Plan5500

Regal Rexnord Corporation — 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, Regal Rexnord Corporation (EIN 39-0875718) is a plan sponsor located in Milwaukee, WI with 2 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
39-0875718
Location
Milwaukee, WI
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Regal Rexnord Corporation

  • 2 loaded plans hold $634M in reported assets.
  • The largest, Regal Rexnord Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 13,037 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$634MSummed across loaded plans$634,031,736
Total reported assets$634M$634,031,736
Total reported participants13K13,037
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$634M total assets
Net assets$634MLiabilities$0
Contributions & income
Employer contributions$14.8M
Participant contributions$35.6M
Total income / additions$149.1M
Expenses & distributions
Benefits paid / distributions$91.2M
Total expenses$91.9M
Net increase / (decrease)$57.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Regal Rexnord Retirement Savings Plan
Participants per plan6,519Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Regal Rexnord Retirement Savings Plan$634M
    Plan #008 · 6,998 participants · 2023
  2. 2
    Regal Rexnord Comprehensive Medical And Dental Health Insurance Plannot reported in the loaded dataset
    Plan #501 · 6,039 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Regal Rexnord Corporation. Open one for its full reported snapshot.

  1. 2023
    Regal Rexnord Comprehensive Medical And Dental Health Insurance Plan6,039 participants · 2No schedules
    View filing →
  2. 2023
    Regal Rexnord Retirement Savings Plan6,998 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Regal Rexnord Corporation report on Form 5500?
Regal Rexnord Corporation (EIN 39-0875718) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Regal Rexnord Corporation?
The Employer Identification Number (EIN) reported for Regal Rexnord Corporation is 39-0875718.
What is the latest Form 5500 filing year for Regal Rexnord Corporation?
The latest loaded Form 5500 filing year for Regal Rexnord Corporation is 2023.

Related Form 5500 pages