Defined Benefit (Pension) · DOL Form 5500 · 2022
The Rockefeller Foundation Pension Plan
Data updated 2026-08-11
- $93M
- Total assets
- 27
- Participants
- 92nd
- Percentile by assets
- $3.4M
- Avg per participant
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.
- 92nd percentile by assets (of 139,126 plans)
- #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.
- $93M
- total plan assets (2022 EOY)
- 27
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $3.4M
- avg assets per participant
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 vs the 2022 asset distribution
By assets, The Retirement Income Plan for Employees of the Rockefeller Foundation outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
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)
| 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.
The Retirement Income Plan for Employees of the Rockefeller Foundation vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Retirement Income Plan for Employees of the Rockefeller Foundation by total assets, not by location.
- 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
Frequently Asked Questions
How did The Retirement Income Plan for Employees of the Rockefeller Foundation assets move in 2022? ▼
How have The Rockefeller Foundation plan assets changed over time? ▼
Where does The Retirement Income Plan for Employees of the Rockefeller Foundation rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to The Retirement Income Plan for Employees of the Rockefeller Foundation? ▼
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Ways to act on The Retirement Income Plan for Employees of the Rockefeller Foundation's numbers.
- By total assets, The Retirement Income 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 Defined Benefit (Pension) 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