401(k) · DOL Form 5500 · 2022
Rockefeller Philanthropy Advisors, Inc. 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 222
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $162,768
- Avg per participant Above avg balance/head
Official DOL plan name: Rockefeller Philanthropy Advisors 401(k) Plan · Sponsored by Rockefeller Philanthropy Advisors, Inc. · New York · Other Services
$36M in assets, 222 participants
Rockefeller Philanthropy Advisors, Inc.'s Rockefeller Philanthropy Advisors 401(k) Plan reported $36M in total assets and 222 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #7,801 in Other Services (8,398 peers)
Coverage in New York
Rockefeller Philanthropy Advisors 401(k) Plan covers 222 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $36M.
- #7,801
- in Other Services (8,398 peers)
- -1.0%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $357K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rockefeller Philanthropy Advisors 401(k) Plan's outsized position by total assets
Rockefeller Philanthropy Advisors 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$36,134,493 Top 15% higher than 85% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Rockefeller Philanthropy Advisors 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rockefeller Philanthropy Advisors 401(k) Plan sits mid-pack in the medium band (222 participants).
Published 5500 schedule card
Filing strip 133615533 · Rockefeller Philanthropy Advisors, Inc. PY 2022 · 401(k)
Rockefeller Philanthropy Advisors 401(k) Plan · $36M · 222 · 85th
- PART $36M
- TYPE 222
- NET 85th
- BOOK 401(k)
- VS-ST near Sps New England, Inc. Profit Sharing/Retirement Plan
- BOY ind #7801
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 New York →
Rockefeller Philanthropy Advisors 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | -$357K |
| Employer EIN | 133615533 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rockefeller Philanthropy Advisors, Inc.)
Sponsor-wide plan assets over time
All Rockefeller Philanthropy Advisors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $75M 107.99235788364321% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 222 | $36M |
| 2023 | 1 | 435 | $61M |
| 2024 | 1 | 516 | $75M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Rockefeller Philanthropy Advisors 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Sps New England, Inc. Profit Sharing/Retirement Plan in MA ($36M); by covered participants it is Home Products International - North America, Inc. Retirement Savings Plan in IL (222 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Sps New England, Inc. Profit Sharing/Retirement Plan (MA) $36M · 326
- Unitus Community Credit Union 401(k) Plan (OR) $36M · 274
- Key Tronic 401(k) Retirement Savings Plan (WA) $36M · 311
- Brex 401(k) Plan (CA) $36M · 806
Similar participant headcount
Nearest other-state filings by covered participants (222 participants); asset peers above are excluded.
- Home Products International - North America, Inc. Retirement Savings Plan (IL) 222 · 0 off
- Otterbase 401(k) Plan (MI) 222 · 0 off
- Undc 401(k) Profit Sharing Plan (CA) 222 · 0 off
- New England Federal Credit Union Salary Savings Plan (VT) 222 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.