Rockwell Automation 1165(E) 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 1165(E) Plan is a benefit plan reported by Rockwell Automation under EIN 25-1797617 and plan number 011. The latest loaded filing year is 2023. The filing reports 74 participants and $7,386,966 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rockwell Automation
- EIN
- 25-1797617
- Plan number
- 011
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 74 | I | 20240813163123NAL0006190179001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $7,386,966
- Net assets (EOY)
- $7,386,966
- Net assets (BOY)
- $6,898,362
Income & contributions
- Employer contributions
- $98,677
- Participant contributions
- $273,229
- Total income / additions
- $1,566,920
Expenses & distributions
- Benefits paid
- $1,078,316
- Total expenses
- $1,078,316
- Net increase / (decrease)
- $488,604
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.