401(k) · DOL Form 5500 · 2024
Rotary International 401(k) Plan
Data updated 2026-08-11
- $170M
- Total assets
- 575
- Participants
- 94th
- Percentile by assets
- $296,348
- Avg per participant
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.
- 94th percentile by assets (of 123,622 plans)
- #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.
- $170M
- total plan assets (2024 EOY)
- 575
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $296,348
- avg assets per participant
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.
Rotary International 401(k) Plan vs the 2024 asset distribution
By assets, Rotary International 401(k) Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $146M |
|---|---|
| Net Assets (End of Year) | $170M |
| Net Income | $24M |
| Employer EIN | 361707667 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rotary International)
| 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
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Rotary International 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Rotary International 401(k) Plan assets move in 2024? ▼
How have Rotary International plan assets changed over time? ▼
Where does Rotary International 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Rotary International 401(k) Plan? ▼
Next read for Rotary International 401(k) Plan
Scale reading
Ways to act on Rotary International 401(k) Plan's numbers.
- By total assets, Rotary International 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Rotary International's sponsor-wide assets have grown 41.7% since 2022 across 3 plan years on file. More Other Services plans