Defined Benefit (Pension) · DOL Form 5500 · 2024
Rockefeller Group International, Inc. Pension Plan
Data updated 2026-08-25
- $123M
- Total assets Near avg plan size
- 101
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. · Sponsored by Rockefeller Group International, Inc. · New York · Real Estate
$123M in assets, 101 participants
Rockefeller Group International, Inc.'s Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. reported $123M in total assets and 101 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.
- #4,493 in Real Estate (4,605 peers)
Coverage in New York
Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. covers 101 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $123M.
- #4,493
- in Real Estate (4,605 peers)
- +1.9%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.'s outsized position by total assets
Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$123,299,730 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
Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. 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. Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. sits mid-pack in the medium band (101 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. reported participants fell from 104 in the plan year 2023 filing to 101 in the plan year 2024 filing.
- Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. end-of-year assets rose from $121M in the plan year 2023 filing to $123M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 133975924 · Rockefeller Group International, Inc. PY 2024 · Defined Benefit (Pension)
Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. · $123M · 101 · 92nd
- EBSA $123M
- EBSA 101
- EBSA 92nd
- EBSA Defined Benefit (Pension)
- EBSA near Plumbers Local No. 8 Pension Plan
- EBSA ind #4493
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 →
Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $121M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | $4M |
| Employer EIN | 133975924 |
| Plan Effective Date | 1940-08-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 287 | $214M |
| 2023 | 2 | 269 | $241M |
| 2024 | 2 | 286 | $267M |
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
Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Plumbers Local No. 8 Pension Plan in MO ($123M); by covered participants it is Pontiac Bancorp, Inc. Pension Plan in IL (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($123M here).
- Plumbers Local No. 8 Pension Plan (MO) $123M · 710
- Cement Masons - Employers Pension Plan (OR) $123M · 445
- Midwest Pension Plan (IL) $123M · 1,725
- Appalachian Regional Healthcare, Inc. Retirement Plan (KY) $124M · 373
Similar participant headcount
Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.
- Pontiac Bancorp, Inc. Pension Plan (IL) 101 · 0 off
- Keker, Van Nest & Peters LLP Cash Balance Plan (CA) 101 · 0 off
- Old Dutch Foods Office and Administrative Pension Plan (MN) 101 · 0 off
- The Hitachi Astemo Findlay Inc Pension Plan (OH) 101 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.