Defined Benefit (Pension) · DOL Form 5500 · 2022

Rotork Controls, Inc. Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
60
Participants Small participant base
76th
Percentile by assets National rank
$304,444
Avg per participant High balance/head
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Official DOL plan name: Rotork Controls, Inc. Pension Plan · Sponsored by Rotork Controls, Inc. · New York · Manufacturing

$18M in assets, 60 participants

Rotork Controls, Inc.'s Rotork Controls, Inc. Pension Plan reported $18M in total assets and 60 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #13,669 in Manufacturing (20,602 peers)

Where Rotork Controls, Inc. Pension Plan sits by assets

Rotork Controls, Inc. Pension Plan sits in the top quartile of all filed plans by assets, $18M for 60 participants (~$304,444/participant), down 27.0% in 2022.

#13,669
in Manufacturing (20,602 peers)
-27.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rotork Controls, Inc. Pension Plan's outsized position by total assets

Rotork Controls, Inc. Pension Plan vs every filed plan by assets

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

$18,266,649 Top 24% higher than 76% 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 Controls, Inc. Pension 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. Rotork Controls, Inc. Pension Plan is a small filing (60 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 112135246 · Rotork Controls, Inc. PY 2022 · Defined Benefit (Pension)

Rotork Controls, Inc. Pension Plan · $18M · 60 · 76th

  • BOOK $18M
  • BOOK 60
  • BOOK 76th
  • BOOK Defined Benefit (Pension)
  • BOOK near Sbera Pension Plan as Adopted by Pentucket Bank
  • BOOK ind #13669

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 Controls, Inc. Pension Plan in the asset neighbourhood

Detrex Corporation Employees' Retirement PlanDetrex Corporation Employees…$18MTrivium Defined Benefit Plan$18MRotork Controls, Inc. Pension PlanRotork Controls, Inc. Pensio…$18MSbera Pension Plan as Adopted by Pentucket BankSbera Pension Plan as Adopte…$18MThe Gradall Company Employees' Retirement PlanThe Gradall Company Employee…$18M
End-of-year total assets ($M) among Rotork Controls, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$18M
Net Income-$7M
Employer EIN112135246
Plan Effective Date1980-01-01
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 Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Rotork Controls, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Rotork Controls, Inc. Pension Plan, Total assets ($B): 0.018266649 · Participants: 60Rotork Controls, Inc. Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Rotork Controls, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Rotork Controls, Inc. Pension Plan side-by-side with 3 peers →

Rotork Controls, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Sbera Pension Plan as Adopted by Pentucket Bank in MA ($18M); by covered participants it is First Citizens Community Bank Account Balance Pension Plan in PA (60 participants). Same-state nearby plans are listed separately above.

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 Controls, Inc. Pension Plan assets move in 2022? ▼
Rotork Controls, Inc. Pension Plan declined sharply - down 27.0% during 2022, from $25M to $18M. Reported net income was -$7M.
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 Controls, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Rotork Controls, Inc. Pension Plan ranks in the 76th 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 Defined Benefit (Pension) plans are similar in size to Rotork Controls, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sbera Pension Plan as Adopted by Pentucket Bank in MA ($18M, 93 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rotork Controls, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First Citizens Community Bank Account Balance Pension Plan in PA (60 participants, $11M 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.