Plan Ledger DOL Form 5500 · updated monthly

Rocket Lab USA Inc.401(k)

ROCKET LAB USA 401(K) PLAN · LONG BEACH, CA · plan year 2022

Reported admin expense ratio · 2022
0.78%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Rocket Lab USA Inc. reported $63,625 in plan administrative expenses for 2022: 0.78% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,447 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (5,721st of 9,483), and 9,211th of 13,661 in manufacturing. In 2022, employees put in $3.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,045,666
Participants with balances361
Active participants325
Employer contributions$795,279
Employee contributions$2,391,053
Employer contribution per active participant$2,447
Average account balance$25,057
Benefits paid to participants$869,727
Plan auditUnmodified (clean) audit opinion
AuditorMARCUM LLP
Administrative expenses, itemized · 2022
Investment management$2,122
Total administrative$63,625
The Rocket Lab USA Inc. 401(k) match · 2022
Employer contribution per active participant$2,447
Median for plans this size$1,114

Rocket Lab USA Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$63,625 · 0.78%
Similar plansManufacturing · California
Tricida, Inc. CA$9.2M · 0.05%
Innogy E-Mobility US CA$9.1M · 0.66%
Earlens Corporation CA$9.1M · 0.02%
Khuu's Inc. CA$9.0M · 0.01%
Health-Ade LLC CA$9.0M · 0.59%
Goldencorr Sheets, LLC CA$9.0M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800947107 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.