Defined Benefit (Pension) · DOL Form 5500 · 2022
Rockwell Automation, Inc. Pension Plan
Data updated 2026-08-06
- $2.1B
- Total assets
- 3,077
- Participants
- 99th
- Percentile by assets
- $696,955
- Avg per participant
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.
- 99th percentile by assets (of 139,258 plans)
- #20,431 in Manufacturing (20,629 peers)
Coverage in Wisconsin
Rockwell Automation Pension Plan covers 3,077 participants in Wisconsin, 5.4x the typical Wisconsin plan (state average ~565 per filing). Assets: $2.1B.
- $2.1B
- total plan assets (2022 EOY)
- 3,077
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $696,955
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Rockwell Automation Pension Plan reports 3,077 participants - 5.4x that state average ($2.1B EOY assets).
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.)
| 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.
Rockwell Automation Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Rockwell Automation Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Rockwell Automation Pension Plan assets move in 2022? ▼
How have Rockwell Automation, Inc. plan assets changed over time? ▼
Where does Rockwell Automation Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Rockwell Automation Pension Plan? ▼
Next read for Rockwell Automation Pension Plan
Filing takeaways
Ways to act on Rockwell Automation Pension Plan's numbers.
- By total assets, Rockwell Automation Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
- Rockwell Automation, Inc.'s sponsor-wide assets have grown 5.3% since 2022 across 3 plan years on file. More Manufacturing plans