Defined Benefit (Pension) · DOL Form 5500 · 2022

Rockefeller Group International, Inc. Pension Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
118
Participants Small participant base
93rd
Percentile by assets National rank
$974,570
Avg per participant High balance/head
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Official DOL plan name: Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. · Sponsored by Rockefeller Group International, Inc. · New York · Real Estate

$115M in assets, 118 participants

Rockefeller Group International, Inc.'s Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. reported $115M in total assets and 118 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.

  • #4,976 in Real Estate (5,057 peers)

Coverage in New York

Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. covers 118 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $115M.

#4,976
in Real Estate (5,057 peers)
-28.1%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $46M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.'s outsized position by total assets

Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. vs every filed plan by assets

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

$114,999,276 Top 7% higher than 93% 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

Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. sits mid-pack in the medium band (118 participants).

Plan-year Form 5500 strip

Filing strip 133975924 · Rockefeller Group International, Inc. PY 2022 · Defined Benefit (Pension)

Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. · $115M · 118 · 93rd

  • ASSETS $115M
  • ASSETS 118
  • ASSETS 93rd
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Appalachian Regional Healthcare, Inc. Retirement Plan
  • ASSETS ind #4976

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 Real Estate retirement plans → · Plans in New York →

Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. in the asset neighbourhood

Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.Retirement Income Plan for S…$115MAppalachian Regional Healthcare, Inc. Retirement PlanAppalachian Regional Healthc…$115MNorthwest Permanente, P.C., Cash Balance PlanNorthwest Permanente, P.C., …$115MMolex Hourly Employees' Pension PlanMolex Hourly Employees' Pens…$115MThe Burger King Retirement PlanThe Burger King Retirement P…$115M
End-of-year total assets ($M) among Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$160M
Net Assets (End of Year)$111M
Net Income-$46M
Employer EIN133975924
Plan Effective Date1940-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rockefeller Group International, Inc.)

Sponsor-wide plan assets over time

All Rockefeller Group International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$267M 24.82110279999472% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $214M $267M ▲ +24.8%
Year Plans Participants Total Assets
2022 2 287 $214M
2023 2 269 $241M
2024 2 286 $267M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc., Total assets ($B): 0.114999276 · Participants: 118Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.IBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. side-by-side with 3 peers →

Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Appalachian Regional Healthcare, Inc. Retirement Plan in KY ($115M); by covered participants it is Navistar, Inc. Salaried Employees Pension Plan No. 2 in IL (118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($115M here).

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. assets move in 2022? ▼
Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. declined sharply - down 28.1% during 2022, from $160M to $115M. Reported net income was -$46M.
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 Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. rank by assets among Form 5500 filers? ▼
Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. 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 Defined Benefit (Pension) plans are similar in size to Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Appalachian Regional Healthcare, Inc. Retirement Plan in KY ($115M, 414 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Navistar, Inc. Salaried Employees Pension Plan No. 2 in IL (118 participants, N/A 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 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.