Other · DOL Form 5500 · 2023
Rocketship Education Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 1,320
- Participants Near avg headcount
- 74th
- Percentile by assets National rank
- $16,377
- Avg per participant Low balance/head
Official DOL plan name: Rocketship Education Retirement Savings Plan · Sponsored by Rocketship Education · California · Educational Services
$22M in assets, 1,320 participants
Rocketship Education's Rocketship Education Retirement Savings Plan reported $22M in total assets and 1,320 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #2,140 in Educational Services (3,735 peers)
Coverage in California
Rocketship Education Retirement Savings Plan covers 1,320 participants in California, 2.1x the typical California plan (state average ~630 per filing). Assets: $22M.
- #2,140
- in Educational Services (3,735 peers)
- +32.2%
- assets growth YoY
Rocketship Education Retirement Savings Plan's outsized position by total assets
Rocketship Education Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,617,242 Top 26% higher than 74% 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
Rocketship Education Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rocketship Education Retirement Savings Plan lands in the large band (1,320 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rocketship Education Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Rocketship Education Retirement Savings Plan end-of-year assets rose from $16M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Rocketship Education Retirement Savings Plan reported participants rose from 1,273 in the plan year 2022 filing to 1,320 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 204040597 · Rocketship Education PY 2023 · Other
Rocketship Education Retirement Savings Plan · $22M · 1,320 · 74th
- PART $22M
- TYPE 1,320
- NET 74th
- BOOK Other
- VS-ST near Renaissance Behavioral Health System, Inc. and Mental Health Resource Center, Inc. Tax Deferred Annuity Savings Plan
- BOY ind #2140
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 California →
Rocketship Education Retirement Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $5M |
| Employer EIN | 204040597 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rocketship Education)
Sponsor-wide plan assets over time
All Rocketship Education plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 54.32826257092545% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,273 | $16M |
| 2023 | 1 | 1,320 | $22M |
| 2024 | 1 | 1,375 | $25M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Rocketship Education Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Renaissance Behavioral Health System, Inc. and Mental Health Resource Center, Inc. Tax Deferred Annuity Savings Plan in FL ($22M); by covered participants it is The Charles Stark Draper Laboratory, Inc. Supplemental Retirement Annuity Plan in MA (1,319 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Renaissance Behavioral Health System, Inc. and Mental Health Resource Center, Inc. Tax Deferred Annuity Savings Plan (FL) $22M · 448
- Montgomery Baptist Outreach Services Corporation 403b Plan (AL) $22M · 395
- The Bronx Defenders 403(b) Plan (NY) $22M · 395
- Bay Ridge Preparatory School Retirement Plan (NY) $22M · 91
Similar participant headcount
Nearest other-state filings by covered participants (1,320 participants); asset peers above are excluded.
- The Charles Stark Draper Laboratory, Inc. Supplemental Retirement Annuity Plan (MA) 1,319 · 1 off
- Plumbers & Pipefitters Local 760 Savings and Investment Plan (AL) 1,319 · 1 off
- Center for Human Development DC Retirement Plan (MA) 1,324 · 4 off
- Park Nicollet Health Services 403(b) Retirement Savings Plan (MN) 1,315 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.