Defined Benefit (Pension) · DOL Form 5500 · 2023

The Rockefeller Foundation Pension Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
23
Participants Small participant base
91st
Percentile by assets National rank
$4.2M
Avg per participant High balance/head
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Official DOL plan name: The Retirement Income Plan for Employees of the Rockefeller Foundation · Sponsored by The Rockefeller Foundation · New York · Other Services

$98M in assets, 23 participants

The Rockefeller Foundation's The Retirement Income Plan for Employees of the Rockefeller Foundation reported $98M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,600 in Other Services (7,857 peers)

Where The Retirement Income Plan for Employees of the Rockefeller Foundation sits by assets

The Retirement Income Plan for Employees of the Rockefeller Foundation sits in the top 10% of all filed plans by assets, $98M for 23 participants (~$4.2M/participant), up 5.5% in 2023.

#7,600
in Other Services (7,857 peers)
+5.5%
assets growth YoY
1.0×
vs typical plan assets (national mean)

The Retirement Income Plan for Employees of the Rockefeller Foundation's outsized position by total assets

The Retirement Income Plan for Employees of the Rockefeller Foundation vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$97,722,974 Top 9% higher than 91% 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

The Retirement Income Plan for Employees of the Rockefeller Foundation among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Retirement Income Plan for Employees of the Rockefeller Foundation is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Retirement Income Plan for Employees of the Rockefeller Foundation reported net income rose from -$18M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Retirement Income Plan for Employees of the Rockefeller Foundation reported participants fell from 27 in the plan year 2022 filing to 23 in the plan year 2023 filing.
  • The Retirement Income Plan for Employees of the Rockefeller Foundation end-of-year assets rose from $93M in the plan year 2022 filing to $98M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 131659629 · The Rockefeller Foundation PY 2023 · Defined Benefit (Pension)

The Retirement Income Plan for Employees of the Rockefeller Foundation · $98M · 23 · 91st

  • 5500 $98M
  • 5500 23
  • 5500 91st
  • 5500 Defined Benefit (Pension)
  • 5500 near Henniges Automotive Consolidated Pension Plan
  • 5500 ind #7600

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 New York →

The Retirement Income Plan for Employees of the Rockefeller Foundation in the asset neighbourhood

Sound Variable Annuity Pension TrustSound Variable Annuity Pensi…$98MMdu Resources Group, Inc. Pension Plan for Non-Bargaining Unit EmployeesMdu Resources Group, Inc. Pe…$98MThe Retirement Income Plan for Employees of the Rockefeller FoundationThe Retirement Income Plan f…$98MHenniges Automotive Consolidated Pension PlanHenniges Automotive Consolid…$98MPension Plan for Eaton Employees in Puerto RicoPension Plan for Eaton Emplo…$98M
End-of-year total assets ($M) among The Retirement Income Plan for Employees of the Rockefeller Foundation and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$98M
Net Income$5M
Employer EIN131659629
Plan Effective Date1966-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Rockefeller Foundation)

Sponsor-wide plan assets over time

All The Rockefeller Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$218M 25.38303616601968% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $174M $218M ▲ +25.4%
Year Plans Participants Total Assets
2022 2 231 $174M
2023 2 245 $197M
2024 2 238 $218M

Nearby Defined Benefit (Pension) Plans in New York

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

The Retirement Income Plan for Employees of the Rockefeller Foundation vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Retirement Income Plan for Employees of the Rockefeller Foundation, Total assets ($B): 0.097722974 · Participants: 23The Retirement Income Plan for Employees of the Rockefeller FoundationIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
The Retirement Income Plan for Employees of the Rockefeller Foundation vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Retirement Income Plan for Employees of the Rockefeller Foundation side-by-side with 3 peers →

The Retirement Income Plan for Employees of the Rockefeller Foundation's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Henniges Automotive Consolidated Pension Plan in MI ($98M); by covered participants it is Management Employees' Retirement Plan of Besser Company in MI (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 The Retirement Income Plan for Employees of the Rockefeller Foundation assets move in 2023? ▼
The Retirement Income Plan for Employees of the Rockefeller Foundation grew at a solid clip - up 5.5% during 2023, from $93M to $98M. Reported net income was $5M.
How have The Rockefeller Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Rockefeller Foundation's sponsor-wide assets grew 25.4%, from $174M to $218M.
Where does The Retirement Income Plan for Employees of the Rockefeller Foundation rank by assets among Form 5500 filers? ▼
The Retirement Income Plan for Employees of the Rockefeller Foundation ranks in the 91st 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 Defined Benefit (Pension) plans are similar in size to The Retirement Income Plan for Employees of the Rockefeller Foundation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Henniges Automotive Consolidated Pension Plan in MI ($98M, 253 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Retirement Income Plan for Employees of the Rockefeller Foundation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Management Employees' Retirement Plan of Besser Company in MI (23 participants, N/A 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 131659629.

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.