401(k) · DOL Form 5500 · 2024
The Rockefeller Foundation 401(k) Plan
Data updated 2026-08-25
- $119M
- Total assets Near avg plan size
- 218
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $545,452
- Avg per participant High balance/head
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.
- #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.
- #7,494
- in Other Services (7,719 peers)
- +19.5%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
The Retirement Savings Plan for Employees of the Rockefeller Foundation's outsized position 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 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. The Retirement Savings Plan for Employees of the Rockefeller Foundation sits mid-pack in the medium band (218 participants).
What changed between DOL Form 5500 filings
plan year 2023 → 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.
Published 5500 schedule card
Filing strip 131659629 · The Rockefeller Foundation PY 2024 · 401(k)
The Retirement Savings Plan for Employees of the Rockefeller Foundation · $119M · 218 · 92nd
- 5500 $119M
- 5500 218
- 5500 92nd
- 5500 401(k)
- 5500 near Salem Clinic, P.C. 401(k) Cash or Deferred Savings Plan
- 5500 ind #7494
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 →
The Retirement Savings Plan for Employees of the Rockefeller Foundation in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Rockefeller Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $218M 25.38303616601968% vs 2022
- 2024 filing year
| 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.
- 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
The Retirement Savings Plan for Employees of the Rockefeller Foundation's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Salem Clinic, P.C. 401(k) Cash or Deferred Savings Plan in OR ($119M); by covered participants it is Contexture LLC 401(k) Plan in CO (218 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($119M here).
Similar participant headcount
Nearest other-state filings by covered participants (218 participants); asset peers above are excluded.
- Contexture LLC 401(k) Plan (CO) 218 · 0 off
- Mars Electric Company 401(k) Savings Plan (OH) 218 · 0 off
- Meadowland Farmers Coop 401(k) Plan (MN) 218 · 0 off
- Resource Data, Inc. 401(k) Plan (AK) 218 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.