Defined Benefit (Pension) · DOL Form 5500 · 2023

Rotork Controls, Inc. Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
52
Participants Small participant base
72nd
Percentile by assets National rank
$379,068
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rotork Controls, Inc. Pension Plan · Sponsored by Rotork Controls, Inc. · New York · Manufacturing

$20M in assets, 52 participants

Rotork Controls, Inc.'s Rotork Controls, Inc. Pension Plan reported $20M in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #11,631 in Manufacturing (18,722 peers)

Rotork Controls, Inc. multi-year trail

Rotork Controls, Inc.'s plans moved +13.7% in assets from 2022 to 2024; this filing shows Rotork Controls, Inc. Pension Plan at $20M / 52 participants.

#11,631
in Manufacturing (18,722 peers)
+7.9%
assets growth YoY

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 2023 · DOL Form 5500

$19,711,549 Top 28% higher than 72% of 127,068 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 2023

Rotork Controls, Inc. Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rotork Controls, Inc. Pension Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rotork Controls, Inc. Pension Plan reported net income rose from -$7M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Rotork Controls, Inc. Pension Plan reported participants fell from 60 in the plan year 2022 filing to 52 in the plan year 2023 filing.
  • Rotork Controls, Inc. Pension Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 112135246 · Rotork Controls, Inc. PY 2023 · Defined Benefit (Pension)

Rotork Controls, Inc. Pension Plan · $20M · 52 · 72nd

  • IND $20M
  • EOY 52
  • 5500 72nd
  • ASSETS Defined Benefit (Pension)
  • PCT near American Farm Bureau Federation and Affiliated Companies Employees' Retirement Plan
  • EIN ind #11631

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

Swisslog Retirement Income Plan for Salaried EmployeesSwisslog Retirement Income P…$20MMotiva Chemicals Cash Balance Pension PlanMotiva Chemicals Cash Balanc…$20MWoodward Fst Employees' Pension PlanWoodward Fst Employees' Pens…$20MRotork Controls, Inc. Pension PlanRotork Controls, Inc. Pensio…$20MAmerican Farm Bureau Federation and Affiliated Companies Employees' Retirement PlanAmerican Farm Bureau Federat…$20M
End-of-year total assets ($M) among Rotork Controls, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Rotork Controls, Inc. multi-year asset trail

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

Rotork Controls, Inc. filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$1M
Employer EIN112135246
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

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. -50000050000100000150000 -100102030 Total assets ($B) Participants Rotork Controls, Inc. Pension Plan, Total assets ($B): 0.019711549 · Participants: 52Rotork Controls, Inc. Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
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 American Farm Bureau Federation and Affiliated Companies Employees' Retirement Plan in DC ($20M); by covered participants it is Retirement Income Plan for Employees of Edison Electric Institute in DC (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Rotork Controls, Inc. Pension Plan grew at a solid clip - up 7.9% during 2023, from $18M to $20M. Reported net income was $1M.
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.
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 American Farm Bureau Federation and Affiliated Companies Employees' Retirement Plan in DC ($20M, 98 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 Retirement Income Plan for Employees of Edison Electric Institute in DC (52 participants, $130M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.