401(k) · DOL Form 5500 · 2023
Rotary International 401(k) Plan
Data updated 2026-08-11
- $146M
- Total assets
- 551
- Participants
- 93rd
- Percentile by assets
- $265,378
- Avg per participant
Official DOL plan name: Rotary International 401(k) Plan · Sponsored by Rotary International · Illinois · Other Services
$146M in assets, 551 participants
Rotary International's Rotary International 401(k) Plan reported $146M in total assets and 551 participants in its 2023 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 127,072 plans)
- #7,691 in Other Services (7,857 peers)
Where Rotary International 401(k) Plan sits by assets
Rotary International 401(k) Plan sits in the top 10% of all filed plans by assets, $146M for 551 participants (~$265,378/participant), up 21.6% in 2023.
- $146M
- total plan assets (2023 EOY)
- 551
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $265,378
- avg assets per participant
Where Rotary International 401(k) Plan sits by total assets
Rotary International 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$146,223,085 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rotary International 401(k) Plan reported net income rose from -$22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Rotary International 401(k) Plan end-of-year assets rose from $120M in the plan year 2022 filing to $146M in the plan year 2023 filing.
- Rotary International 401(k) Plan reported participants rose from 540 in the plan year 2022 filing to 551 in the plan year 2023 filing.
Rotary International 401(k) Plan vs the 2023 asset distribution
By assets, Rotary International 401(k) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $120M |
|---|---|
| Net Assets (End of Year) | $146M |
| Net Income | $26M |
| Employer EIN | 361707667 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rotary International)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 540 | $120M |
| 2023 | 1 | 551 | $146M |
| 2024 | 1 | 575 | $170M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Rotary International 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Rotary International 401(k) Plan by total assets, not by location.
- Canon Business Process Services Retirement and Investment Plan (NY) $146M · 1,276
- Tricorbraun 401(k) Plan (MO) $146M · 1,008
- Festo Corporation 401(k) Plan (NY) $146M · 872
- Tidewater Physicians Multispecialty Group, P.C. 401(k) Plan (VA) $146M · 1,051
Frequently Asked Questions
How did Rotary International 401(k) Plan assets move in 2023? ▼
How have Rotary International plan assets changed over time? ▼
Where does Rotary International 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Rotary International 401(k) Plan? ▼
Next read for Rotary International 401(k) Plan
Scale reading
Ways to act on Rotary International 401(k) Plan's numbers.
- By total assets, Rotary International 401(k) 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 Illinois. Compare plans
- Rotary International's sponsor-wide assets have grown 41.7% since 2022 across 3 plan years on file. More Other Services plans