401(k) · DOL Form 5500 · 2023

Rotary International 401(k) Plan

Data updated 2026-08-25

$146M
Total assets Near avg plan size
551
Participants Below avg headcount
93rd
Percentile by assets National rank
$265,378
Avg per participant High balance/head
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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.

  • #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.

#7,691
in Other Services (7,857 peers)
+21.6%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Rotary International 401(k) Plan's outsized position 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

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 2023

Rotary International 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rotary International 401(k) Plan sits mid-pack in the medium band (551 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 361707667 · Rotary International PY 2023 · 401(k)

Rotary International 401(k) Plan · $146M · 551 · 93rd

  • 5500 $146M
  • ASSETS 551
  • PCT 93rd
  • EIN 401(k)
  • RANK near Canon Business Process Services Retirement and Investment Plan
  • PHOTO ind #7691

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 Illinois →

Rotary International 401(k) Plan in the asset neighbourhood

Tidewater Physicians Multispecialty Group, P.C. 401(k) PlanTidewater Physicians Multisp…$146MFesto Corporation 401(k) Plan$146MCanon Business Process Services Retirement and Investment PlanCanon Business Process Servi…$146MRotary International 401(k) PlanRotary International 401(k) …$146MTricorbraun 401(k) Plan$146M
End-of-year total assets ($M) among Rotary International 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$146M
Net Income$26M
Employer EIN361707667
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rotary International)

Sponsor-wide plan assets over time

All Rotary International plans reported in each filing year

Latest sponsor-wide plan assets
$170M 41.73435472448303% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $120M $170M ▲ +41.7%
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 Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Rotary International 401(k) Plan, Total assets ($B): 0.146223085 · Participants: 551Rotary International 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Rotary International 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Rotary International 401(k) Plan side-by-side with 3 peers →

Rotary International 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Canon Business Process Services Retirement and Investment Plan in NY ($146M); by covered participants it is Husky Retirement Savings in VT (551 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($146M here).

Similar participant headcount

Nearest other-state filings by covered participants (551 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rotary International 401(k) Plan assets move in 2023? ▼
Rotary International 401(k) Plan grew sharply - up 21.6% during 2023, from $120M to $146M. Reported net income was $26M.
How have Rotary International plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rotary International's sponsor-wide assets grew 41.7%, from $120M to $170M.
Where does Rotary International 401(k) Plan rank by assets among Form 5500 filers? ▼
Rotary International 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Rotary International 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Canon Business Process Services Retirement and Investment Plan in NY ($146M, 1,276 participants).
Which 401(k) plans cover a similar participant headcount to Rotary International 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Husky Retirement Savings in VT (551 participants, $153M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 361707667.

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.