Rockwell Automation Retirement Savings Plan — Form 5500 plan (Rockwell Automation)
Plain-English plan 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 Retirement Savings Plan is a benefit plan reported by Rockwell Automation under EIN 25-1797617 and plan number 008. The latest loaded filing year is 2023. The filing reports 15,627 participants and $3,622,358,820 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rockwell Automation
- EIN
- 25-1797617
- Plan number
- 008
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 15,627
- End-of-year plan assets
- $3,622,358,820
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,627 | H | 20240813164946NAL0018649104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,622,358,820
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,622,358,820
- Net assets (BOY)
- $3,151,693,798
Income & contributions
- Employer contributions
- $66,656,612
- Participant contributions
- $161,194,387
- Total contributions
- $227,850,999
- Total income / additions
- $775,824,749
Expenses & distributions
- Benefits paid
- $359,242,117
- Administrative expenses
- $0
- Total expenses
- $359,265,550
- Net increase / (decrease)
- $416,559,199
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.