Plan Ledger DOL Form 5500 · updated monthly

Rocket Lab USA Inc.401(k)

ROCKET LAB USA 401(K) PLAN · LONG BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Rocket Lab USA Inc. reported $96,787 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $1,799 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.

Across the 1 year on file its reported administrative ratio fell from 0.35% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,490th-largest of 9,483 plans among California employers on file, and the 2,719th of 13,661 in manufacturing. In 2024, employees put in $4.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$62,013,916
Participants with balances1,451
Active participants1,240
Employer contributions$2,230,668
Employee contributions$8,912,844
Employer contribution per active participant$1,799
Average account balance$42,739
Benefits paid to participants$7,192,849
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$62.0M · 1,451 accts · $2.2M emplr
2023$49.5M · 1,077 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,551
Investment management$5,731
Audit (IQPA)$34,505
Total administrative$96,787
The Rocket Lab USA Inc. 401(k) match · 2024
Employer contribution per active participant$1,799
Median for plans this size$3,635
2024$1,799 per active participant
2023$1,899 per active participant

Rocket Lab USA Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$56,551
MARCUM LLP · Accounting / audit$34,505
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,731

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$96,787 · 0.17%
2023$102,326 · 0.35%
Same employer
Similar plansManufacturing · California
John Paul Mitchell Systems CA$62.7M · 0.18%
Spin Master, Inc. CA$62.7M · 0.26%
Griswold Industries CA$62.6M · 0.04%
Chargepoint Inc. CA$61.8M · 0.14%
Corsair Memory, Inc. CA$60.5M · 0.28%
Tyan Computer Corporation CA$60.3M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 981550340 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.