Defined Benefit (Pension) · DOL Form 5500 · 2022
Rockwell Automation, Inc. Pension Plan
Data updated 2026-08-25
- $2.1B
- Total assets Very large vs avg
- 3,077
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $696,955
- Avg per participant High balance/head
Official DOL plan name: Rockwell Automation Pension Plan · Sponsored by Rockwell Automation, Inc. · Wisconsin · Manufacturing
$2.1B in assets, 3,077 participants
Rockwell Automation, Inc.'s Rockwell Automation Pension Plan reported $2.1B in total assets and 3,077 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #20,404 in Manufacturing (20,602 peers)
Coverage in Wisconsin
Rockwell Automation Pension Plan covers 3,077 participants in Wisconsin, 5.5x the typical Wisconsin plan (state average ~563 per filing). Assets: $2.1B.
- #20,404
- in Manufacturing (20,602 peers)
- -30.8%
- assets change YoY
- 22×
- vs typical plan assets (national mean)
The plan reported a net loss of $935M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rockwell Automation Pension Plan's outsized position by total assets
Rockwell Automation Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,144,532,065 Top 1% higher than 99% 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 Pension 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 Pension Plan lands in the large band (3,077 participants).
Plan-year Form 5500 strip
Filing strip 251797617 · Rockwell Automation, Inc. PY 2022 · Defined Benefit (Pension)
Rockwell Automation Pension Plan · $2.1B · 3,077 · 99th
- EBSA $2.1B
- EBSA 3,077
- EBSA 99th
- EBSA Defined Benefit (Pension)
- EBSA near Ernst & Young Defined Benefit Retirement Plan
- EBSA ind #20404
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 Pension Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $3.1B |
|---|---|
| Net Assets (End of Year) | $2.1B |
| Net Income | -$935M |
| Employer EIN | 251797617 |
| Plan Effective Date | 2001-06-30 |
| 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 Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.1B · 7,377
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.0B · 9,724
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $1.9B · 7,278
- Harley-Davidson Retirement Plan $1.8B · 1,744
- Johnson Controls Pension Plan $1.7B · 28
Rockwell Automation Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Ernst & Young Defined Benefit Retirement Plan in NJ ($2.1B); by covered participants it is Laborers' District Council Construction Industry Pension Fund in PA (3,081 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.1B here).
- Ernst & Young Defined Benefit Retirement Plan (NJ) $2.1B · 41,604
- Ohio Carpenters' Pension Plan (MI) $2.1B · 10,024
- Medtronic Retirement Plan for Certain Participants and Beneficiaries (MN) $2.2B · 9,031
- Bell Helicopter Textron Master Retirement Plan (RI) $2.1B · 2,995
Similar participant headcount
Nearest other-state filings by covered participants (3,077 participants); asset peers above are excluded.
- Laborers' District Council Construction Industry Pension Fund (PA) 3,081 · 4 off
- Pension Plan for Employees of the Service Employee Int'l Union (DC) 3,063 · 14 off
- Lamb Weston, Inc. Pension Plan for Plant Hourly Employees (ID) 3,060 · 17 off
- Christian School Pension Plan and Trust Fund (MI) 3,056 · 21 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.