401(k) · DOL Form 5500 · 2024
Rocket Lawyer Incorporated 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 263
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $41,942
- Avg per participant Low balance/head
Official DOL plan name: Rocket Lawyer 401(k) Plan · Sponsored by Rocket Lawyer Incorporated · California · Professional & Technical Services
$11M in assets, 263 participants
Rocket Lawyer Incorporated's Rocket Lawyer 401(k) Plan reported $11M in total assets and 263 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #11,338 in Professional & Technical Services (20,173 peers)
Coverage in California
Rocket Lawyer 401(k) Plan covers 263 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $11M.
- #11,338
- in Professional & Technical Services (20,173 peers)
- +22.2%
- assets growth YoY
Rocket Lawyer 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Rocket Lawyer 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,030,698 Top 42% higher than 58% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Rocket Lawyer 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. Rocket Lawyer 401(k) Plan sits mid-pack in the medium band (263 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rocket Lawyer 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Rocket Lawyer 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Rocket Lawyer 401(k) Plan reported participants fell from 268 in the plan year 2023 filing to 263 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 263054379 · Rocket Lawyer Incorporated PY 2024 · 401(k)
Rocket Lawyer 401(k) Plan · $11M · 263 · 58th
- BOY $11M
- SCH 263
- EBSA 58th
- PART 401(k)
- TYPE near Six Red Marbles, Inc. 401(k) Plan
- NET ind #11338
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 Professional & Technical Services retirement plans → · Plans in California →
Rocket Lawyer 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 263054379 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rocket Lawyer Incorporated)
Sponsor-wide plan assets over time
All Rocket Lawyer Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 100.71696731668405% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 234 | $5M |
| 2023 | 1 | 268 | $9M |
| 2024 | 1 | 263 | $11M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Rocket Lawyer 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Six Red Marbles, Inc. 401(k) Plan in MA ($11M); by covered participants it is Cansortium Holdings 401(k) Plan in FL (263 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Six Red Marbles, Inc. 401(k) Plan (MA) $11M · 73
- 2020 Companies, Inc. 401(k) Retirement Plan (TX) $11M · 1,952
- Feed My Starving Children 401(k) Plan (MN) $11M · 356
- Stratatech Education Group 401(k) Plan (AZ) $11M · 317
Similar participant headcount
Nearest other-state filings by covered participants (263 participants); asset peers above are excluded.
- Cansortium Holdings 401(k) Plan (FL) 263 · 0 off
- First National Bank Savings and Investment Plan (ME) 263 · 0 off
- The Informatics Applications Group 401(k) Profit Sharing Plan (VA) 263 · 0 off
- Calloway's Nursery, Inc. 401(k) Plan (TX) 263 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.