401(k) · DOL Form 5500 · 2022
Rocket Software, Inc. 401(k) Plan
Data updated 2026-08-11
- $186M
- Total assets
- 946
- Participants
- 95th
- Percentile by assets
- $196,932
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $186M
- total plan assets (2022 EOY)
- 946
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $196,932
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Rocket Software, Inc. 401(k) Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $223M |
|---|---|
| Net Assets (End of Year) | $186M |
| Net Income | -$37M |
| Employer EIN | 043090800 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rocket Software, Inc.)
| 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
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Rocket Software, Inc. 401(k) Plan by total assets, not by location.
- Vonage 401(k) Retirement Plan (NJ) $186M · 1,089
- Altair Salary Reduction Profit Sharing Plan (MI) $186M · 1,064
- Dawn Foods Retirement Savings Plan (MI) $186M · 1,433
- Grand America Hotels & Resorts Capital Accumulation Plan (UT) $186M · 2,483
Frequently Asked Questions
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Next read for Rocket Software, Inc. 401(k) Plan
Scale reading
Ways to act on Rocket Software, Inc. 401(k) Plan's numbers.
- By total assets, Rocket Software, Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Rocket Software, Inc.'s sponsor-wide assets have grown 47.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans