2023 Form 5500 filing — Rocket Lab Usa 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241209135226NAL0010653361001) for Rocket Lab Usa 401(K) Plan, reported by Rocket Lab Usa Inc. under EIN 98-1550340 and plan number 001. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$49.5MReported net assets$49,463,352
Participants368
Provider compensation$97.7K1 Schedule C row(s)$97,703
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241209135226NAL0010653361001
Plan sponsor
Rocket Lab Usa Inc.
EIN
98-1550340
Plan number
001
Location
Long Beach, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$49.5M total assets
Net assets$49.5MLiabilities$0
Money in vs. money out
Total income / additions$11.4M
Total expenses$1M
Benefits paid / distributions$899.3K
Contributions
Employer$1.8M
Participant$4.4M
Full reported line items
Total assets (EOY)
$49,463,352
Total liabilities (EOY)
$0
Net assets (EOY)
$49,463,352
Employer contributions
$1,750,539
Participant contributions
$4,402,895
Total income / additions
$11,393,760
Benefits paid
$899,304
Administrative expenses
$102,326
Total expenses
$1,007,281
Net increase / (decrease)
$10,386,479
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $97.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241209135226NAL0010653361001 cover?
It is the 2023 Form 5500 filing for Rocket Lab Usa 401(K) Plan, reported by Rocket Lab Usa Inc. (EIN 98-1550340).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages