Defined Benefit (Pension) · DOL Form 5500 · 2023
Rockwell Automation, Inc. Pension Plan
Data updated 2026-08-25
- $1.8B
- Total assets Very large vs avg
- 2,136
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $831,747
- Avg per participant High balance/head
Official DOL plan name: Rockwell Automation Pension Plan · Sponsored by Rockwell Automation, Inc. · Wisconsin · Manufacturing
$1.8B in assets, 2,136 participants
Rockwell Automation, Inc.'s Rockwell Automation Pension Plan reported $1.8B in total assets and 2,136 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #18,445 in Manufacturing (18,722 peers)
Coverage in Wisconsin
Rockwell Automation Pension Plan covers 2,136 participants in Wisconsin, 3.8x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.8B.
- #18,445
- in Manufacturing (18,722 peers)
- -17.2%
- assets change YoY
- 18×
- vs typical plan assets (national mean)
The plan reported a net loss of $378M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rockwell Automation Pension Plan's outsized position by total assets
Rockwell Automation Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,776,611,240 Top 1% higher than 99% 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 Pension 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 Pension Plan lands in the large band (2,136 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rockwell Automation Pension Plan reported net income rose from -$935M in the plan year 2022 filing to -$378M in the plan year 2023 filing.
- Rockwell Automation Pension Plan reported participants fell from 3,077 in the plan year 2022 filing to 2,136 in the plan year 2023 filing.
- Rockwell Automation Pension Plan end-of-year assets fell from $2.1B in the plan year 2022 filing to $1.8B in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 251797617 · Rockwell Automation, Inc. PY 2023 · Defined Benefit (Pension)
Rockwell Automation Pension Plan · $1.8B · 2,136 · 99th
- BOOK $1.8B
- VS-ST 2,136
- BOY 99th
- SCH Defined Benefit (Pension)
- EBSA near Amica Pension Fund
- PART ind #18445
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 Pension Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $2.1B |
|---|---|
| Net Assets (End of Year) | $1.7B |
| Net Income | -$378M |
| Employer EIN | 251797617 |
| Plan Effective Date | 2001-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rockwell Automation, Inc.)
Sponsor-wide plan assets over time
All Rockwell Automation, Inc. 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 Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,348
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
- Harley-Davidson Retirement Plan $1.9B · 1,560
- North Central States Regional Council of Carpenters Pension Fund $1.7B · 5,662
Rockwell Automation Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Amica Pension Fund in RI ($1.8B); by covered participants it is Excellus Retirement Plan in NY (2,138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.8B here).
- Amica Pension Fund (RI) $1.8B · 2,338
- Kpmg Partner Pension Plan (NJ) $1.8B · 2,464
- Iuoe Stationary Engineers Local 39 Pension Plan (CA) $1.8B · 5,142
- Equitable Retirement Plan (NY) $1.8B · 2,527
Similar participant headcount
Nearest other-state filings by covered participants (2,136 participants); asset peers above are excluded.
- Excellus Retirement Plan (NY) 2,138 · 2 off
- Unitehere Northwest Pension Trust Fund (WA) 2,142 · 6 off
- Truck Drivers & Helpers Local Union No. 355 Retirement Plan (MD) 2,130 · 6 off
- Consolidated Roche Retirement Plan (NJ) 2,130 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.