Defined Benefit (Pension) · DOL Form 5500 · 2023

Rockefeller Group International, Inc. Pension Plan

Data updated 2026-08-25

$121M
Total assets Near avg plan size
104
Participants Small participant base
92nd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. · Sponsored by Rockefeller Group International, Inc. · New York · Real Estate

$121M in assets, 104 participants

Rockefeller Group International, Inc.'s Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. reported $121M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #4,632 in Real Estate (4,727 peers)

Coverage in New York

Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. covers 104 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $121M.

#4,632
in Real Estate (4,727 peers)
+5.3%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.'s outsized position by total assets

Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. vs every filed plan by assets

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

$121,058,722 Top 8% higher than 92% 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

Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. 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. Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. reported net income rose from -$46M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. reported participants fell from 118 in the plan year 2022 filing to 104 in the plan year 2023 filing.
  • Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. end-of-year assets rose from $115M in the plan year 2022 filing to $121M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133975924 · Rockefeller Group International, Inc. PY 2023 · Defined Benefit (Pension)

Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. · $121M · 104 · 92nd

  • SCH $121M
  • EBSA 104
  • PART 92nd
  • TYPE Defined Benefit (Pension)
  • NET near Herc Rentals Pension Plan
  • BOOK ind #4632

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 Real Estate retirement plans → · Plans in New York →

Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. in the asset neighbourhood

Clearwater Paper Salaried Retirement PlanClearwater Paper Salaried Re…$121MKraton Polymers US, LLC Pension PlanKraton Polymers US, LLC Pens…$121MRetirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.Retirement Income Plan for S…$121MHerc Rentals Pension Plan$121MZiply Fiber Pension Plan$121M
End-of-year total assets ($M) among Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$118M
Net Income$7M
Employer EIN133975924
Plan Effective Date1940-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rockefeller Group International, Inc.)

Sponsor-wide plan assets over time

All Rockefeller Group International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$267M 24.82110279999472% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $214M $267M ▲ +24.8%
Year Plans Participants Total Assets
2022 2 287 $214M
2023 2 269 $241M
2024 2 286 $267M

Nearby Defined Benefit (Pension) Plans in New York

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

Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc., Total assets ($B): 0.121058722 · Participants: 104Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.IBM 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
Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. side-by-side with 3 peers →

Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Herc Rentals Pension Plan in FL ($121M); by covered participants it is Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly Employees in PA (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($121M here).

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. assets move in 2023? ▼
Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. grew at a solid clip - up 5.3% during 2023, from $115M to $121M. Reported net income was $7M.
How have Rockefeller Group International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rockefeller Group International, Inc.'s sponsor-wide assets grew 24.8%, from $214M to $267M.
Where does Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. rank by assets among Form 5500 filers? ▼
Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. ranks in the 92nd 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 Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Herc Rentals Pension Plan in FL ($121M, 1,119 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly Employees in PA (104 participants, $16M 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 133975924.

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.