Rotary International 401(k) Plan: Login, Facts & Contact Information

Rotary International 401(k) Plan Facts

Plan name
ROTARY INTERNATIONAL 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ROTARY INTERNATIONAL
Participants
865 (588 active employees)
Former employees with a balance
247
Plan assets
$170,400,196 at Dec 31, 2024
Average account balance
$197,680 across 862 accounts
Employer contributions
$4,719,636 in plan year 2024 (43% of all contributions)
Recordkeeper
T Rowe Price Rps Inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1984
✓ 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 May 20, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $11.0 million went into the plan in contributions, $4.72 million of it from the employer (43%).
  • $6.83 million was paid out to participants.
  • Investment and other income added $20.1 million.
  • Administrative expenses were $96,235, about $112 per account.

How the Rotary International 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019830$103.3 million$3.85 million$6.57 million
2020873$122.8 million$4.07 million$6.03 million
2021889$142.1 million$3.81 million$7.39 million
2022871$120.2 million$3.98 million$9.05 million
2023862$146.2 million$4.44 million$6.19 million
2024865$170.4 million$4.72 million$6.83 million

Rotary International 401(k) Contact Information

Phone
847-866-3241
Mailing address
1560 SHERMAN AVE, EVANSTON IL 60201
Plan sponsor
ROTARY INTERNATIONAL
Employer identification number (EIN)
36-1707667
Plan number
003

Questions about the Rotary International 401(k)

Does Rotary International contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4.72 million, 43% of all contributions.

Does the Rotary International 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Rotary International 401(k) plan?

865 participants at the start of plan year 2024, 588 of them active employees, and 247 former employees who still had money in the plan.

What is the average 401(k) balance at Rotary International?

About $197,680 per account: $170.4 million in plan assets across 862 accounts with a balance at the end of plan year 2024.

Who manages the Rotary International 401(k) accounts?

T. Rowe Price (listed on the filing as T ROWE PRICE RPS INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Rotary International. How do I access my 401(k)?

Your account stays with T. Rowe Price 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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