Other · DOL Form 5500 · 2023
The Rockefeller University Retirement Plan
Data updated 2026-08-11
- $761M
- Total assets
- 1,330
- Participants
- 98th
- Percentile by assets
- $572,096
- Avg per participant
Official DOL plan name: The Rockefeller University Retirement Plan · Sponsored by The Rockefeller University · New York · Educational Services
$761M in assets, 1,330 participants
The Rockefeller University's The Rockefeller University Retirement Plan reported $761M in total assets and 1,330 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #3,642 in Educational Services (3,735 peers)
Where The Rockefeller University Retirement Plan sits by assets
The Rockefeller University Retirement Plan sits in the top 5% of all filed plans by assets, $761M for 1,330 participants (~$572,096/participant), up 13.2% in 2023.
- $761M
- total plan assets (2023 EOY)
- 1,330
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $572,096
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Rockefeller University Retirement Plan reported net income rose from -$98M in the plan year 2022 filing to $89M in the plan year 2023 filing.
- The Rockefeller University Retirement Plan end-of-year assets rose from $672M in the plan year 2022 filing to $761M in the plan year 2023 filing.
- The Rockefeller University Retirement Plan reported participants fell from 1,357 in the plan year 2022 filing to 1,330 in the plan year 2023 filing.
The Rockefeller University Retirement Plan vs the 2023 asset distribution
By assets, The Rockefeller University Retirement Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 7.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $672M |
|---|---|
| Net Assets (End of Year) | $761M |
| Net Income | $89M |
| Employer EIN | 131624158 |
| Plan Effective Date | 1924-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Rockefeller University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,357 | $672M |
| 2023 | 1 | 1,330 | $761M |
| 2024 | 1 | 1,353 | $839M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
The Rockefeller University Retirement Plan vs. nearby Other plans in New York, assets vs. participants
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Rockefeller University Retirement Plan by total assets, not by location.
- William Marsh Rice University Supplemental 403(b) Plan (TX) $764M · 5,345
- University of Miami Supplemental Retirement Annuity Program (FL) $758M · 1,918
- Nationwide Children's Hospital Inc 403(b) Tax Sheltered Annuity Plan (OH) $754M · 10,060
- Summa Health 403(b) Retirement Savings Plan (OH) $768M · 4,948
Frequently Asked Questions
How did The Rockefeller University Retirement Plan assets move in 2023? ▼
How have The Rockefeller University plan assets changed over time? ▼
Where does The Rockefeller University Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Rockefeller University Retirement Plan? ▼
Next read for The Rockefeller University Retirement Pl…
Scale reading
Ways to act on The Rockefeller University Retirement Plan's numbers.
- By total assets, The Rockefeller University Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- The Rockefeller University's sponsor-wide assets have grown 24.9% since 2022 across 3 plan years on file. More Educational Services plans