Emerson Electric Co Retirement Master Trust — Form 5500 plan (Emerson Electric Company)
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, Emerson Electric Co Retirement Master Trust is a benefit plan reported by Emerson Electric Company under EIN 43-0259330 and plan number 121. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $3,772,729,957 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Emerson Electric Company
- EIN
- 43-0259330
- Plan number
- 121
- Plan type
- 4
- Location
- Saint Louis, MO
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $3,772,729,957
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240715112732NAL0000803827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,772,729,957
- Total liabilities (EOY)
- $199,314,345
- Net assets (EOY)
- $3,573,415,612
- Net assets (BOY)
- $3,588,169,350
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $251,059,233
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $20,819,331
- Total expenses
- $20,819,331
- Net increase / (decrease)
- $230,239,902
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | NONE | $5,934,818 | not reported in the loaded dataset | 2023 |
| Pacific Investment Mgmt Company | NONE | $1,566,521 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $1,363,867 | not reported in the loaded dataset | 2023 |
| Western Asset Management Company | NONE | $714,286 | not reported in the loaded dataset | 2023 |
| Reams Asset Managemet | NONE | $709,405 | not reported in the loaded dataset | 2023 |
| Boston Partners | NONE | $528,950 | not reported in the loaded dataset | 2023 |
| Federated Investors, Inc. | NONE | $476,849 | not reported in the loaded dataset | 2023 |
| Capital Guardian Trust Company | NONE | $468,261 | not reported in the loaded dataset | 2023 |
| Causeway Capital Management LLC | NONE | $461,933 | not reported in the loaded dataset | 2023 |
| Jp Morgan Strategic | NONE | $456,403 | not reported in the loaded dataset | 2023 |
| Primecap Management Co. | NONE | $427,524 | not reported in the loaded dataset | 2023 |
| Sands Capital Management, LLC | NONE | $356,995 | not reported in the loaded dataset | 2023 |
| Wellington Management Co. Llp | NONE | $338,869 | not reported in the loaded dataset | 2023 |
| Baillie Gifford Overseas Limited | NONE | $315,759 | not reported in the loaded dataset | 2023 |
| Jacobs Levy Equity Management Inc. | NONE | $309,563 | not reported in the loaded dataset | 2023 |
| Wasatch Advisors | NONE | $229,207 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $156,742 | not reported in the loaded dataset | 2023 |
| Captrust Advisors | NONE | $150,000 | not reported in the loaded dataset | 2023 |
| Bryan Cave Leighton Paisner Llp | NONE | $122,011 | not reported in the loaded dataset | 2023 |
| Blackrock | NONE | $120,834 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | NONE | $115,650 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Co. | NONE | $92,857 | not reported in the loaded dataset | 2023 |
| Cai Casualty Actuaries | NONE | $45,570 | not reported in the loaded dataset | 2023 |
| Rubin Brown Llp | NONE | $38,900 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | NONE | $18,469 | not reported in the loaded dataset | 2023 |
| Dataserv | NONE | $14,323 | not reported in the loaded dataset | 2023 |
| Davis Mendel & Regenstein Inc. | NONE | $12,180 | not reported in the loaded dataset | 2023 |
| K.P.A. Advisory Services | NONE | $11,000 | not reported in the loaded dataset | 2023 |
| Dla Piper Llp (Us) | NONE | $7,821 | not reported in the loaded dataset | 2023 |
| Assoc. For Financial Professionals | NONE | $6,495 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Emerson Electric Company
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Saint Louis, MO
- Willis Towers Watson — Schedule C compensation
- Pacific Investment Mgmt Company — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Reams Asset Managemet — Schedule C compensation
- Boston Partners — Schedule C compensation
- Federated Investors, Inc. — Schedule C compensation
- Capital Guardian Trust Company — Schedule C compensation
- Causeway Capital Management LLC — Schedule C compensation
- Jp Morgan Strategic — Schedule C compensation
- Primecap Management Co. — Schedule C compensation
- Sands Capital Management, LLC — Schedule C compensation
- Wellington Management Co. Llp — Schedule C compensation
- Baillie Gifford Overseas Limited — Schedule C compensation
- Jacobs Levy Equity Management Inc. — Schedule C compensation
- Wasatch Advisors — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Captrust Advisors — Schedule C compensation
- Bryan Cave Leighton Paisner Llp — Schedule C compensation
- Blackrock — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- State Street Bank & Trust Co. — Schedule C compensation
- Cai Casualty Actuaries — Schedule C compensation
- Rubin Brown Llp — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Dataserv — Schedule C compensation
- Davis Mendel & Regenstein Inc. — Schedule C compensation
- K.P.A. Advisory Services — Schedule C compensation
- Dla Piper Llp (Us) — Schedule C compensation
- Assoc. For Financial Professionals — Schedule C compensation