Plan5500

Rockefeller Group International, Inc. — 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 Group International, Inc. (EIN 13-3975924) is a plan sponsor located in New York, NY with 4 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
13-3975924
Location
New York, NY
Loaded plans
4
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 Group International, Inc.

  • 4 loaded plans hold $240.8M in reported assets.
  • The largest, Retirement Income Plan For Salaried Employees Of Rockefeller Group International, Inc., holds 50% of this company's reported plan assets.
  • Plans cover 1,147 reported participants.
  • 2 of 4 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$237.7MSummed across loaded plans$237,692,295
Total reported assets$240.8M$240,770,457
Total reported participants1.1K1,147
Total reported liabilities$3.1M$3,078,162

Reported net position

Reported assets = net assets + liabilities (summed)$240.8M total assets
Net assets$237.7MLiabilities$3.1M
Contributions & income
Employer contributions$5.2M
Participant contributions$2.8M
Total income / additions$45.2M
Expenses & distributions
Benefits paid / distributions$17.3M
Total expenses$17.8M
Net increase / (decrease)$27.4M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

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 assets50%Retirement Income Plan For Salaried Employees Of Rockefeller Group International, Inc.
Participants per plan287Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Retirement Income Plan For Salaried Employees Of Rockefeller Group International, Inc.$121.1M
    Plan #001 · 509 participants · 2023
  2. 2
    Rockefeller Group International, Inc. Incentive Savings Plan$119.7M
    Plan #003 · 288 participants · 2023
  3. 3
    Rockefeller Group Health And Welfare Plan For Active Employeesnot reported in the loaded dataset
    Plan #502 · 202 participants · 2023
  4. 4
    Rockefeller Group Health And Welfare Plan For Retired Employeesnot reported in the loaded dataset
    Plan #521 · 148 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 Group International, Inc.. Open one for its full reported snapshot.

  1. 2023
    Rockefeller Group Health And Welfare Plan For Active Employees202 participants · 2No schedules
    View filing →
  2. 2023
    Rockefeller Group Health And Welfare Plan For Retired Employees148 participants · 2No schedules
    View filing →
  3. 2023
    Retirement Income Plan For Salaried Employees Of Rockefeller Group International, Inc.509 participants · 2Sch HSch C
    View filing →
  4. 2023
    Rockefeller Group International, Inc. Incentive Savings Plan288 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Rockefeller Group International, Inc. report on Form 5500?
Rockefeller Group International, Inc. (EIN 13-3975924) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Rockefeller Group International, Inc.?
The Employer Identification Number (EIN) reported for Rockefeller Group International, Inc. is 13-3975924.
What is the latest Form 5500 filing year for Rockefeller Group International, Inc.?
The latest loaded Form 5500 filing year for Rockefeller Group International, Inc. is 2023.

Related Form 5500 pages