Defined Benefit (Pension) · DOL Form 5500 · 2022
The Rockefeller Foundation Pension Plan
Data updated 2026-08-25
- $93M
- Total assets Below avg plan size
- 27
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $3.4M
- Avg per participant High balance/head
Official DOL plan name: The Retirement Income Plan for Employees of the Rockefeller Foundation · Sponsored by The Rockefeller Foundation · New York · Other Services
$93M in assets, 27 participants
The Rockefeller Foundation's The Retirement Income Plan for Employees of the Rockefeller Foundation reported $93M in total assets and 27 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.
- #8,161 in Other Services (8,398 peers)
Where The Retirement Income Plan for Employees of the Rockefeller Foundation sits by assets
The Retirement Income Plan for Employees of the Rockefeller Foundation sits in the top 10% of all filed plans by assets, $93M for 27 participants (~$3.4M/participant), down 16.5% in 2022.
- #8,161
- in Other Services (8,398 peers)
- -16.5%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Retirement Income Plan for Employees of the Rockefeller Foundation's outsized position by total assets
The Retirement Income Plan for Employees of the Rockefeller Foundation vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$92,617,645 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 Income Plan for Employees of the Rockefeller Foundation among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Retirement Income Plan for Employees of the Rockefeller Foundation is a small filing (27 participants) on this national headcount ladder.
DOL schedule card
Filing strip 131659629 · The Rockefeller Foundation PY 2022 · Defined Benefit (Pension)
The Retirement Income Plan for Employees of the Rockefeller Foundation · $93M · 27 · 92nd
- EOY $93M
- EOY 27
- EOY 92nd
- EOY Defined Benefit (Pension)
- EOY near The Restated Contributory Retirement Plan for Cooperatives
- EOY ind #8161
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 Income Plan for Employees of the Rockefeller Foundation in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $111M |
|---|---|
| Net Assets (End of Year) | $93M |
| Net Income | -$18M |
| Employer EIN | 131659629 |
| Plan Effective Date | 1966-07-01 |
| 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 Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
The Retirement Income Plan for Employees of the Rockefeller Foundation's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is The Restated Contributory Retirement Plan for Cooperatives in IA ($93M); by covered participants it is The Engineered Wood Association Employees' Pension Plan in WA (27 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($93M here).
- The Restated Contributory Retirement Plan for Cooperatives (IA) $93M · 91
- Guideone Insurance Company Pension Plan (IA) $93M · 153
- Aecom Pension Plan (TX) $93M · 152
- Atkore Union Pension Plan (IL) $92M · 198
Similar participant headcount
Nearest other-state filings by covered participants (27 participants); asset peers above are excluded.
- The Engineered Wood Association Employees' Pension Plan (WA) 27 · 0 off
- Pension Plan for Employees of United Way of Greater Cincinnati, Inc. and Affiliated Agencies (OH) 27 · 0 off
- Thomas County Federal Savings & Loan Association Retirement Plan (GA) 27 · 0 off
- Sugar River Bank Pension Plan (NH) 27 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.