Profit Sharing · DOL Form 5500 · 2022
Rockwell Automation, Inc. Profit Sharing Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 203
- Participants Below avg headcount
Official DOL plan name: Kalypso 401(k) Profit Sharing Plan · Sponsored by Rockwell Automation, Inc. · Wisconsin · Professional & Technical Services
N/A in assets, 203 participants
Rockwell Automation, Inc.'s Kalypso 401(k) Profit Sharing Plan reported N/A in total assets and 203 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Wisconsin
Kalypso 401(k) Profit Sharing Plan covers 203 participants in Wisconsin, about 36% of the average Wisconsin filer (state average ~563 per filing). Assets: N/A.
- -$2M
- reported net income
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kalypso 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kalypso 401(k) Profit Sharing Plan sits mid-pack in the medium band (203 participants).
Form 5500 schedule snapshot
Filing strip 251797617 · Rockwell Automation, Inc. PY 2022 · Profit Sharing
Kalypso 401(k) Profit Sharing Plan · N/A · 203
- PHOTO N/A
- PHOTO 203
- PHOTO PY 2022
- PHOTO Profit Sharing
- PHOTO near World Gospel Mission Retirement Plan and Trust
- PHOTO -$2M
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Wisconsin →
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$2M |
| Employer EIN | 251797617 |
| Plan Effective Date | 2004-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rockwell Automation, Inc.)
Sponsor-wide plan assets over time
All Rockwell Automation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.6B 5.2744256617899605% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 11,346 | $5.3B |
| 2023 | 3 | 11,047 | $5.4B |
| 2024 | 3 | 11,249 | $5.6B |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.2B · 5,909
- Electrical Workers Local Union 159 Retirement Plan $310M · 1,344
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $279M · 1,579
- Union Individual Account Retirement Fund $249M · 2,646
- Western Wisconsin Electrical Workers Retirement Plan $239M · 1,142
Kalypso 401(k) Profit Sharing Plan's closest out-of-state Profit Sharing peers by headcount
Outside Wisconsin, the nearest Profit Sharing by covered participants is World Gospel Mission Retirement Plan and Trust in IN (203 participants; this filing: 203 participants).
Similar participant headcount
Nearest other-state filings by covered participants (203 participants); asset peers above are excluded.
- World Gospel Mission Retirement Plan and Trust (IN) 203 · 0 off
- Weaver Brothers, Inc. Profit Sharing Plan (OH) 203 · 0 off
- Mohawk Northeast, Inc. Retirement Plan (CT) 202 · 1 off
- Lakeshore Legal Aid 403(b) Plan (MI) 202 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.