401(k) · DOL Form 5500 · 2024

The Rockefeller Foundation 401(k) Plan

Data updated 2026-08-11

$119M
Total assets: 218
Participants: 92nd
Percentile by assets: $545,452
Avg per participant

Official DOL plan name: The Retirement Savings Plan for Employees of the Rockefeller Foundation · Sponsored by The Rockefeller Foundation · New York · Other Services

$119M in assets, 218 participants

The Rockefeller Foundation's The Retirement Savings Plan for Employees of the Rockefeller Foundation reported $119M in total assets and 218 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 123,622 plans)
#7,494 in Other Services (7,719 peers)

Coverage in New York

The Retirement Savings Plan for Employees of the Rockefeller Foundation covers 218 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $119M.

$119M
total plan assets (2024 EOY): 218
covered participants: 92nd
percentile by assets (of 123,622 plans): $545,452
avg assets per participant

Where The Retirement Savings Plan for Employees of the Rockefeller Foundation sits by total assets

The Retirement Savings Plan for Employees of the Rockefeller Foundation vs every filed plan by assets

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

$118,908,589 Top 8% higher than 92% 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

The Retirement Savings Plan for Employees of the Rockefeller Foundation end-of-year assets rose from $100M in the plan year 2023 filing to $119M in the plan year 2024 filing.
The Retirement Savings Plan for Employees of the Rockefeller Foundation reported net income rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
The Retirement Savings Plan for Employees of the Rockefeller Foundation reported participants fell from 222 in the plan year 2023 filing to 218 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Other Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. The Retirement Savings Plan for Employees of the Rockefeller Foundation reports 218 participants - about 27% of that state average ($119M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$100M
Net Assets (End of Year)	$119M
Net Income	$19M
Employer EIN	131659629
Plan Effective Date	1967-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Rockefeller Foundation)

Total plan assets by year, all The Rockefeller Foundation plans on file

Year	Plans	Participants	Total Assets
2022	2	231	$174M
2023	2	245	$197M
2024	2	238	$218M

Nearby 401(k) Plans in New York

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

The Retirement Savings Plan for Employees of the Rockefeller Foundation vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare The Retirement Savings Plan for Employee… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Retirement Savings Plan for Employees of the Rockefeller Foundation by total assets, not by location.

Salem Clinic, P.C. 401(k) Cash or Deferred Savings Plan (OR) $119M · 407
Imprivata, Inc. 401(k) Plan (MA) $119M · 798
Sg Administration, LLC 401(k) Savings and Investment Plan (TX) $119M · 617
Motley Rice LLC Employee Retirement Savings Plan (SC) $119M · 294

Frequently Asked Questions

How did The Retirement Savings Plan for Employees of the Rockefeller Foundation assets move in 2024? ▼

The Retirement Savings Plan for Employees of the Rockefeller Foundation grew sharply - up 19.5% during 2024, from $100M to $119M. Reported net income was $19M.

How have The Rockefeller Foundation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Rockefeller Foundation's sponsor-wide assets grew 25.4%, from $174M to $218M.

Where does The Retirement Savings Plan for Employees of the Rockefeller Foundation rank by assets among Form 5500 filers? ▼

The Retirement Savings Plan for Employees of the Rockefeller Foundation ranks in the 92nd 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 The Retirement Savings Plan for Employees of the Rockefeller Foundation? ▼

Among 401(k) plans in other states, the closest by assets is Salem Clinic, P.C. 401(k) Cash or Deferred Savings Plan in OR ($119M, 407 participants).

Next read for The Retirement Savings Plan for Employee…

Filing takeaways

Ways to act on The Retirement Savings Plan for Employees of the Rockefeller Foundation's numbers.

By total assets, The Retirement Savings Plan for Employees of the Rockefeller Foundation 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 New York. Compare plans
The Rockefeller Foundation's sponsor-wide assets have grown 25.4% since 2022 across 3 plan years on file. More Other Services plans

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 131659629.