How big is Rockburn Institute's plan?

Rockburn Institute's plan reported $1.5M in assets and 1 participants for 2024.

Original filing (PDF)20250623122616NAL0008651200001

Rockburn Institute

Name: Rockburn Institute — Form 5500 (2024)
Creator: Rockburn Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rockburn Institute

401(k) retirement plan · Rockburn Institute held $1.5M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Dale Schumacher signed Rockburn Institute's 2024 Form 5500 as plan administrator.

Dale Schumacher — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Rockburn Institute's EIN is 52-1106830.

EIN 52-1106830

Plan number 001

Plan year 2024

ACK ID 20250623122616NAL0008651200001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rockburn Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rockburn Institute's plan includes a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROCKBURN INSTITUTE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Plan sponsor

Name

ROCKBURN INSTITUTE

EIN

all filings

Address

6581 BELMONT WOODS RD · ELKRIDGE, MD · 210755202

Phone

(410) 984-0789

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-23

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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