Defined Benefit (Pension) · DOL Form 5500 · 2024
The Rockefeller Foundation Pension Plan
Data updated 2026-08-25
- $99M
- Total assets Below avg plan size
- 20
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $5.0M
- Avg per participant High balance/head
Official DOL plan name: The Retirement Income Plan for Employees of the Rockefeller Foundation · Sponsored by The Rockefeller Foundation · New York · Other Services
$99M in assets, 20 participants
The Rockefeller Foundation's The Retirement Income Plan for Employees of the Rockefeller Foundation reported $99M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #7,443 in Other Services (7,719 peers)
Where The Retirement Income Plan for Employees of the Rockefeller Foundation sits by assets
The Retirement Income Plan for Employees of the Rockefeller Foundation sits in the top 10% of all filed plans by assets, $99M for 20 participants (~$5.0M/participant), up 1.7% in 2024.
- #7,443
- in Other Services (7,719 peers)
- +1.7%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
The Retirement Income Plan for Employees of the Rockefeller Foundation's outsized position by total assets
The Retirement Income Plan for Employees of the Rockefeller Foundation vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$99,404,320 Top 10% higher than 90% 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 Income Plan for Employees of the Rockefeller Foundation among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Retirement Income Plan for Employees of the Rockefeller Foundation is a small filing (20 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Retirement Income Plan for Employees of the Rockefeller Foundation reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The Retirement Income Plan for Employees of the Rockefeller Foundation reported participants fell from 23 in the plan year 2023 filing to 20 in the plan year 2024 filing.
- The Retirement Income Plan for Employees of the Rockefeller Foundation end-of-year assets rose from $98M in the plan year 2023 filing to $99M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 131659629 · The Rockefeller Foundation PY 2024 · Defined Benefit (Pension)
The Retirement Income Plan for Employees of the Rockefeller Foundation · $99M · 20 · 90th
- IND $99M
- EOY 20
- 5500 90th
- ASSETS Defined Benefit (Pension)
- PCT near Berwind Corporation Employees' Retirement Plan
- EIN ind #7443
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 Income Plan for Employees of the Rockefeller Foundation in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | $2M |
| Employer EIN | 131659629 |
| Plan Effective Date | 1966-07-01 |
| 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 Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
The Retirement Income Plan for Employees of the Rockefeller Foundation's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Berwind Corporation Employees' Retirement Plan in PA ($99M); by covered participants it is Lily Bleu, Inc. Defined Benefit Pension Plan in CA (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($99M here).
Similar participant headcount
Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.
- Lily Bleu, Inc. Defined Benefit Pension Plan (CA) 20 · 0 off
- The Scott Fetzer Pension Plan for Hourly Employees of Adalet (IBEW) (OH) 20 · 0 off
- Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC (IN) 20 · 0 off
- Retirement Plan of Certain Employees of Ceva Logistics U.S. Inc. (TX) 20 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.