401(k) · DOL Form 5500 · 2024

Rockefeller Philanthropy Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
516
Participants Below avg headcount
88th
Percentile by assets National rank
$145,653
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rockefeller Philanthropy Advisors 401(k) Plan · Sponsored by Rockefeller Philanthropy Advisors, Inc. · New York · Other Services

$75M in assets, 516 participants

Rockefeller Philanthropy Advisors, Inc.'s Rockefeller Philanthropy Advisors 401(k) Plan reported $75M in total assets and 516 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,354 in Other Services (7,719 peers)

Where Rockefeller Philanthropy Advisors 401(k) Plan sits by assets

Rockefeller Philanthropy Advisors 401(k) Plan sits in the top quartile of all filed plans by assets, $75M for 516 participants (~$145,653/participant), up 22.3% in 2024.

#7,354
in Other Services (7,719 peers)
+22.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Rockefeller Philanthropy Advisors 401(k) Plan's outsized position by total assets

Rockefeller Philanthropy Advisors 401(k) Plan vs every filed plan by assets

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

$75,156,984 Top 12% higher than 88% 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 Philanthropy Advisors 401(k) 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 Philanthropy Advisors 401(k) Plan sits mid-pack in the medium band (516 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rockefeller Philanthropy Advisors 401(k) Plan reported net income fell from $25M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Rockefeller Philanthropy Advisors 401(k) Plan end-of-year assets rose from $61M in the plan year 2023 filing to $75M in the plan year 2024 filing.
  • Rockefeller Philanthropy Advisors 401(k) Plan reported participants rose from 435 in the plan year 2023 filing to 516 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133615533 · Rockefeller Philanthropy Advisors, Inc. PY 2024 · 401(k)

Rockefeller Philanthropy Advisors 401(k) Plan · $75M · 516 · 88th

  • IND $75M
  • EOY 516
  • 5500 88th
  • ASSETS 401(k)
  • PCT near Penn Mutual Agents' 401(k) Plan
  • EIN ind #7354

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 Other Services retirement plans → · Plans in New York →

Rockefeller Philanthropy Advisors 401(k) Plan in the asset neighbourhood

Travis Credit Union 401(k) Retirement PlanTravis Credit Union 401(k) R…$75MRetail Specialists 401(k) PlanRetail Specialists 401(k) Pl…$75MRockefeller Philanthropy Advisors 401(k) PlanRockefeller Philanthropy Adv…$75MPenn Mutual Agents' 401(k) PlanPenn Mutual Agents' 401(k) P…$75MBou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) ProvisionsBou Bancorp, Inc. Employee S…$75M
End-of-year total assets ($M) among Rockefeller Philanthropy Advisors 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$75M
Net Income$14M
Employer EIN133615533
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rockefeller Philanthropy Advisors, Inc.)

Sponsor-wide plan assets over time

All Rockefeller Philanthropy Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$75M 107.99235788364321% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $36.1M $75.2M ▲ +108.0%
Year Plans Participants Total Assets
2022 1 222 $36M
2023 1 435 $61M
2024 1 516 $75M

Nearby 401(k) Plans in New York

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

Rockefeller Philanthropy Advisors 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Rockefeller Philanthropy Advisors 401(k) Plan, Total assets ($B): 0.075156984 · Participants: 516Rockefeller Philanthropy Advisors 401(k) 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 Philanthropy Advisors 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rockefeller Philanthropy Advisors 401(k) Plan side-by-side with 3 peers →

Rockefeller Philanthropy Advisors 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Penn Mutual Agents' 401(k) Plan in PA ($75M); by covered participants it is React Health 401(k) Plan in FL (516 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (516 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 Philanthropy Advisors 401(k) Plan assets move in 2024? ▼
Rockefeller Philanthropy Advisors 401(k) Plan grew sharply - up 22.3% during 2024, from $61M to $75M. Reported net income was $14M.
How have Rockefeller Philanthropy Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rockefeller Philanthropy Advisors, Inc.'s sponsor-wide assets grew 108.0%, from $36M to $75M.
Where does Rockefeller Philanthropy Advisors 401(k) Plan rank by assets among Form 5500 filers? ▼
Rockefeller Philanthropy Advisors 401(k) Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Rockefeller Philanthropy Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Penn Mutual Agents' 401(k) Plan in PA ($75M, 532 participants).
Which 401(k) plans cover a similar participant headcount to Rockefeller Philanthropy Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is React Health 401(k) Plan in FL (516 participants, $28M 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 133615533.

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.