Civic Intelligence

ROCKEFELLER FINANCIAL SERVICES, INC.

Plan context: The E&H 401(K) Savings and Retirement Plan

EIN 13-3306788 • 38 filings • 5 plans

Current Snapshot

Latest Year

2024

2024 Participants

188

2024 Assets

$51,536,974

2024 Contributions

$3,969,584

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$225,222,333$112,611,167$0199920122024YearValue
$51,536,974Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1,1725860199920122024YearValue
188Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241188$51,536,974$3,969,584$21,115iApproximate average salary by contribution assumption: employee only about $527,870 at 4% or $351,913 at 6%; with 50% employer match about $351,913 at 4% or $234,609 at 6%; with 100% employer match about $263,935 at 4% or $175,957 at 6%.
The E&H 401(K) Savings and Retirement Plan-188$51,536,974$3,969,584$21,115iApproximate average salary by contribution assumption: employee only about $527,870 at 4% or $351,913 at 6%; with 50% employer match about $351,913 at 4% or $234,609 at 6%; with 100% employer match about $263,935 at 4% or $175,957 at 6%.
202321,172$225,222,333$39,376,730$33,598iApproximate average salary by contribution assumption: employee only about $839,947 at 4% or $559,965 at 6%; with 50% employer match about $559,965 at 4% or $373,310 at 6%; with 100% employer match about $419,974 at 4% or $279,982 at 6%.
Rockefeller Brothers Thrift 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%.
The E&H 401(K) Savings and Retirement Plan-206$43,804,508$2,930,783$14,227iApproximate average salary by contribution assumption: employee only about $355,678 at 4% or $237,118 at 6%; with 50% employer match about $237,118 at 4% or $158,079 at 6%; with 100% employer match about $177,839 at 4% or $118,559 at 6%.
20221171$40,920,871$2,701,569$15,799iApproximate average salary by contribution assumption: employee only about $394,966 at 4% or $263,311 at 6%; with 50% employer match about $263,311 at 4% or $175,541 at 6%; with 100% employer match about $197,483 at 4% or $131,655 at 6%.
The E&H 401(K) Savings and Retirement Plan-171$40,920,871$2,701,569$15,799iApproximate average salary by contribution assumption: employee only about $394,966 at 4% or $263,311 at 6%; with 50% employer match about $263,311 at 4% or $175,541 at 6%; with 100% employer match about $197,483 at 4% or $131,655 at 6%.
20212741$195,486,143$22,187,376$29,942iApproximate average salary by contribution assumption: employee only about $748,562 at 4% or $499,041 at 6%; with 50% employer match about $499,041 at 4% or $332,694 at 6%; with 100% employer match about $374,281 at 4% or $249,521 at 6%.
Rockefeller Brothers Thrift Plan-741$148,065,954$20,590,777$27,788iApproximate average salary by contribution assumption: employee only about $694,696 at 4% or $463,130 at 6%; with 50% employer match about $463,130 at 4% or $308,754 at 6%; with 100% employer match about $347,348 at 4% or $231,565 at 6%.
The E&H 401(K) Savings and Retirement Plan-147$47,420,189$1,596,599$10,861iApproximate average salary by contribution assumption: employee only about $271,530 at 4% or $181,020 at 6%; with 50% employer match about $181,020 at 4% or $120,680 at 6%; with 100% employer match about $135,765 at 4% or $90,510 at 6%.
20202538$161,040,776$18,916,622$35,161iApproximate average salary by contribution assumption: employee only about $879,025 at 4% or $586,017 at 6%; with 50% employer match about $586,017 at 4% or $390,678 at 6%; with 100% employer match about $439,513 at 4% or $293,008 at 6%.
Rockefeller Brothers Thrift Plan-538$115,084,126$16,615,347$30,884iApproximate average salary by contribution assumption: employee only about $772,089 at 4% or $514,726 at 6%; with 50% employer match about $514,726 at 4% or $343,150 at 6%; with 100% employer match about $386,044 at 4% or $257,363 at 6%.
The E&H 401(K) Savings and Retirement Plan-165$45,956,650$2,301,275$13,947iApproximate average salary by contribution assumption: employee only about $348,678 at 4% or $232,452 at 6%; with 50% employer match about $232,452 at 4% or $154,968 at 6%; with 100% employer match about $174,339 at 4% or $116,226 at 6%.
20192346$136,164,139$10,537,555$30,455iApproximate average salary by contribution assumption: employee only about $761,384 at 4% or $507,589 at 6%; with 50% employer match about $507,589 at 4% or $338,393 at 6%; with 100% employer match about $380,692 at 4% or $253,795 at 6%.
Rockefeller Brothers Thrift Plan-346$92,308,959$8,195,302$23,686iApproximate average salary by contribution assumption: employee only about $592,146 at 4% or $394,764 at 6%; with 50% employer match about $394,764 at 4% or $263,176 at 6%; with 100% employer match about $296,073 at 4% or $197,382 at 6%.
The E&H 401(K) Savings and Retirement Plan-172$43,855,180$2,342,253$13,618iApproximate average salary by contribution assumption: employee only about $340,444 at 4% or $226,963 at 6%; with 50% employer match about $226,963 at 4% or $151,308 at 6%; with 100% employer match about $170,222 at 4% or $113,481 at 6%.
20182181$116,416,766$10,045,323$55,499iApproximate average salary by contribution assumption: employee only about $1,387,476 at 4% or $924,984 at 6%; with 50% employer match about $924,984 at 4% or $616,656 at 6%; with 100% employer match about $693,738 at 4% or $462,492 at 6%.
Rockefeller Brothers Thrift Plan-181$74,047,193$7,642,114$42,222iApproximate average salary by contribution assumption: employee only about $1,055,541 at 4% or $703,694 at 6%; with 50% employer match about $703,694 at 4% or $469,129 at 6%; with 100% employer match about $527,770 at 4% or $351,847 at 6%.
The E&H 401(K) Savings and Retirement Plan-166$42,369,573$2,403,209$14,477iApproximate average salary by contribution assumption: employee only about $361,929 at 4% or $241,286 at 6%; with 50% employer match about $241,286 at 4% or $160,857 at 6%; with 100% employer match about $180,965 at 4% or $120,643 at 6%.
20172205$132,864,413$6,641,884$32,399iApproximate average salary by contribution assumption: employee only about $809,986 at 4% or $539,991 at 6%; with 50% employer match about $539,991 at 4% or $359,994 at 6%; with 100% employer match about $404,993 at 4% or $269,995 at 6%.
Rockefeller Brothers Thrift Plan-180$80,268,363$3,649,317$20,274iApproximate average salary by contribution assumption: employee only about $506,850 at 4% or $337,900 at 6%; with 50% employer match about $337,900 at 4% or $225,266 at 6%; with 100% employer match about $253,425 at 4% or $168,950 at 6%.
The E&H 401(K) Savings and Retirement Plan-205$52,596,050$2,992,567$14,598iApproximate average salary by contribution assumption: employee only about $364,947 at 4% or $243,298 at 6%; with 50% employer match about $243,298 at 4% or $162,199 at 6%; with 100% employer match about $182,474 at 4% or $121,649 at 6%.
20162229$116,489,456$6,694,135$29,232iApproximate average salary by contribution assumption: employee only about $730,801 at 4% or $487,201 at 6%; with 50% employer match about $487,201 at 4% or $324,800 at 6%; with 100% employer match about $365,400 at 4% or $243,600 at 6%.
Rockefeller Brothers Thrift Plan-180$68,908,775$3,675,015$20,417iApproximate average salary by contribution assumption: employee only about $510,419 at 4% or $340,279 at 6%; with 50% employer match about $340,279 at 4% or $226,853 at 6%; with 100% employer match about $255,209 at 4% or $170,140 at 6%.
The E&H 401(K) Savings and Retirement Plan-229$47,580,681$3,019,120$13,184iApproximate average salary by contribution assumption: employee only about $329,598 at 4% or $219,732 at 6%; with 50% employer match about $219,732 at 4% or $146,488 at 6%; with 100% employer match about $164,799 at 4% or $109,866 at 6%.
20152241$107,304,500$8,161,718$33,866iApproximate average salary by contribution assumption: employee only about $846,651 at 4% or $564,434 at 6%; with 50% employer match about $564,434 at 4% or $376,289 at 6%; with 100% employer match about $423,326 at 4% or $282,217 at 6%.
Rockefeller Brothers Thrift Plan-226$64,197,773$4,234,126$18,735iApproximate average salary by contribution assumption: employee only about $468,377 at 4% or $312,251 at 6%; with 50% employer match about $312,251 at 4% or $208,167 at 6%; with 100% employer match about $234,188 at 4% or $156,126 at 6%.
The E&H 401(K) Savings and Retirement Plan-241$43,106,727$3,927,592$16,297iApproximate average salary by contribution assumption: employee only about $407,427 at 4% or $271,618 at 6%; with 50% employer match about $271,618 at 4% or $181,078 at 6%; with 100% employer match about $203,713 at 4% or $135,809 at 6%.
20142222$108,079,845$7,608,763$34,274iApproximate average salary by contribution assumption: employee only about $856,843 at 4% or $571,228 at 6%; with 50% employer match about $571,228 at 4% or $380,819 at 6%; with 100% employer match about $428,421 at 4% or $285,614 at 6%.
Rockefeller Brothers Thrift Plan-222$65,602,948$4,438,802$19,995iApproximate average salary by contribution assumption: employee only about $499,865 at 4% or $333,243 at 6%; with 50% employer match about $333,243 at 4% or $222,162 at 6%; with 100% employer match about $249,933 at 4% or $166,622 at 6%.
The E&H 401(K) Savings and Retirement Plan-222$42,476,897$3,169,961$14,279iApproximate average salary by contribution assumption: employee only about $356,978 at 4% or $237,985 at 6%; with 50% employer match about $237,985 at 4% or $158,657 at 6%; with 100% employer match about $178,489 at 4% or $118,993 at 6%.
20132248$104,974,645$7,206,079$29,057iApproximate average salary by contribution assumption: employee only about $726,419 at 4% or $484,280 at 6%; with 50% employer match about $484,280 at 4% or $322,853 at 6%; with 100% employer match about $363,210 at 4% or $242,140 at 6%.
Rockefeller Brothers Thrift Plan-248$63,224,844$4,170,758$16,818iApproximate average salary by contribution assumption: employee only about $420,439 at 4% or $280,293 at 6%; with 50% employer match about $280,293 at 4% or $186,862 at 6%; with 100% employer match about $210,220 at 4% or $140,146 at 6%.
The E&H 401(K) Savings and Retirement Plan-216$41,749,801$3,035,321$14,052iApproximate average salary by contribution assumption: employee only about $351,310 at 4% or $234,207 at 6%; with 50% employer match about $234,207 at 4% or $156,138 at 6%; with 100% employer match about $175,655 at 4% or $117,103 at 6%.
20122292$86,398,200$7,138,575$24,447iApproximate average salary by contribution assumption: employee only about $611,179 at 4% or $407,453 at 6%; with 50% employer match about $407,453 at 4% or $271,635 at 6%; with 100% employer match about $305,590 at 4% or $203,726 at 6%.
Rockefeller Brothers Thrift Plan-292$76,044,993$5,722,676$19,598iApproximate average salary by contribution assumption: employee only about $489,955 at 4% or $326,637 at 6%; with 50% employer match about $326,637 at 4% or $217,758 at 6%; with 100% employer match about $244,978 at 4% or $163,318 at 6%.
The E&H 401(K) Savings and Retirement Plan-140$10,353,207$1,415,899$10,114iApproximate average salary by contribution assumption: employee only about $252,839 at 4% or $168,559 at 6%; with 50% employer match about $168,559 at 4% or $112,373 at 6%; with 100% employer match about $126,420 at 4% or $84,280 at 6%.
20112279$74,606,679$6,746,713$24,182iApproximate average salary by contribution assumption: employee only about $604,544 at 4% or $403,029 at 6%; with 50% employer match about $403,029 at 4% or $268,686 at 6%; with 100% employer match about $302,272 at 4% or $201,515 at 6%.
Rockefeller Brothers Thrift Plan-279$66,167,357$5,370,068$19,248iApproximate average salary by contribution assumption: employee only about $481,189 at 4% or $320,793 at 6%; with 50% employer match about $320,793 at 4% or $213,862 at 6%; with 100% employer match about $240,594 at 4% or $160,396 at 6%.
The E&H 401(K) Savings and Retirement Plan-125$8,439,322$1,376,645$11,013iApproximate average salary by contribution assumption: employee only about $275,329 at 4% or $183,553 at 6%; with 50% employer match about $183,553 at 4% or $122,368 at 6%; with 100% employer match about $137,665 at 4% or $91,776 at 6%.
20101277$79,213,294$5,965,577$21,536iApproximate average salary by contribution assumption: employee only about $538,409 at 4% or $358,940 at 6%; with 50% employer match about $358,940 at 4% or $239,293 at 6%; with 100% employer match about $269,205 at 4% or $179,470 at 6%.
Rockefeller Brothers Thrift Plan-277$79,213,294$5,965,577$21,536iApproximate average salary by contribution assumption: employee only about $538,409 at 4% or $358,940 at 6%; with 50% employer match about $358,940 at 4% or $239,293 at 6%; with 100% employer match about $269,205 at 4% or $179,470 at 6%.
20091278$71,756,545$6,019,093$21,651iApproximate average salary by contribution assumption: employee only about $541,285 at 4% or $360,857 at 6%; with 50% employer match about $360,857 at 4% or $240,571 at 6%; with 100% employer match about $270,643 at 4% or $180,428 at 6%.
Rockefeller Brothers Thrift Plan-278$71,756,545$6,019,093$21,651iApproximate average salary by contribution assumption: employee only about $541,285 at 4% or $360,857 at 6%; with 50% employer match about $360,857 at 4% or $240,571 at 6%; with 100% employer match about $270,643 at 4% or $180,428 at 6%.
20081281$59,150,995$5,596,289$19,916iApproximate average salary by contribution assumption: employee only about $497,890 at 4% or $331,927 at 6%; with 50% employer match about $331,927 at 4% or $221,285 at 6%; with 100% employer match about $248,945 at 4% or $165,963 at 6%.
Rockefeller Brothers Thrift Plan-281$59,150,995$5,596,289$19,916iApproximate average salary by contribution assumption: employee only about $497,890 at 4% or $331,927 at 6%; with 50% employer match about $331,927 at 4% or $221,285 at 6%; with 100% employer match about $248,945 at 4% or $165,963 at 6%.
20071269$76,241,272$6,122,589$22,761iApproximate average salary by contribution assumption: employee only about $569,014 at 4% or $379,343 at 6%; with 50% employer match about $379,343 at 4% or $252,895 at 6%; with 100% employer match about $284,507 at 4% or $189,671 at 6%.
Rockefeller Brothers Thrift Plan-269$76,241,272$6,122,589$22,761iApproximate average salary by contribution assumption: employee only about $569,014 at 4% or $379,343 at 6%; with 50% employer match about $379,343 at 4% or $252,895 at 6%; with 100% employer match about $284,507 at 4% or $189,671 at 6%.
20061277$0$0-
Rockefeller Brothers Thrift Plan-277---
20051271$76,258,991$5,229,259$19,296iApproximate average salary by contribution assumption: employee only about $482,404 at 4% or $321,603 at 6%; with 50% employer match about $321,603 at 4% or $214,402 at 6%; with 100% employer match about $241,202 at 4% or $160,801 at 6%.
Rockefeller Brothers Thrift Plan-271$76,258,991$5,229,259$19,296iApproximate average salary by contribution assumption: employee only about $482,404 at 4% or $321,603 at 6%; with 50% employer match about $321,603 at 4% or $214,402 at 6%; with 100% employer match about $241,202 at 4% or $160,801 at 6%.
20041257$71,661,164$4,970,750$19,341iApproximate average salary by contribution assumption: employee only about $483,536 at 4% or $322,357 at 6%; with 50% employer match about $322,357 at 4% or $214,905 at 6%; with 100% employer match about $241,768 at 4% or $161,179 at 6%.
Rockefeller Brothers Thrift Plan-257$71,661,164$4,970,750$19,341iApproximate average salary by contribution assumption: employee only about $483,536 at 4% or $322,357 at 6%; with 50% employer match about $322,357 at 4% or $214,905 at 6%; with 100% employer match about $241,768 at 4% or $161,179 at 6%.
20031335$75,242,813$4,460,158$13,314iApproximate average salary by contribution assumption: employee only about $332,848 at 4% or $221,898 at 6%; with 50% employer match about $221,898 at 4% or $147,932 at 6%; with 100% employer match about $166,424 at 4% or $110,949 at 6%.
Rockefeller Brothers Thrift Plan-335$75,242,813$4,460,158$13,314iApproximate average salary by contribution assumption: employee only about $332,848 at 4% or $221,898 at 6%; with 50% employer match about $221,898 at 4% or $147,932 at 6%; with 100% employer match about $166,424 at 4% or $110,949 at 6%.
20021349$69,154,772$4,304,488$12,334iApproximate average salary by contribution assumption: employee only about $308,344 at 4% or $205,563 at 6%; with 50% employer match about $205,563 at 4% or $137,042 at 6%; with 100% employer match about $154,172 at 4% or $102,781 at 6%.
Rockefeller Brothers Thrift Plan-349$69,154,772$4,304,488$12,334iApproximate average salary by contribution assumption: employee only about $308,344 at 4% or $205,563 at 6%; with 50% employer match about $205,563 at 4% or $137,042 at 6%; with 100% employer match about $154,172 at 4% or $102,781 at 6%.
20011323$80,039,818$4,153,152$12,858iApproximate average salary by contribution assumption: employee only about $321,451 at 4% or $214,301 at 6%; with 50% employer match about $214,301 at 4% or $142,867 at 6%; with 100% employer match about $160,726 at 4% or $107,150 at 6%.
Rockefeller Brothers Thrift Plan-323$80,039,818$4,153,152$12,858iApproximate average salary by contribution assumption: employee only about $321,451 at 4% or $214,301 at 6%; with 50% employer match about $214,301 at 4% or $142,867 at 6%; with 100% employer match about $160,726 at 4% or $107,150 at 6%.
20001338$91,491,174$3,588,798$10,618iApproximate average salary by contribution assumption: employee only about $265,444 at 4% or $176,962 at 6%; with 50% employer match about $176,962 at 4% or $117,975 at 6%; with 100% employer match about $132,722 at 4% or $88,481 at 6%.
Rockefeller Brothers Thrift Plan-338$91,491,174$3,588,798$10,618iApproximate average salary by contribution assumption: employee only about $265,444 at 4% or $176,962 at 6%; with 50% employer match about $176,962 at 4% or $117,975 at 6%; with 100% employer match about $132,722 at 4% or $88,481 at 6%.
19991439$100,730,605$4,470,571$10,184iApproximate average salary by contribution assumption: employee only about $254,588 at 4% or $169,726 at 6%; with 50% employer match about $169,726 at 4% or $113,150 at 6%; with 100% employer match about $127,294 at 4% or $84,863 at 6%.
Rockefeller Brothers Thrift Plan-439$100,730,605$4,470,571$10,184iApproximate average salary by contribution assumption: employee only about $254,588 at 4% or $169,726 at 6%; with 50% employer match about $169,726 at 4% or $113,150 at 6%; with 100% employer match about $127,294 at 4% or $84,863 at 6%.