & Resor…$186MDawn Foods Retirement Savings PlanDawn Foods Retirement Saving…$186MRocket Software, Inc. 401(k) PlanRocket Software, Inc. 401(k)…$186MVonage 401(k) Retirement Plan$186MAltair Salary Reduction Profit Sharing PlanAltair Salary Reduction Prof…$186M
End-of-year total assets ($M) among Rocket Software, Inc. 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)$223M
Net Assets (End of Year)$186M
Net Income-$37M
Employer EIN043090800
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rocket Software, Inc.)

Sponsor-wide plan assets over time

All Rocket Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$276M 47.93308107488874% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $186M $276M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 946 $186M
2023 1 949 $215M
2024 1 880 $276M

Nearby 401(k) Plans in Massachusetts

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

Rocket Software, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Rocket Software, Inc. 401(k) Plan, Total assets ($B): 0.186298091 · Participants: 946Rocket Software, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Rocket Software, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Rocket Software, Inc. 401(k) Plan side-by-side with 3 peers →

Rocket Software, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Vonage 401(k) Retirement Plan in NJ ($186M); by covered participants it is Western Reserve Hospital, LLC 401(k) Profit Sharing Plan in OH (946 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($186M here).

Similar participant headcount

Nearest other-state filings by covered participants (946 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 Rocket Software, Inc. 401(k) Plan assets move in 2022? ▼
Rocket Software, Inc. 401(k) Plan declined sharply - down 16.5% during 2022, from $223M to $186M. Reported net income was -$37M.
How have Rocket Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rocket Software, Inc.'s sponsor-wide assets grew 47.9%, from $186M to $276M.
Where does Rocket Software, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Rocket Software, Inc. 401(k) Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Rocket Software, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vonage 401(k) Retirement Plan in NJ ($186M, 1,089 participants).
Which 401(k) plans cover a similar participant headcount to Rocket Software, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Western Reserve Hospital, LLC 401(k) Profit Sharing Plan in OH (946 participants, $37M 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 043090800.

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.