401(k) · DOL Form 5500 · 2022

Rockefeller Brothers Fund, Inc 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
90
Participants Small participant base
88th
Percentile by assets National rank
$562,971
Avg per participant High balance/head
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Official DOL plan name: Rockefeller Non-Profits 401(k) Plan · Sponsored by Rockefeller Brothers Fund, Inc · New York · Other Services

$51M in assets, 90 participants

Rockefeller Brothers Fund, Inc's Rockefeller Non-Profits 401(k) Plan reported $51M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,961 in Other Services (8,398 peers)

Where Rockefeller Non-Profits 401(k) Plan sits by assets

Rockefeller Non-Profits 401(k) Plan sits in the top quartile of all filed plans by assets, $51M for 90 participants (~$562,971/participant), down 16.6% in 2022.

#7,961
in Other Services (8,398 peers)
-16.6%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rockefeller Non-Profits 401(k) Plan's outsized position by total assets

Rockefeller Non-Profits 401(k) Plan vs every filed plan by assets

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

$50,667,360 Top 12% higher than 88% 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

Rockefeller Non-Profits 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rockefeller Non-Profits 401(k) Plan is a small filing (90 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 131760106 · Rockefeller Brothers Fund, Inc PY 2022 · 401(k)

Rockefeller Non-Profits 401(k) Plan · $51M · 90 · 88th

  • IND $51M
  • EOY 90
  • 5500 88th
  • ASSETS 401(k)
  • PCT near N.T.E.U. 401(k) Plan
  • EIN ind #7961

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 →

Rockefeller Non-Profits 401(k) Plan in the asset neighbourhood

Mvp Law Profit Sharing 401(k) PlanMvp Law Profit Sharing 401(k…$51MSunrider International Retirement Savings PlanSunrider International Retir…$51MRockefeller Non-Profits 401(k) PlanRockefeller Non-Profits 401(…$51MN.T.E.U. 401(k) Plan$51MMcDonald's Carano LLP Profit Sharing PlanMcDonald's Carano LLP Profit…$51M
End-of-year total assets ($M) among Rockefeller Non-Profits 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)$61M
Net Assets (End of Year)$51M
Net Income-$10M
Employer EIN131760106
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rockefeller Brothers Fund, Inc)

Sponsor-wide plan assets over time

All Rockefeller Brothers Fund, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$68M 34.61983414963795% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $50.7M $68.2M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 90 $51M
2023 1 88 $59M
2024 1 99 $68M

Nearby 401(k) Plans in New York

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

Rockefeller Non-Profits 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Rockefeller Non-Profits 401(k) Plan, Total assets ($B): 0.05066736 · Participants: 90Rockefeller Non-Profits 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Rockefeller Non-Profits 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rockefeller Non-Profits 401(k) Plan side-by-side with 3 peers →

Rockefeller Non-Profits 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is N.T.E.U. 401(k) Plan in DC ($51M); by covered participants it is Choicelegal Retirement Savings Plan in FL (90 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51M here).

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Rockefeller Non-Profits 401(k) Plan assets move in 2022? ▼
Rockefeller Non-Profits 401(k) Plan declined sharply - down 16.6% during 2022, from $61M to $51M. Reported net income was -$10M.
How have Rockefeller Brothers Fund, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rockefeller Brothers Fund, Inc's sponsor-wide assets grew 34.6%, from $51M to $68M.
Where does Rockefeller Non-Profits 401(k) Plan rank by assets among Form 5500 filers? ▼
Rockefeller Non-Profits 401(k) Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Rockefeller Non-Profits 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is N.T.E.U. 401(k) Plan in DC ($51M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Rockefeller Non-Profits 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Choicelegal Retirement Savings Plan in FL (90 participants, $318K 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 131760106.

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.