Rockefeller Foundation 401(k) match, vesting and fees
What Rockefeller Foundation's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Voya Retirement Insurance & Annuity | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 942 defined-contribution plans in other services with 100 to 499 participants.
| Rockefeller Foundation: employer contribution per participant | $13,620 | |
| Peer median | $1,890 |
| Rockefeller Foundation: average balance | $305,155 | |
| Peer median | $56,033 |
| Rockefeller Foundation: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.37% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $93.4M at the end of plan year 2021 to $133M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 438 | $133M | $5.9M | $13,620 | <0.01% | Not published | Form 5500 ↗ |
| 2024 | 448 | $119M | $6.1M | $13,748 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 446 | $99.5M | $6.1M | $13,603 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 440 | $81.5M | $5.5M | $12,578 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 393 | $93.4M | $4.5M | $11,558 | <0.01% | Not published | Form 5500 ↗ |
Other Rockefeller Foundation plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Retirement Income Plan for Employees of the Rockefeller Foundation
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Rockefeller Foundation match 401(k) contributions?
The match terms for the The Retirement Savings Plan for Employees of the Rockefeller Foundation have not been published from its filing yet. The plan year 2025 filing reports $5.9M in employer contributions, about $13,620 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rockefeller Foundation 401(k) match vested?
The vesting schedule for the The Retirement Savings Plan for Employees of the Rockefeller Foundation is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rockefeller Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Voya Retirement Insurance & Annuity. The plan administrator is The Rockefeller Foundation.
I left Rockefeller Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Rockefeller Foundation, (212) 869-8500) or the recordkeeper, Voya Retirement Insurance & Annuity. The Rockefeller Foundation old 401(k) page lists the contacts from every plan filing. Find an old Rockefeller Foundation 401(k)
Data from the public Form 5500 annual reports Rockefeller Foundation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Rockefeller Foundation. Not financial advice. Report a correction · Methodology