401(k) · DOL Form 5500 · 2024

Rockefeller Group International, Inc. 401(k) Plan

Data updated 2026-08-25

$144M
Total assets Near avg plan size
185
Participants Below avg headcount
93rd
Percentile by assets National rank
$779,161
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#4,511
in Real Estate (4,605 peers)
+20.4%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Rockefeller Group International, Inc. Incentive Savings Plan's outsized position 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

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 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. Rockefeller Group International, Inc. Incentive Savings Plan sits mid-pack in the medium band (185 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

DOL schedule card

Filing strip 133975924 · Rockefeller Group International, Inc. PY 2024 · 401(k)

Rockefeller Group International, Inc. Incentive Savings Plan · $144M · 185 · 93rd

  • VS-ST $144M
  • VS-ST 185
  • VS-ST 93rd
  • VS-ST 401(k)
  • VS-ST near Wyoming Machinery Company Profit Sharing 401(k) Plan
  • VS-ST ind #4511

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 Real Estate retirement plans → · Plans in New York →

Rockefeller Group International, Inc. Incentive Savings Plan in the asset neighbourhood

The Container Store, Inc. 401(k) PlanThe Container Store, Inc. 40…$144MRockefeller Group International, Inc. Incentive Savings PlanRockefeller Group Internatio…$144MWyoming Machinery Company Profit Sharing 401(k) PlanWyoming Machinery Company Pr…$144MStaffmark Group, LLC 401(k) PlanStaffmark Group, LLC 401(k) …$144MTgs-Nopec Geophysical Company 401(k) Profit Sharing PlanTgs-Nopec Geophysical Compan…$144M
End-of-year total assets ($M) among Rockefeller Group International, Inc. Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$144M
Net Income$24M
Employer EIN133975924
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rockefeller Group International, Inc.)

Sponsor-wide plan assets over time

All Rockefeller Group International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$267M 24.82110279999472% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $214M $267M ▲ +24.8%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Rockefeller Group International, Inc. Incentive Savings Plan, Total assets ($B): 0.144144832 · Participants: 185Rockefeller Group International, Inc. Incentive Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Rockefeller Group International, Inc. Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rockefeller Group International, Inc. Incentive Savings Plan side-by-side with 3 peers →

Rockefeller Group International, Inc. Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Wyoming Machinery Company Profit Sharing 401(k) Plan in WY ($144M); by covered participants it is Precision Document Solutions, Inc. 401(k) Plan in TX (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Rockefeller Group International, Inc. Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision Document Solutions, Inc. 401(k) Plan in TX (185 participants, $982K in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.