401(k) · DOL Form 5500 · 2023

Rocket Software, Inc. 401(k) Plan

Data updated 2026-08-11

$215M
Total assets
949
Participants
95th
Percentile by assets
$226,898
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Rocket Software, Inc. 401(k) Plan · Sponsored by Rocket Software, Inc. · Massachusetts · Professional & Technical Services

$215M in assets, 949 participants

Rocket Software, Inc.'s Rocket Software, Inc. 401(k) Plan reported $215M in total assets and 949 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 127,072 plans)
  • #19,544 in Professional & Technical Services (20,321 peers)

Where Rocket Software, Inc. 401(k) Plan sits by assets

Rocket Software, Inc. 401(k) Plan sits in the top 5% of all filed plans by assets, $215M for 949 participants (~$226,898/participant), up 15.6% in 2023.

$215M
total plan assets (2023 EOY)
949
covered participants
95th
percentile by assets (of 127,072 plans)
$226,898
avg assets per participant

Where Rocket Software, Inc. 401(k) Plan sits by total assets

Rocket Software, Inc. 401(k) Plan vs every filed plan by assets

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

$215,326,049 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rocket Software, Inc. 401(k) Plan reported net income rose from -$37M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Rocket Software, Inc. 401(k) Plan end-of-year assets rose from $186M in the plan year 2022 filing to $215M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Massachusetts
Industry
Professional & Technical Services

Rocket Software, Inc. 401(k) Plan vs the 2023 asset distribution

By assets, Rocket Software, Inc. 401(k) Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$186M
Net Assets (End of Year)$215M
Net Income$29M
Employer EIN043090800
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rocket Software, Inc.)

$150M$200M$250M$300M 202220232024 $186M $276M ▲ +47.9%
Total plan assets by year, all Rocket Software, Inc. plans on file
Year Plans Participants Total Assets
2022 1 946 $186M
2023 1 949 $215M
2024 1 880 $276M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rocket Software, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Rocket Software, Inc…, Total assets ($B): 0.215326049 · Participants: 949Rocket Software, Inc…Fidelity Retirement …, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Instit…Boston Scientific Co…, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Co…Philips North Americ…, Total assets ($B): 5.779286156 · Participants: 19120Philips North Americ…
Rocket Software, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Rocket Software, Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Rocket Software, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Rocket Software, Inc. 401(k) Plan assets move in 2023? ▼
Rocket Software, Inc. 401(k) Plan grew sharply - up 15.6% during 2023, from $186M to $215M. Reported net income was $29M.
How have Rocket Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rocket Software, Inc.'s sponsor-wide assets grew 47.9%, from $186M to $276M.
Where does Rocket Software, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Rocket Software, Inc. 401(k) Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Rocket Software, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Scientific Games, LLC 401(k) Plan in GA ($215M, 1,126 participants).

Next read for Rocket Software, Inc. 401(k) Plan

Scale reading

Ways to act on Rocket Software, Inc. 401(k) Plan's numbers.

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 043090800.

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.