401(k) · DOL Form 5500 · 2023
Rockwell Automation 401(k) Plan
Data updated 2026-08-25
- $3.6B
- Total assets Very large vs avg
- 8,877
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $408,061
- Avg per participant High balance/head
Official DOL plan name: Rockwell Automation Retirement Savings Plan · Sponsored by Rockwell Automation · Wisconsin · Manufacturing
$3.6B in assets, 8,877 participants
Rockwell Automation's Rockwell Automation Retirement Savings Plan reported $3.6B in total assets and 8,877 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #18,582 in Manufacturing (18,722 peers)
Coverage in Wisconsin
Rockwell Automation Retirement Savings Plan covers 8,877 participants in Wisconsin, 16x the typical Wisconsin plan (state average ~563 per filing). Assets: $3.6B.
- #18,582
- in Manufacturing (18,722 peers)
- +14.9%
- assets growth YoY
- 36×
- vs typical plan assets (national mean)
Rockwell Automation Retirement Savings Plan's outsized position by total assets
Rockwell Automation Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,622,358,820 Highest reported value at or above every one of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Rockwell Automation Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rockwell Automation Retirement Savings Plan lands in the large band (8,877 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rockwell Automation Retirement Savings Plan reported net income rose from -$849M in the plan year 2022 filing to $417M in the plan year 2023 filing.
- Rockwell Automation Retirement Savings Plan end-of-year assets rose from $3.2B in the plan year 2022 filing to $3.6B in the plan year 2023 filing.
- Rockwell Automation Retirement Savings Plan reported participants rose from 8,032 in the plan year 2022 filing to 8,877 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 251797617 · Rockwell Automation PY 2023 · 401(k)
Rockwell Automation Retirement Savings Plan · $3.6B · 8,877 · 100th
- BOOK $3.6B
- BOOK 8,877
- BOOK 100th
- BOOK 401(k)
- BOOK near Relx Inc. US Salary Investment Plan
- BOOK ind #18582
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 →
Rockwell Automation Retirement Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $3.2B |
|---|---|
| Net Assets (End of Year) | $3.6B |
| Net Income | $417M |
| Employer EIN | 251797617 |
| Plan Effective Date | 1981-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rockwell Automation)
Sponsor-wide plan assets over time
All Rockwell Automation plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.6B 5.2744256617899605% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 11,346 | $5.3B |
| 2023 | 3 | 11,047 | $5.4B |
| 2024 | 3 | 11,249 | $5.6B |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- The Northwestern Mutual Employee Savings Plan $2.7B · 8,299
Scale composition for Rockwell Automation Retirement Savings Plan
Rockwell Automation Retirement Savings Plan reports $3.6B in end-of-year assets across 8,877 participants (0.029% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $408,061 per participant (3.0x the national average assets-per-participant) . Net income for plan year 2023 was $417M.
This plan identity (EIN 251797617, plan #008) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.2B to $3.8B (+19.5%) while covered participants moved from 8,032 to 9,217 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,032 | $3.2B | Open filing |
| 2023 | 8,877 | $3.6B | This page |
| 2024 · index core | 9,217 | $3.8B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Rockwell Automation Retirement Savings Plan (401(k), $3.8B, 9,217 participants)
- Rockwell Automation Pension Plan (Defined Benefit (Pension), $1.8B, 2,001 participants)
Rockwell Automation Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Relx Inc. US Salary Investment Plan in NY ($3.7B); by covered participants it is Lavie Holdco 401(k) Plan in FL (8,870 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.6B here).
- Relx Inc. US Salary Investment Plan (NY) $3.7B · 14,068
- Crh Americas 401(k) Plan (GA) $3.7B · 32,239
- Fifth Third Bancorp 401(k) Savings Plan (OH) $3.6B · 19,559
- Deferred Profit-Sharing Plan for Salaried Employees (VA) $3.7B · 4,079
Similar participant headcount
Nearest other-state filings by covered participants (8,877 participants); asset peers above are excluded.
- Lavie Holdco 401(k) Plan (FL) 8,870 · 7 off
- American Multi-Cinema, Inc. 401(k) Savings Plan (KS) 8,869 · 8 off
- Iheart Media, Inc. 401(k) Savings Plan (TX) 8,862 · 15 off
- Variety Wholesalers, Inc. Retirement Savings 401(k) Plan (NC) 8,856 · 21 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.