Other · DOL Form 5500 · 2024
The Rockefeller University Retirement Plan
Data updated 2026-08-25
- $839M
- Total assets Above avg plan size
- 1,353
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $620,433
- Avg per participant High balance/head
Official DOL plan name: The Rockefeller University Retirement Plan · Sponsored by The Rockefeller University · New York · Educational Services
$839M in assets, 1,353 participants
The Rockefeller University's The Rockefeller University Retirement Plan reported $839M in total assets and 1,353 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #3,545 in Educational Services (3,638 peers)
Where The Rockefeller University Retirement Plan sits by assets
The Rockefeller University Retirement Plan sits in the top 5% of all filed plans by assets, $839M for 1,353 participants (~$620,433/participant), up 10.3% in 2024.
- #3,545
- in Educational Services (3,638 peers)
- +10.3%
- assets growth YoY
- 8.4×
- vs typical plan assets (national mean)
The Rockefeller University Retirement Plan's outsized position by total assets
The Rockefeller University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$839,445,252 Top 2% higher than 98% 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 Rockefeller University Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Rockefeller University Retirement Plan lands in the large band (1,353 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Rockefeller University Retirement Plan reported net income fell from $89M in the plan year 2023 filing to $79M in the plan year 2024 filing.
- The Rockefeller University Retirement Plan end-of-year assets rose from $761M in the plan year 2023 filing to $839M in the plan year 2024 filing.
- The Rockefeller University Retirement Plan reported participants rose from 1,330 in the plan year 2023 filing to 1,353 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 131624158 · The Rockefeller University PY 2024 · Other
The Rockefeller University Retirement Plan · $839M · 1,353 · 98th
- BOOK $839M
- BOOK 1,353
- BOOK 98th
- BOOK Other
- BOOK near University of the Pacific Defined Contribution Plan
- BOOK ind #3545
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 Educational Services retirement plans → · Plans in New York →
The Rockefeller University Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $761M |
|---|---|
| Net Assets (End of Year) | $839M |
| Net Income | $79M |
| Employer EIN | 131624158 |
| Plan Effective Date | 1924-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Rockefeller University)
Sponsor-wide plan assets over time
All The Rockefeller University plans reported in each filing year
- Latest sponsor-wide plan assets
- $839M 24.854788575227683% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,357 | $672M |
| 2023 | 1 | 1,330 | $761M |
| 2024 | 1 | 1,353 | $839M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
The Rockefeller University Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is University of the Pacific Defined Contribution Plan in CA ($839M); by covered participants it is Bd Savings Plan for Puerto Rico Employees in PR (1,353 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($839M here).
- University of the Pacific Defined Contribution Plan (CA) $839M · 3,107
- Nationwide Children's Hospital Inc 403(b) Tax Sheltered Annuity Plan (OH) $841M · 10,845
- William Marsh Rice University Supplemental 403(b) Plan (TX) $848M · 5,225
- Mercy Health Corporation Employees Retirement Plan (IL) $828M · 6,868
Similar participant headcount
Nearest other-state filings by covered participants (1,353 participants); asset peers above are excluded.
- Bd Savings Plan for Puerto Rico Employees (PR) 1,353 · 0 off
- Goodwill Easter Seals Miami Valley 403(b) Plan (OH) 1,353 · 0 off
- Endicott College DC Retirement Plan (MA) 1,354 · 1 off
- The Scripps Research Institute Tax Sheltered Annuity Plan (CA) 1,355 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.