Defined Benefit (Pension) · DOL Form 5500 · 2022

Regal Beloit America, Inc. Pension Plan

Data updated 2026-08-25

$162M
Total assets Near avg plan size
838
Participants Near avg headcount
95th
Percentile by assets National rank
$193,829
Avg per participant Above avg balance/head
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Official DOL plan name: Regal Beloit America, Inc. Pension Plan · Sponsored by Regal Beloit America, Inc. · Wisconsin · Manufacturing

$162M in assets, 838 participants

Regal Beloit America, Inc.'s Regal Beloit America, Inc. Pension Plan reported $162M in total assets and 838 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #18,959 in Manufacturing (20,602 peers)

Where Regal Beloit America, Inc. Pension Plan sits by assets

Regal Beloit America, Inc. Pension Plan sits in the top 5% of all filed plans by assets, $162M for 838 participants (~$193,829/participant), down 28.7% in 2022.

#18,959
in Manufacturing (20,602 peers)
-28.7%
assets change YoY
1.6×
vs typical plan assets (national mean)

The plan reported a net loss of $65M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Regal Beloit America, Inc. Pension Plan's outsized position by total assets

Regal Beloit America, Inc. Pension Plan vs every filed plan by assets

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

$162,428,635 Top 5% higher than 95% 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

Regal Beloit America, Inc. Pension 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. Regal Beloit America, Inc. Pension Plan sits mid-pack in the medium band (838 participants).

EBSA filing schedule strip

Filing strip 390449780 · Regal Beloit America, Inc. PY 2022 · Defined Benefit (Pension)

Regal Beloit America, Inc. Pension Plan · $162M · 838 · 95th

  • SCH $162M
  • SCH 838
  • SCH 95th
  • SCH Defined Benefit (Pension)
  • SCH near Local 147 Construction Workers Retirement Plan
  • SCH ind #18959

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 →

Regal Beloit America, Inc. Pension Plan in the asset neighbourhood

Sidley Austin LLP Ret Plan for Secretarial StaffSidley Austin LLP Ret Plan f…$163MCircor International, Inc. Retirement PlanCircor International, Inc. R…$163MAbb Inc. Merged Pension Plan$162MRegal Beloit America, Inc. Pension PlanRegal Beloit America, Inc. P…$162MLocal 147 Construction Workers Retirement PlanLocal 147 Construction Worke…$162M
End-of-year total assets ($M) among Regal Beloit America, 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)$228M
Net Assets (End of Year)$162M
Net Income-$65M
Employer EIN390449780
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Regal Beloit America, Inc.)

Sponsor-wide plan assets over time

All Regal Beloit America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$155M 4.622230556822693% vs 2022
2024 filing year
$150M$155M$160M$165M$170M 202220232024 $162M $155M ▼ -4.6%
Year Plans Participants Total Assets
2022 1 838 $162M
2023 1 735 $168M
2024 1 641 $155M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Regal Beloit America, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 01234 Total assets ($B) Participants Regal Beloit America, Inc. Pension Plan, Total assets ($B): 0.162428635 · Participants: 838Regal Beloit America, Inc. Pension PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
Regal Beloit America, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Regal Beloit America, Inc. Pension Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Local 147 Construction Workers Retirement Plan in NJ ($162M); by covered participants it is Momentive Performance Materials Inc. Pension Plan in NY (838 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($162M here).

Similar participant headcount

Nearest other-state filings by covered participants (838 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 Regal Beloit America, Inc. Pension Plan assets move in 2022? ▼
Regal Beloit America, Inc. Pension Plan declined sharply - down 28.7% during 2022, from $228M to $162M. Reported net income was -$65M.
How have Regal Beloit America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Regal Beloit America, Inc.'s sponsor-wide assets declined 4.6%, from $162M to $155M.
Where does Regal Beloit America, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Regal Beloit America, Inc. Pension Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Regal Beloit America, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 147 Construction Workers Retirement Plan in NJ ($162M, 17 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Regal Beloit America, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Momentive Performance Materials Inc. Pension Plan in NY (838 participants, $127M 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 390449780.

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.