Other · DOL Form 5500 · 2023
The Rockefeller University Retirement Plan
Data updated 2026-08-25
- $761M
- Total assets Above avg plan size
- 1,330
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $572,096
- Avg per participant High balance/head
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.
- #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.
- #3,642
- in Educational Services (3,735 peers)
- +13.2%
- assets growth YoY
- 7.6×
- vs typical plan assets (national mean)
The Rockefeller University Retirement Plan's outsized position by total assets
The Rockefeller University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$760,887,665 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Rockefeller University Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Rockefeller University Retirement Plan lands in the large band (1,330 participants).
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.
EBSA filing schedule strip
Filing strip 131624158 · The Rockefeller University PY 2023 · Other
The Rockefeller University Retirement Plan · $761M · 1,330 · 98th
- PHOTO $761M
- IND 1,330
- EOY 98th
- 5500 Other
- ASSETS near William Marsh Rice University Supplemental 403(b) Plan
- PCT ind #3642
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 Educational Services retirement plans → · Plans in New York →
The Rockefeller University Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Rockefeller University plans reported in each filing year
- Latest sponsor-wide plan assets
- $839M 24.854788575227683% vs 2022
- 2024 filing year
| 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.
- 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
The Rockefeller University Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is William Marsh Rice University Supplemental 403(b) Plan in TX ($764M); by covered participants it is Stevens Institute of Technology Defined Contributi in NJ (1,330 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($761M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,330 participants); asset peers above are excluded.
- Stevens Institute of Technology Defined Contributi (NJ) 1,330 · 0 off
- Legacy Lifecare 403(b) Plan (MA) 1,330 · 0 off
- Regis University Defined Contribution Plan (CO) 1,329 · 1 off
- New England Baptist Hospital 403(b) Plan (MA) 1,331 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.