401(k) · DOL Form 5500 · 2023

Regal Rexnord Corporation 401(k) Plan

Data updated 2026-08-25

$634M
Total assets Above avg plan size
5,339
Participants Above avg headcount
98th
Percentile by assets National rank
$118,755
Avg per participant Near avg balance/head
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Official DOL plan name: Regal Rexnord Retirement Savings Plan · Sponsored by Regal Rexnord Corporation · Wisconsin · Manufacturing

$634M in assets, 5,339 participants

Regal Rexnord Corporation's Regal Rexnord Retirement Savings Plan reported $634M in total assets and 5,339 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #18,069 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Regal Rexnord Retirement Savings Plan covers 5,339 participants in Wisconsin, 9.5x the typical Wisconsin plan (state average ~563 per filing). Assets: $634M.

#18,069
in Manufacturing (18,722 peers)
+9.9%
assets growth YoY
6.4×
vs typical plan assets (national mean)

Regal Rexnord Retirement Savings Plan's outsized position by total assets

Regal Rexnord Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$634,031,736 Top 2% higher than 98% 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

Regal Rexnord 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. Regal Rexnord Retirement Savings Plan lands in the large band (5,339 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Regal Rexnord Retirement Savings Plan reported net income rose from -$145M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Regal Rexnord Retirement Savings Plan end-of-year assets rose from $577M in the plan year 2022 filing to $634M in the plan year 2023 filing.
  • Regal Rexnord Retirement Savings Plan reported participants rose from 5,255 in the plan year 2022 filing to 5,339 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390875718 · Regal Rexnord Corporation PY 2023 · 401(k)

Regal Rexnord Retirement Savings Plan · $634M · 5,339 · 98th

  • PHOTO $634M
  • IND 5,339
  • EOY 98th
  • 5500 401(k)
  • ASSETS near Cubic Corporation 401(k) Retirement Plan
  • PCT ind #18069

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 Rexnord Retirement Savings Plan in the asset neighbourhood

Sabic U.S. Employee Retirement Savings PlanSabic U.S. Employee Retireme…$635MFmc Corporation Savings and Investment PlanFmc Corporation Savings and …$634MCubic Corporation 401(k) Retirement PlanCubic Corporation 401(k) Ret…$634MRegal Rexnord Retirement Savings PlanRegal Rexnord Retirement Sav…$634MAutoliv Asp, Inc. Employee Savings and Investment PlanAutoliv Asp, Inc. Employee S…$634M
End-of-year total assets ($M) among Regal Rexnord Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$577M
Net Assets (End of Year)$634M
Net Income$57M
Employer EIN390875718
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Regal Rexnord Corporation)

Sponsor-wide plan assets over time

All Regal Rexnord Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$961M 66.65715225178548% vs 2022
2024 filing year
$400M$600M$800M$1,000M 202220232024 $577M $961M ▲ +66.7%
Year Plans Participants Total Assets
2022 1 5,255 $577M
2023 1 5,339 $634M
2024 2 8,467 $961M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Regal Rexnord Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 0246810 Total assets ($B) Participants Regal Rexnord Retirement Savings Plan, Total assets ($B): 0.634031736 · Participants: 5339Regal Rexnord Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Regal Rexnord Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Regal Rexnord Retirement Savings Plan side-by-side with 3 peers →

Scale composition for Regal Rexnord Retirement Savings Plan

Regal Rexnord Retirement Savings Plan reports $634M in end-of-year assets across 5,339 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $118,755 per participant (86% of the national average assets-per-participant) . Net income for plan year 2023 was $57M.

This plan identity (EIN 390875718, plan #008) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $577M to $656M (+13.8%) while covered participants moved from 5,255 to 5,310 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,255 $577M Open filing
2023 5,339 $634M This page
2024 · index core 5,310 $656M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Regal Rexnord Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Cubic Corporation 401(k) Retirement Plan in CA ($634M); by covered participants it is Thrift & Investment Plan of Norfolk Southern Corporation and Participating Subsidiary Companies in GA (5,335 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($634M here).

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 Regal Rexnord Retirement Savings Plan assets move in 2023? ▼
Regal Rexnord Retirement Savings Plan grew at a solid clip - up 9.9% during 2023, from $577M to $634M. Reported net income was $57M.
How have Regal Rexnord Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Regal Rexnord Corporation's sponsor-wide assets grew 66.7%, from $577M to $961M.
Where does Regal Rexnord Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Regal Rexnord Retirement Savings Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Regal Rexnord Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cubic Corporation 401(k) Retirement Plan in CA ($634M, 2,192 participants).
Which 401(k) plans cover a similar participant headcount to Regal Rexnord Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thrift & Investment Plan of Norfolk Southern Corporation and Participating Subsidiary Companies in GA (5,335 participants, $1.5B 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 390875718.

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.