Rocket Software, Inc. 401(k) Plan: Login, Facts & Contact Information

Rocket Software, Inc. 401(k) Plan Facts

Plan name
ROCKET SOFTWARE, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ROCKET SOFTWARE, INC.
Participants
1,274 (1,230 active employees)
Former employees with a balance
333
Plan assets
$275,596,506 at Dec 31, 2024
Average account balance
$178,727 across 1,542 accounts
Employer contributions
$4,176,006 in plan year 2024 (8% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1995
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 2, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $51.3 million went into the plan in contributions, $4.18 million of it from the employer (8%).
  • $26.2 million was paid out to participants.
  • Investment and other income added $35.4 million.
  • Administrative expenses were $171,529, about $111 per account.

How the Rocket Software, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019962$131.9 million$2.09 million$21.4 million
2020930$149.5 million$1.01 million$17.9 million
2021881$223.1 million$2.49 million$19.9 million
20221,302$186.3 million$3.35 million$14.8 million
20231,333$215.3 million$3.58 million$21.8 million
20241,274$275.6 million$4.18 million$26.2 million

Rocket Software, Inc. 401(k) Contact Information

Phone
781-577-4321
Mailing address
77 4TH AVENUE, WALTHAM MA 02451
Plan sponsor
ROCKET SOFTWARE, INC.
Employer identification number (EIN)
04-3090800
Plan number
001

Questions about the Rocket Software, Inc. 401(k)

Does Rocket Software, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4.18 million, 8% of all contributions.

Does the Rocket Software, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Rocket Software, Inc 401(k) plan?

1,274 participants at the start of plan year 2024, 1,230 of them active employees, and 333 former employees who still had money in the plan.

What is the average 401(k) balance at Rocket Software, Inc?

About $178,727 per account: $275.6 million in plan assets across 1,542 accounts with a balance at the end of plan year 2024.

Who manages the Rocket Software, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Rocket Software, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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