2023 Form 5500 filing — Rockwell Automation Pension 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 20241003124548NAL0010554945001) for Rockwell Automation Pension Plan, reported by Rockwell Automation, Inc. under EIN 25-1797617 and plan number 002. It reports 16,648 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003124548NAL0010554945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rockwell Automation, Inc.
- EIN
- 25-1797617
- Plan number
- 002
- Location
- Milwaukee, WI
- Participants
- 16,648
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,776,611,240
- Total liabilities (EOY)
- $28,435,596
- Net assets (EOY)
- $1,748,175,644
- Total income / additions
- $259,189,040
- Benefits paid
- $617,587,746
- Administrative expenses
- $19,265,739
- Total expenses
- $636,853,485
- Net increase / (decrease)
- -$377,664,445
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | NONE | $553,024 | not reported in the loaded dataset |
| Jennison Associates, LLC | NONE | $428,161 | not reported in the loaded dataset |
| J.P. Morgan Investment Management | NONE | $425,862 | $0 |
| Pacific Investment Management Co. | NONE | $420,420 | not reported in the loaded dataset |
| Clarkston Capital Partners, LLC | NONE | $391,733 | not reported in the loaded dataset |
| Granite Investment Partners | NONE | $377,726 | not reported in the loaded dataset |
| Nisa Investment Advisors, LLC | NONE | $351,919 | not reported in the loaded dataset |
| Standish Management, LLC | NONE | $337,994 | not reported in the loaded dataset |
| Mercer Investments LLC | NONE | $333,311 | not reported in the loaded dataset |
| Primecap Management Company | NONE | $326,210 | not reported in the loaded dataset |
| Causeway Capital Management, LLC | NONE | $318,050 | $0 |
| Thompson, Siegel & Walmsley, Inc | NONE | $292,550 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $247,212 | not reported in the loaded dataset |
| Alight Solutions LLC | NONE | $142,785 | not reported in the loaded dataset |
| Newton Investment Management | NONE | $106,410 | not reported in the loaded dataset |
| World Assets Management, Inc. | NONE | $65,206 | not reported in the loaded dataset |
| Mcm Capital Partners | NONE | $59,956 | not reported in the loaded dataset |
| Foley And Lardner Llp | NONE | $59,260 | not reported in the loaded dataset |
| Wipfli Llp | NONE | $17,400 | not reported in the loaded dataset |