Plan5500

The Rockefeller University Retirement Plan — Form 5500 plan (The Rockefeller University)

Plain-English plan 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, The Rockefeller University Retirement Plan is a benefit plan reported by The Rockefeller University under EIN 13-1624158 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,291 participants and $760,887,665 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$760.9MPlan net assets, end of year$760,887,665
Participants4.3KCovered participants reported4,291
Assets / participant$177.3KComputed: assets ÷ participants$177,322 (computed)
Provider compensation$77.8K1 Schedule C provider row(s)$77,803
Plan sponsor
The Rockefeller University
EIN
13-1624158
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    4,291 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$760.9M total assets
Net assets$760.9MLiabilities$0
Money in vs. money out
Total income / additions$121.2M
Total expenses$32.7M
Benefits paid / distributions$32.5M
Contributions
Employer$11.1M
Participant$8.1M
Full reported line items

Net assets

Total assets (EOY)
$760,887,665
Total liabilities (EOY)
$0
Net assets (EOY)
$760,887,665
Net assets (BOY)
$672,337,250

Income & contributions

Employer contributions
$11,086,386
Participant contributions
$8,086,019
Total contributions
$22,155,218
Total income / additions
$121,226,746

Expenses & distributions

Benefits paid
$32,521,557
Administrative expenses
$77,802
Total expenses
$32,676,331
Net increase / (decrease)
$88,550,415
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 58%Participant 42%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Tiaa$77.8K
    Direct $77.8K · Indirect $0

Related Form 5500 pages