Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Emerson Electric Company Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Emerson Electric Company · Missouri · Manufacturing

What the 2023 filing shows

Emerson Electric Company Retirement Plan holds $3.1B for 4,763 participants — about $656,685 per participant, up 1.1% over the 2022 plan year.

$3.1B
total plan assets (2022 EOY)
4,763
covered participants
$656,685
avg assets per participant
+1.1%
assets growth YoY
Total Assets (2023)
$3.1B
Participants
4,763
State
Industry
Manufacturing

What the Filing Says About Emerson Electric Company Retirement Plan

Emerson Electric Company Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Emerson Electric Company, headquartered in Missouri. As of the 2022 Form 5500 filing, the plan reports $3.1B in total end-of-year assets and covers 4,763 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 430259330, and the plan has been effective since 1950-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3.1B at the beginning of 2022 to $3.1B at year-end — a gain of 1.1%. Net assets (after liabilities) closed the year at $3.1B, with reported net income of $35M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3.1B
Total Assets (End of Year)$3.1B
Net Assets (End of Year)$3.1B
Net Income$35M
Plan TypeDefined Benefit (Pension)
Employer EIN430259330
Plan Effective Date1950-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emerson Electric Company)

Year Plans Participants Total Assets
2022 5 32,418 $7.0B
2023 5 21,645 $7.9B
2024 2 3,840 N/A

Nearby Defined Benefit (Pension) Plans in Missouri

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

Frequently Asked Questions

How much money is in the Emerson Electric Company Retirement Plan?
As of the 2022 Form 5500 filing, Emerson Electric Company Retirement Plan holds $3.1B in total assets with 4,763 participants. It is sponsored by Emerson Electric Company.
What type of plan is Emerson Electric Company Retirement Plan?
Emerson Electric Company Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1950-01-01. The plan is filed with the U.S. Department of Labor under EIN 430259330.
Who sponsors the Emerson Electric Company Retirement Plan?
Emerson Electric Company Retirement Plan is sponsored by Emerson Electric Company, located in Missouri. The sponsor's EIN is 430259330 and the plan operates in the Manufacturing industry.
How did Emerson Electric Company Retirement Plan perform in 2022?
Emerson Electric Company Retirement Plan grew by 1.1% during 2022, moving from $3.1B to $3.1B in total assets. Net income was $35M.
Where can I find official filings for Emerson Electric Company Retirement Plan?
Official Form 5500 filings for Emerson Electric Company Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 430259330 or plan name at efast.dol.gov.
How does Emerson Electric Company Retirement Plan compare to other plans?
You can compare Emerson Electric Company Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 430259330.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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