401(k) · DOL Form 5500 · 2024

Rotary International 401(k) Plan

Data updated 2026-08-25

$170M
Total assets Near avg plan size
575
Participants Below avg headcount
94th
Percentile by assets National rank
$296,348
Avg per participant High balance/head
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Official DOL plan name: Rotary International 401(k) Plan · Sponsored by Rotary International · Illinois · Other Services

$170M in assets, 575 participants

Rotary International's Rotary International 401(k) Plan reported $170M in total assets and 575 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,565 in Other Services (7,719 peers)

Where Rotary International 401(k) Plan sits by assets

Rotary International 401(k) Plan sits in the top 10% of all filed plans by assets, $170M for 575 participants (~$296,348/participant), up 16.5% in 2024.

#7,565
in Other Services (7,719 peers)
+16.5%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Rotary International 401(k) Plan's outsized position by total assets

Rotary International 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$170,400,196 Top 6% higher than 94% of 123,620 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 2024

Rotary International 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rotary International 401(k) Plan sits mid-pack in the medium band (575 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rotary International 401(k) Plan end-of-year assets rose from $146M in the plan year 2023 filing to $170M in the plan year 2024 filing.
  • Rotary International 401(k) Plan reported net income fell from $26M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Rotary International 401(k) Plan reported participants rose from 551 in the plan year 2023 filing to 575 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 361707667 · Rotary International PY 2024 · 401(k)

Rotary International 401(k) Plan · $170M · 575 · 94th

  • IND $170M
  • EOY 575
  • 5500 94th
  • ASSETS 401(k)
  • PCT near Popular, Inc. USA 401(k) Savings & Investment Plan
  • EIN ind #7565

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 Other Services retirement plans → · Plans in Illinois →

Rotary International 401(k) Plan in the asset neighbourhood

Infoblox 401(k) Retirement PlanInfoblox 401(k) Retirement P…$170MRetirement Savings Plan of the Ford Meter Box Company, Inc.Retirement Savings Plan of t…$170MRotary International 401(k) PlanRotary International 401(k) …$170MPopular, Inc. USA 401(k) Savings & Investment PlanPopular, Inc. USA 401(k) Sav…$170MDelta America Ltd. 401(k) Salary Savings Plan and TrustDelta America Ltd. 401(k) Sa…$170M
End-of-year total assets ($M) among Rotary International 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$146M
Net Assets (End of Year)$170M
Net Income$24M
Employer EIN361707667
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rotary International)

Sponsor-wide plan assets over time

All Rotary International plans reported in each filing year

Latest sponsor-wide plan assets
$170M 41.73435472448303% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $120M $170M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 540 $120M
2023 1 551 $146M
2024 1 575 $170M

Nearby 401(k) Plans in Illinois

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

Rotary International 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Rotary International 401(k) Plan, Total assets ($B): 0.170400196 · Participants: 575Rotary International 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Rotary International 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Rotary International 401(k) Plan side-by-side with 3 peers →

Rotary International 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Popular, Inc. USA 401(k) Savings & Investment Plan in PR ($170M); by covered participants it is Psemi Corporation 401(k) Plan in CA (575 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (575 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rotary International 401(k) Plan assets move in 2024? ▼
Rotary International 401(k) Plan grew sharply - up 16.5% during 2024, from $146M to $170M. Reported net income was $24M.
How have Rotary International plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rotary International's sponsor-wide assets grew 41.7%, from $120M to $170M.
Where does Rotary International 401(k) Plan rank by assets among Form 5500 filers? ▼
Rotary International 401(k) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Rotary International 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Popular, Inc. USA 401(k) Savings & Investment Plan in PR ($170M, 942 participants).
Which 401(k) plans cover a similar participant headcount to Rotary International 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Psemi Corporation 401(k) Plan in CA (575 participants, $121M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 361707667.

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.