Other · DOL Form 5500 · 2022

The Rockefeller University Retirement Plan

Data updated 2026-08-25

$672M
Total assets Above avg plan size
1,357
Participants Near avg headcount
98th
Percentile by assets National rank
$495,459
Avg per participant High balance/head
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Official DOL plan name: The Rockefeller University Retirement Plan · Sponsored by The Rockefeller University · New York · Educational Services

$672M in assets, 1,357 participants

The Rockefeller University's The Rockefeller University Retirement Plan reported $672M in total assets and 1,357 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,932 in Educational Services (4,024 peers)

Where The Rockefeller University Retirement Plan sits by assets

The Rockefeller University Retirement Plan sits in the top 5% of all filed plans by assets, $672M for 1,357 participants (~$495,459/participant), down 12.7% in 2022.

#3,932
in Educational Services (4,024 peers)
-12.7%
assets change YoY
6.7×
vs typical plan assets (national mean)

The plan reported a net loss of $98M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Rockefeller University Retirement Plan's outsized position by total assets

The Rockefeller University Retirement Plan vs every filed plan by assets

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

$672,337,250 Top 2% higher than 98% 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

The Rockefeller University Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Rockefeller University Retirement Plan lands in the large band (1,357 participants).

Published 5500 schedule card

Filing strip 131624158 · The Rockefeller University PY 2022 · Other

The Rockefeller University Retirement Plan · $672M · 1,357 · 98th

  • BOY $672M
  • SCH 1,357
  • EBSA 98th
  • PART Other
  • TYPE near Tulane University Faculty and Administrative 403(b) Retirement Plan
  • NET ind #3932

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 Educational Services retirement plans → · Plans in New York →

The Rockefeller University Retirement Plan in the asset neighbourhood

The Members Retirement Plan$674MUmms Voluntary 403(b) Plan$673MTulane University Faculty and Administrative 403(b) Retirement PlanTulane University Faculty an…$673MThe Rockefeller University Retirement PlanThe Rockefeller University R…$672MAspirus, Inc. Retirement Plan$668M
End-of-year total assets ($M) among The Rockefeller University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$770M
Net Assets (End of Year)$672M
Net Income-$98M
Employer EIN131624158
Plan Effective Date1924-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Rockefeller University)

Sponsor-wide plan assets over time

All The Rockefeller University plans reported in each filing year

Latest sponsor-wide plan assets
$839M 24.854788575227683% vs 2022
2024 filing year
$600M$700M$800M$900M 202220232024 $672M $839M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 1,357 $672M
2023 1 1,330 $761M
2024 1 1,353 $839M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

The Rockefeller University Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 0246810 Total assets ($B) Participants The Rockefeller University Retirement Plan, Total assets ($B): 0.67233725 · Participants: 1357The Rockefeller University Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
The Rockefeller University Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Rockefeller University Retirement Plan side-by-side with 3 peers →

The Rockefeller University Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Tulane University Faculty and Administrative 403(b) Retirement Plan in LA ($673M); by covered participants it is Hannibal Regional Hospital Retirement Savings Plan in MO (1,358 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($672M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,357 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 The Rockefeller University Retirement Plan assets move in 2022? ▼
The Rockefeller University Retirement Plan pulled back noticeably - down 12.7% during 2022, from $770M to $672M. Reported net income was -$98M.
How have The Rockefeller University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Rockefeller University's sponsor-wide assets grew 24.9%, from $672M to $839M.
Where does The Rockefeller University Retirement Plan rank by assets among Form 5500 filers? ▼
The Rockefeller University Retirement Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to The Rockefeller University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Tulane University Faculty and Administrative 403(b) Retirement Plan in LA ($673M, 3,246 participants).
Which Other plans cover a similar participant headcount to The Rockefeller University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hannibal Regional Hospital Retirement Savings Plan in MO (1,358 participants, $90M 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 131624158.

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.