401(k) · DOL Form 5500 · 2022
Rockwell Automation 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 34
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $202,893
- Avg per participant Above avg balance/head
Official DOL plan name: Rockwell Automation 1165(e) Plan · Sponsored by Rockwell Automation · Wisconsin · Manufacturing
$7M in assets, 34 participants
Rockwell Automation's Rockwell Automation 1165(e) Plan reported $7M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #8,783 in Manufacturing (20,602 peers)
2022 asset change
Rockwell Automation 1165(e) Plan declined sharply 15.3% in 2022 ($8M → $7M) for 34 participants.
- #8,783
- in Manufacturing (20,602 peers)
- -15.3%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rockwell Automation 1165(e) Plan's mid-pack asset rank among Manufacturing and all filers
Rockwell Automation 1165(e) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,898,362 Top 43% higher than 57% 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 1165(e) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rockwell Automation 1165(e) Plan is a small filing (34 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 251797617 · Rockwell Automation PY 2022 · 401(k)
Rockwell Automation 1165(e) Plan · $7M · 34 · 57th
- IND $7M
- IND 34
- IND 57th
- IND 401(k)
- IND near Arizona Regional Multiple Listing Service, Inc. Retirement
- IND ind #8783
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 1165(e) Plan in the asset neighbourhood
Rockwell Automation years around the 2022 move
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 |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 251797617 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
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
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Rockwell Automation 1165(e) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Arizona Regional Multiple Listing Service, Inc. Retirement in AZ ($7M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (34 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (34 participants); asset peers above are excluded.
- Taylor Automotive Group 401(k) Plan (TN) 34 · 0 off
- Bachmann Industries, Inc. 401(k) Plan (PA) 34 · 0 off
- Coral Color Process, Ltd 401(k) Plan (NY) 34 · 0 off
- Eye Physicians & Surgeons Ltd Profit-Sharing Plan (PA) 34 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.