Rockefeller Financial Services Inc.
Plan context: Rockefeller 401(K) Savings and Retirement Plan
EIN 13-3006574 • 10 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,350
2024 Assets
$236,491,863
2024 Contributions
$42,639,368
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 1,350 | $236,491,863 | $42,639,368 | $31,585iApproximate average salary by contribution assumption: employee only about $789,618 at 4% or $526,412 at 6%; with 50% employer match about $526,412 at 4% or $350,941 at 6%; with 100% employer match about $394,809 at 4% or $263,206 at 6%. |
| Rockefeller 401(K) Savings and Retirement Plan | - | 1,350 | $236,491,863 | $42,639,368 | $31,585iApproximate average salary by contribution assumption: employee only about $789,618 at 4% or $526,412 at 6%; with 50% employer match about $526,412 at 4% or $350,941 at 6%; with 100% employer match about $394,809 at 4% or $263,206 at 6%. |
| 2023 | 1 | 1,172 | $181,417,825 | $36,445,947 | $31,097iApproximate average salary by contribution assumption: employee only about $777,431 at 4% or $518,287 at 6%; with 50% employer match about $518,287 at 4% or $345,525 at 6%; with 100% employer match about $388,715 at 4% or $259,144 at 6%. |
| Rockefeller 401(K) Savings and Retirement Plan | - | 1,172 | $181,417,825 | $36,445,947 | $31,097iApproximate average salary by contribution assumption: employee only about $777,431 at 4% or $518,287 at 6%; with 50% employer match about $518,287 at 4% or $345,525 at 6%; with 100% employer match about $388,715 at 4% or $259,144 at 6%. |
| 2022 | 1 | 979 | $143,970,375 | $28,635,462 | $29,250iApproximate average salary by contribution assumption: employee only about $731,243 at 4% or $487,495 at 6%; with 50% employer match about $487,495 at 4% or $324,997 at 6%; with 100% employer match about $365,621 at 4% or $243,748 at 6%. |
| Rockefeller 401(K) Savings and Retirement Plan | - | 979 | $143,970,375 | $28,635,462 | $29,250iApproximate average salary by contribution assumption: employee only about $731,243 at 4% or $487,495 at 6%; with 50% employer match about $487,495 at 4% or $324,997 at 6%; with 100% employer match about $365,621 at 4% or $243,748 at 6%. |
| 2010 | 1 | 0 | $0 | $0 | - |
| Rockefeller Financial Services Inc Master Trust | - | - | - | - | - |
| 2009 | 1 | 0 | $8,745,126 | $0 | - |
| Rockefeller Financial Services Inc Master Trust | - | - | $8,745,126 | - | - |
| 2008 | 1 | 0 | $10,475,735 | $0 | - |
| Rockefeller Financial Services Inc Master Trust | - | 0 | $10,475,735 | - | - |
| 2007 | 1 | 0 | $56,197,209 | $0 | - |
| Rockefeller Financial Services Inc Master Trust | - | 0 | $56,197,209 | - | - |
| 2006 | 1 | 0 | $62,394,409 | $1,066,320 | - |
| Rockefeller Financial Services Inc Master Trust | - | 0 | $62,394,409 | $1,066,320 | - |
| 2005 | 1 | 0 | $57,226,723 | $3,846,603 | - |
| Rockefeller Financial Services Inc Master Trust | - | 0 | $57,226,723 | $3,846,603 | - |
| 2004 | 1 | 0 | $59,105,986 | $4,078,588 | - |
| Rockefeller Financial Services Inc Master Trust | - | 0 | $59,105,986 | $4,078,588 | - |