Plan5500

Rockefeller & Rockefeller Et Al. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rockefeller & Rockefeller Et Al. (EIN 13-3306788) is a plan sponsor located in New York, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-3306788
Location
New York, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Rockefeller & Rockefeller Et Al.

  • 2 loaded plans hold $225.2M in reported assets.
  • The largest, Rockefeller 401(K) Savings And Retirement Plan, holds 81% of this company's reported plan assets.
  • Plans cover 1,748 reported participants.
  • 2 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$225.2MSummed across loaded plans$225,222,333
Total reported assets$225.2M$225,222,333
Total reported participants1.7K1,748
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$225.2M total assets
Net assets$225.2MLiabilities$0
Contributions & income
Employer contributions$13.5M
Participant contributions$17.8M
Total income / additions$74.6M
Expenses & distributions
Benefits paid / distributions$33.9M
Total expenses$34.3M
Net increase / (decrease)$40.4M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets81%Rockefeller 401(K) Savings And Retirement Plan
Participants per plan874Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Rockefeller 401(K) Savings And Retirement Plan$181.4M
    Plan #333 · 1,388 participants · 2023
  2. 2
    E&H 401(K) Savings And Retirement Plan$43.8M
    Plan #334 · 360 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Rockefeller & Rockefeller Et Al.. Open one for its full reported snapshot.

  1. 2023
    E&H 401(K) Savings And Retirement Plan360 participants · 3Sch HSch C
    View filing →
  2. 2023
    Rockefeller 401(K) Savings And Retirement Plan1,388 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Rockefeller & Rockefeller Et Al. report on Form 5500?
Rockefeller & Rockefeller Et Al. (EIN 13-3306788) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Rockefeller & Rockefeller Et Al.?
The Employer Identification Number (EIN) reported for Rockefeller & Rockefeller Et Al. is 13-3306788.
What is the latest Form 5500 filing year for Rockefeller & Rockefeller Et Al.?
The latest loaded Form 5500 filing year for Rockefeller & Rockefeller Et Al. is 2023.

Related Form 5500 pages