2023 Form 5500 filing — Rockwell Automation Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240813164946NAL0018649104001) for Rockwell Automation Retirement Savings Plan, reported by Rockwell Automation under EIN 25-1797617 and plan number 008. It reports 15,627 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240813164946NAL0018649104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rockwell Automation
- EIN
- 25-1797617
- Plan number
- 008
- Location
- Milwaukee, WI
- Participants
- 15,627
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,622,358,820
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,622,358,820
- Employer contributions
- $66,656,612
- Participant contributions
- $161,194,387
- Total income / additions
- $775,824,749
- Benefits paid
- $359,242,117
- Administrative expenses
- $0
- Total expenses
- $359,265,550
- Net increase / (decrease)
- $416,559,199
- Schedule source
- Schedule H