401(k) · DOL Form 5500 · 2022

Rotork Controls, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
386
Participants Below avg headcount
87th
Percentile by assets National rank
$117,330
Avg per participant Below avg balance/head
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Official DOL plan name: Rotork 401(k) Plan · Sponsored by Rotork Controls, Inc. · New York · Manufacturing

$45M in assets, 386 participants

Rotork Controls, Inc.'s Rotork 401(k) Plan reported $45M in total assets and 386 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #16,734 in Manufacturing (20,602 peers)

Coverage in New York

Rotork 401(k) Plan covers 386 participants in New York, about 48% of the average New York filer (state average ~798 per filing). Assets: $45M.

#16,734
in Manufacturing (20,602 peers)
-21.5%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Rotork 401(k) Plan vs every filed plan by assets

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

$45,289,464 Top 13% higher than 87% 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

Rotork 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. Rotork 401(k) Plan sits mid-pack in the medium band (386 participants).

DOL schedule card

Filing strip 112135246 · Rotork Controls, Inc. PY 2022 · 401(k)

Rotork 401(k) Plan · $45M · 386 · 87th

  • TYPE $45M
  • NET 386
  • BOOK 87th
  • VS-ST 401(k)
  • BOY near Robson Communities, Inc. & Participating Companies 401(k) Retirement Plan & Trust
  • SCH ind #16734

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 New York →

Rotork 401(k) Plan in the asset neighbourhood

Rotork 401(k) Plan$45MRobson Communities, Inc. & Participating Companies 401(k) Retirement Plan & TrustRobson Communities, Inc. & P…$45MNewfields Companies, LLC 401(k) PlanNewfields Companies, LLC 401…$45MRawlings Sporting Goods 401(k) PlanRawlings Sporting Goods 401(…$45MSierra Club 401(k) Plan for Non-Represented EmployeesSierra Club 401(k) Plan for …$45M
End-of-year total assets ($M) among Rotork 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$45M
Net Income-$12M
Employer EIN112135246
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rotork Controls, Inc.)

Sponsor-wide plan assets over time

All Rotork Controls, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$72M 13.747116662090395% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $63.6M $72.3M ▲ +13.7%
Year Plans Participants Total Assets
2022 2 446 $64M
2023 2 386 $67M
2024 2 433 $72M

Nearby 401(k) Plans in New York

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

Rotork 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Rotork 401(k) Plan, Total assets ($B): 0.045289464 · Participants: 386Rotork 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Rotork 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rotork 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Robson Communities, Inc. & Participating Companies 401(k) Retirement Plan & Trust in AZ ($45M); by covered participants it is Mbi, Inc 401(k) Plan in CT (386 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (386 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 Rotork 401(k) Plan assets move in 2022? ▼
Rotork 401(k) Plan declined sharply - down 21.5% during 2022, from $58M to $45M. Reported net income was -$12M.
How have Rotork Controls, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rotork Controls, Inc.'s sponsor-wide assets grew 13.7%, from $64M to $72M.
Where does Rotork 401(k) Plan rank by assets among Form 5500 filers? ▼
Rotork 401(k) Plan ranks in the 87th 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 Rotork 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robson Communities, Inc. & Participating Companies 401(k) Retirement Plan & Trust in AZ ($45M, 878 participants).
Which 401(k) plans cover a similar participant headcount to Rotork 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mbi, Inc 401(k) Plan in CT (386 participants, $51M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112135246.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.