401(k) · DOL Form 5500 · 2022

Beckhoff Automation, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
189
Participants Below avg headcount
81st
Percentile by assets National rank
$136,680
Avg per participant Near avg balance/head
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Official DOL plan name: Beckhoff Automation 401(k) Plan · Sponsored by Beckhoff Automation, LLC · Minnesota · Manufacturing

$26M in assets, 189 participants

Beckhoff Automation, LLC's Beckhoff Automation 401(k) Plan reported $26M in total assets and 189 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #15,030 in Manufacturing (20,602 peers)

Coverage in Minnesota

Beckhoff Automation 401(k) Plan covers 189 participants in Minnesota, about 17% of the average Minnesota filer (state average ~1,126 per filing). Assets: $26M.

#15,030
in Manufacturing (20,602 peers)
-7.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Beckhoff Automation 401(k) Plan's outsized position by total assets

Beckhoff Automation 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$25,832,602 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Beckhoff Automation 401(k) 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. Beckhoff Automation 401(k) Plan sits mid-pack in the medium band (189 participants).

EBSA filing schedule strip

Filing strip 522124363 · Beckhoff Automation, LLC PY 2022 · 401(k)

Beckhoff Automation 401(k) Plan · $26M · 189 · 81st

  • PHOTO $26M
  • IND 189
  • EOY 81st
  • 5500 401(k)
  • ASSETS near River States Truck & Trailer 401(k) Retirement Plan
  • PCT ind #15030

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 Minnesota →

Beckhoff Automation 401(k) Plan in the asset neighbourhood

The Clinton Foundation Retirement PlanThe Clinton Foundation Retir…$26MBeckhoff Automation 401(k) PlanBeckhoff Automation 401(k) P…$26MRiver States Truck & Trailer 401(k) Retirement PlanRiver States Truck & Trailer…$26MNortheast Michigan Community Service Agency, Inc. Profit Sharing PlanNortheast Michigan Community…$26MXencor, Inc. 401(k) Plan$26M
End-of-year total assets ($M) among Beckhoff Automation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$26M
Net Income-$2M
Employer EIN522124363
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beckhoff Automation, LLC)

Sponsor-wide plan assets over time

All Beckhoff Automation, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 67.60552421316288% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $25.8M $43.3M ▲ +67.6%
Year Plans Participants Total Assets
2022 1 189 $26M
2023 1 219 $35M
2024 1 258 $43M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Beckhoff Automation 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Beckhoff Automation 401(k) Plan, Total assets ($B): 0.025832602 · Participants: 189Beckhoff Automation 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Beckhoff Automation 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Beckhoff Automation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is River States Truck & Trailer 401(k) Retirement Plan in WI ($26M); by covered participants it is Healthcare Association of New York State, Inc Retirement Savings Plan in NY (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Beckhoff Automation 401(k) Plan assets move in 2022?
Beckhoff Automation 401(k) Plan pulled back noticeably - down 7.8% during 2022, from $28M to $26M. Reported net income was -$2M.
How have Beckhoff Automation, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Beckhoff Automation, LLC's sponsor-wide assets grew 67.6%, from $26M to $43M.
Where does Beckhoff Automation 401(k) Plan rank by assets among Form 5500 filers?
Beckhoff Automation 401(k) Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Beckhoff Automation 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is River States Truck & Trailer 401(k) Retirement Plan in WI ($26M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Beckhoff Automation 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Healthcare Association of New York State, Inc Retirement Savings Plan in NY (189 participants, $57M in assets).