401(k) · DOL Form 5500 · 2023

Rocket Software, Inc. 401(k) Plan

Data updated 2026-08-25

$215M
Total assets Near avg plan size
949
Participants Near avg headcount
95th
Percentile by assets National rank
$226,898
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#19,544
in Professional & Technical Services (20,321 peers)
+15.6%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Rocket Software, Inc. 401(k) Plan's outsized position 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 $2,050,000,000 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

Rocket Software, Inc. 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. Rocket Software, Inc. 401(k) Plan sits mid-pack in the medium band (949 participants).

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 →

Plan-year Form 5500 strip

Filing strip 043090800 · Rocket Software, Inc. PY 2023 · 401(k)

Rocket Software, Inc. 401(k) Plan · $215M · 949 · 95th

  • PHOTO $215M
  • PHOTO 949
  • PHOTO 95th
  • PHOTO 401(k)
  • PHOTO near Scientific Games, LLC 401(k) Plan
  • PHOTO ind #19544

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Rocket Software, Inc. 401(k) Plan in the asset neighbourhood

Nextier Oilfield Solutions 401(k) PlanNextier Oilfield Solutions 4…$215MNorthern California Carpenters 401(k) Trust FundNorthern California Carpente…$215MThe Glenmede Corporation Savings and Investment PlanThe Glenmede Corporation Sav…$215MScientific Games, LLC 401(k) PlanScientific Games, LLC 401(k)…$215MRocket Software, Inc. 401(k) PlanRocket Software, Inc. 401(k)…$215M
End-of-year total assets ($M) among Rocket Software, Inc. 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)$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.)

Sponsor-wide plan assets over time

All Rocket Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$276M 47.93308107488874% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $186M $276M ▲ +47.9%
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 ($B) Participants Rocket Software, Inc. 401(k) Plan, Total assets ($B): 0.215326049 · Participants: 949Rocket Software, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
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 →

Rocket Software, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Scientific Games, LLC 401(k) Plan in GA ($215M); by covered participants it is Univest Financial Corporation Deferred Salary Savings Plan in PA (949 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($215M here).

Similar participant headcount

Nearest other-state filings by covered participants (949 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 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).
Which 401(k) plans cover a similar participant headcount to Rocket Software, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Univest Financial Corporation Deferred Salary Savings Plan in PA (949 participants, $109M 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 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.