401(k) · DOL Form 5500 · 2022
Rockwell Automation 401(k) Plan
Data updated 2026-08-25
- $3.2B
- Total assets Very large vs avg
- 8,032
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $392,392
- Avg per participant High balance/head
Official DOL plan name: Rockwell Automation Retirement Savings Plan · Sponsored by Rockwell Automation · Wisconsin · Manufacturing
$3.2B in assets, 8,032 participants
Rockwell Automation's Rockwell Automation Retirement Savings Plan reported $3.2B in total assets and 8,032 participants in its 2022 DOL Form 5500 filing, ranking in the 100th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #20,454 in Manufacturing (20,602 peers)
Coverage in Wisconsin
Rockwell Automation Retirement Savings Plan covers 8,032 participants in Wisconsin, 14x the typical Wisconsin plan (state average ~563 per filing). Assets: $3.2B.
- #20,454
- in Manufacturing (20,602 peers)
- -20.6%
- assets change YoY
- 32×
- vs typical plan assets (national mean)
The plan reported a net loss of $849M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rockwell Automation Retirement Savings Plan's outsized position by total assets
Rockwell Automation Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,151,693,798 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Rockwell Automation Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rockwell Automation Retirement Savings Plan lands in the large band (8,032 participants).
Form 5500 schedule snapshot
Filing strip 251797617 · Rockwell Automation PY 2022 · 401(k)
Rockwell Automation Retirement Savings Plan · $3.2B · 8,032 · 100th
- SCH $3.2B
- SCH 8,032
- SCH 100th
- SCH 401(k)
- SCH near Ericsson US 401(k) Plan
- SCH ind #20454
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 Manufacturing retirement plans → · Plans in Wisconsin →
Rockwell Automation Retirement Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $4.0B |
|---|---|
| Net Assets (End of Year) | $3.2B |
| Net Income | -$849M |
| Employer EIN | 251797617 |
| Plan Effective Date | 1981-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rockwell Automation)
Sponsor-wide plan assets over time
All Rockwell Automation 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 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Nm Employee Savings Plan $2.4B · 7,423
- Gundersen Lutheran Employees' Retirement Plan $2.2B · 7,026
Scale composition for Rockwell Automation Retirement Savings Plan
Rockwell Automation Retirement Savings Plan reports $3.2B in end-of-year assets across 8,032 participants (0.026% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $392,392 per participant (2.8x the national average assets-per-participant) . Net income for plan year 2022 was -$849M.
This plan identity (EIN 251797617, plan #008) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.2B to $3.8B (+19.5%) while covered participants moved from 8,032 to 9,217 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,032 | $3.2B | This page |
| 2023 | 8,877 | $3.6B | Open filing |
| 2024 · index core | 9,217 | $3.8B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Rockwell Automation Retirement Savings Plan (401(k), $3.8B, 9,217 participants)
- Rockwell Automation Pension Plan (Defined Benefit (Pension), $1.8B, 2,001 participants)
Rockwell Automation Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Ericsson US 401(k) Plan in TX ($3.2B); by covered participants it is American Eagle Outfitters, Inc. Profit Sharing and 401(k) Plan in PA (8,028 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.2B here).
- Ericsson US 401(k) Plan (TX) $3.2B · 6,250
- Eastman Investment & Employee Stock Ownership Plan (TN) $3.1B · 10,585
- Rbc- U.S.a. Retirement and Savings Plan (MN) $3.2B · 8,924
- Mufg Bank Ltd. 401(k) Plan (NY) $3.1B · 12,850
Similar participant headcount
Nearest other-state filings by covered participants (8,032 participants); asset peers above are excluded.
- American Eagle Outfitters, Inc. Profit Sharing and 401(k) Plan (PA) 8,028 · 4 off
- Venetian Las Vegas Gaming, LLC 401(k) Plan (NV) 8,022 · 10 off
- Encore Group (USA) LLC Retirement Savings Plan (IL) 8,049 · 17 off
- Gainwell Technologies 401(k) Plan (AK) 8,051 · 19 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.