401(k) · DOL Form 5500 · 2024
Rockefeller Brothers Fund, Inc 401(k) Plan
Data updated 2026-08-11
- $68M
- Total assets
- 99
- Participants
- 87th
- Percentile by assets
- $688,973
- Avg per participant
Official DOL plan name: Rockefeller Non-Profits 401(k) Plan · Sponsored by Rockefeller Brothers Fund, Inc · New York · Other Services
$68M in assets, 99 participants
Rockefeller Brothers Fund, Inc's Rockefeller Non-Profits 401(k) Plan reported $68M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 123,622 plans)
- #7,318 in Other Services (7,719 peers)
Where Rockefeller Non-Profits 401(k) Plan sits by assets
Rockefeller Non-Profits 401(k) Plan sits in the top quartile of all filed plans by assets, $68M for 99 participants (~$688,973/participant), up 16.3% in 2024.
- $68M
- total plan assets (2024 EOY)
- 99
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $688,973
- avg assets per participant
Where Rockefeller Non-Profits 401(k) Plan sits by total assets
Rockefeller Non-Profits 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$68,208,316 Top 13% higher than 87% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rockefeller Non-Profits 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Rockefeller Non-Profits 401(k) Plan end-of-year assets rose from $59M in the plan year 2023 filing to $68M in the plan year 2024 filing.
- Rockefeller Non-Profits 401(k) Plan reported participants rose from 88 in the plan year 2023 filing to 99 in the plan year 2024 filing.
Rockefeller Non-Profits 401(k) Plan vs the 2024 asset distribution
By assets, Rockefeller Non-Profits 401(k) Plan outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | $10M |
| Employer EIN | 131760106 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rockefeller Brothers Fund, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $51M |
| 2023 | 1 | 88 | $59M |
| 2024 | 1 | 99 | $68M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Rockefeller Non-Profits 401(k) 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Rockefeller Non-Profits 401(k) Plan by total assets, not by location.
- Assurance Technology Corporation 401(k) Savings Plan (MA) $68M · 340
- Viking River Cruises 401(k) Retirement Plan (CA) $68M · 1,457
- Valtir 401(k) Plan (TX) $68M · 606
- Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan (TX) $68M · 177
Frequently Asked Questions
How did Rockefeller Non-Profits 401(k) Plan assets move in 2024? ▼
How have Rockefeller Brothers Fund, Inc plan assets changed over time? ▼
Where does Rockefeller Non-Profits 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Rockefeller Non-Profits 401(k) Plan? ▼
Next read for Rockefeller Non-Profits 401(k) Plan
Scale reading
Ways to act on Rockefeller Non-Profits 401(k) Plan's numbers.
- By total assets, Rockefeller Non-Profits 401(k) Plan ranks in the top quartile 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 Brothers Fund, Inc's sponsor-wide assets have grown 34.6% since 2022 across 3 plan years on file. More Other Services plans