401(k) · DOL Form 5500 · 2024

Rockefeller Group International, Inc. 401(k) Plan

Data updated 2026-08-11

$144M
Total assets: 185
Participants: 93rd
Percentile by assets: $779,161
Avg per participant

Official DOL plan name: Rockefeller Group International, Inc. Incentive Savings Plan · Sponsored by Rockefeller Group International, Inc. · New York · Real Estate

$144M in assets, 185 participants

Rockefeller Group International, Inc.'s Rockefeller Group International, Inc. Incentive Savings Plan reported $144M in total assets and 185 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 123,622 plans)
#4,511 in Real Estate (4,605 peers)

Coverage in New York

Rockefeller Group International, Inc. Incentive Savings Plan covers 185 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $144M.

$144M
total plan assets (2024 EOY): 185
covered participants: 93rd
percentile by assets (of 123,622 plans): $779,161
avg assets per participant

Where Rockefeller Group International, Inc. Incentive Savings Plan sits by total assets

Rockefeller Group International, Inc. Incentive Savings Plan vs every filed plan by assets

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

$144,144,832 Top 7% higher than 93% 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

Rockefeller Group International, Inc. Incentive Savings Plan end-of-year assets rose from $120M in the plan year 2023 filing to $144M in the plan year 2024 filing.
Rockefeller Group International, Inc. Incentive Savings Plan reported net income rose from $20M in the plan year 2023 filing to $24M in the plan year 2024 filing.
Rockefeller Group International, Inc. Incentive Savings Plan reported participants rose from 165 in the plan year 2023 filing to 185 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Real Estate

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Rockefeller Group International, Inc. Incentive Savings Plan reports 185 participants - about 23% of that state average ($144M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$120M
Net Assets (End of Year)	$144M
Net Income	$24M
Employer EIN	133975924
Plan Effective Date	1981-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Rockefeller Group International, Inc.)

Total plan assets by year, all Rockefeller Group International, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	287	$214M
2023	2	269	$241M
2024	2	286	$267M

Nearby 401(k) Plans in New York

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

Rockefeller Group International, Inc. Incentive Savings Plan 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 Rockefeller Group International, Inc. In… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Rockefeller Group International, Inc. Incentive Savings Plan by total assets, not by location.

Wyoming Machinery Company Profit Sharing 401(k) Plan (WY) $144M · 741
Staffmark Group, LLC 401(k) Plan (OH) $144M · 1,933
The Container Store, Inc. 401(k) Plan (TX) $144M · 4,141
Tgs-Nopec Geophysical Company 401(k) Profit Sharing Plan (TX) $144M · 325

Frequently Asked Questions

How did Rockefeller Group International, Inc. Incentive Savings Plan assets move in 2024? ▼

Rockefeller Group International, Inc. Incentive Savings Plan grew sharply - up 20.4% during 2024, from $120M to $144M. Reported net income was $24M.

How have Rockefeller Group International, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Rockefeller Group International, Inc.'s sponsor-wide assets grew 24.8%, from $214M to $267M.

Where does Rockefeller Group International, Inc. Incentive Savings Plan rank by assets among Form 5500 filers? ▼

Rockefeller Group International, Inc. Incentive Savings Plan ranks in the 93rd 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 Rockefeller Group International, Inc. Incentive Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Wyoming Machinery Company Profit Sharing 401(k) Plan in WY ($144M, 741 participants).

Next read for Rockefeller Group International, Inc. In…

Filing takeaways

Ways to act on Rockefeller Group International, Inc. Incentive Savings Plan's numbers.

By total assets, Rockefeller Group International, Inc. Incentive Savings Plan 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
Rockefeller Group International, Inc.'s sponsor-wide assets have grown 24.8% since 2022 across 3 plan years on file. More Real Estate 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 133975924.