401(k) · DOL Form 5500 · 2022

Rockefeller Group International, Inc. 401(k) Plan

Data updated 2026-08-11

$99M
Total assets
169
Participants
93rd
Percentile by assets
$587,355
Avg per participant
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Official DOL plan name: Rockefeller Group International, Inc. Incentive Savings Plan · Sponsored by Rockefeller Group International, Inc. · New York · Real Estate

$99M in assets, 169 participants

Rockefeller Group International, Inc.'s Rockefeller Group International, Inc. Incentive Savings Plan reported $99M in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #4,959 in Real Estate (5,057 peers)

Coverage in New York

Rockefeller Group International, Inc. Incentive Savings Plan covers 169 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $99M.

$99M
total plan assets (2022 EOY)
169
covered participants
93rd
percentile by assets (of 139,126 plans)
$587,355
avg assets per participant

The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Rockefeller Group International, Inc. Incentive Savings Plan sits by total assets

Rockefeller Group International, Inc. Incentive Savings Plan vs every filed plan by assets

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

$99,263,021 Top 7% higher than 93% 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
Real Estate

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Rockefeller Group International, Inc. Incentive Savings Plan reports 169 participants - about 21% of that state average ($99M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$127M
Net Assets (End of Year)$99M
Net Income-$28M
Employer EIN133975924
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rockefeller Group International, Inc.)

$200M$220M$240M$260M$280M 202220232024 $214M $267M ▲ +24.8%
Total plan assets by year, all Rockefeller Group International, Inc. plans on file
Year Plans Participants Total Assets
2022 2 287 $214M
2023 2 269 $241M
2024 2 286 $267M

Nearby 401(k) Plans in New York

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

Rockefeller Group International, Inc. Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

Rockefeller Group International, Inc. Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Rockefeller Group In…IBM 401 (K) Plus PlanMorgan Stanley 401(k…The Pepsico Savings …Deloitte 401(k) PlanThe Goldman Sachs 40…
Rockefeller Group International, Inc. Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rockefeller Group International, Inc. In… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Rockefeller Group International, Inc. Incentive Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Rockefeller Group International, Inc. Incentive Savings Plan assets move in 2022? ▼
Rockefeller Group International, Inc. Incentive Savings Plan declined sharply - down 21.8% during 2022, from $127M to $99M. Reported net income was -$28M.
How have Rockefeller Group International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rockefeller Group International, Inc.'s sponsor-wide assets grew 24.8%, from $214M to $267M.
Where does Rockefeller Group International, Inc. Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Rockefeller Group International, Inc. Incentive Savings Plan ranks in the 93rd 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 Rockefeller Group International, Inc. Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bemis Employees' Savings Plan in WI ($99M, 475 participants).

Next read for Rockefeller Group International, Inc. In…

Filing takeaways

Ways to act on Rockefeller Group International, Inc. Incentive Savings Plan's numbers.

  • By total assets, Rockefeller Group International, Inc. Incentive Savings Plan 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
  • Rockefeller Group International, Inc.'s sponsor-wide assets have grown 24.8% since 2022 across 3 plan years on file. More Real Estate 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 133975924.

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.