Rockwell Automation — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rockwell Automation (EIN 25-1797617) is a plan sponsor located in Milwaukee, WI with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 25-1797617
- Location
- Milwaukee, WI
- Loaded plans
- 7
- Total reported participants
- 53,691
- Total reported plan assets (EOY)
- $9,056,019,583
- Plans with financial data
- 4
- Plans with provider compensation
- 2
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Rockwell Automation Inc Defined Contribution Master Trust | 001 | not reported in the loaded dataset | $3,649,662,557 | 2023 |
| Rockwell Automation Retirement Savings Plan | 008 | 15,627 | $3,622,358,820 | 2023 |
| Rockwell Automation Pension Plan | 002 | 16,648 | $1,776,611,240 | 2023 |
| Rockwell Automation 1165(E) Plan | 011 | 74 | $7,386,966 | 2023 |
| Rockwell Automation, Inc. Employee Health Plan | 800 | 10,770 | not reported in the loaded dataset | 2023 |
| Rockwell Automation, Inc. Welfare Benefit Plan | 625 | 9,348 | not reported in the loaded dataset | 2023 |
| Rockwell Automation Flexible Benefits Plan | 540 | 1,224 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Rockwell Automation Flexible Benefits Plan | 1,224 | — | 20240701152814NAL0002957603001 |
| 2023 | Rockwell Automation, Inc. Welfare Benefit Plan | 9,348 | — | 20240701153847NAL0002969123001 |
| 2023 | Rockwell Automation 1165(E) Plan | 74 | I | 20240813163123NAL0006190179001 |
| 2023 | Rockwell Automation Retirement Savings Plan | 15,627 | H | 20240813164946NAL0018649104001 |
| 2023 | Rockwell Automation Pension Plan | 16,648 | H, C | 20241003124548NAL0010554945001 |
| 2023 | Rockwell Automation Inc Defined Contribution Master Trust | not reported in the loaded dataset | H, C | 20241003204814NAL0005186643001 |
| 2023 | Rockwell Automation, Inc. Employee Health Plan | 10,770 | — | 20250711090917NAL0016996274001 |