401(k) · DOL Form 5500 · 2023
Regal Rexnord Corporation 401(k) Plan
Data updated 2026-08-11
- $634M
- Total assets
- 5,339
- Participants
- 98th
- Percentile by assets
- $118,755
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $634M
- total plan assets (2023 EOY)
- 5,339
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $118,755
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Regal Rexnord Retirement Savings Plan reports 5,339 participants - 9.5x that state average ($634M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $577M |
|---|---|
| Net Assets (End of Year) | $634M |
| Net Income | $57M |
| Employer EIN | 390875718 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Regal Rexnord Corporation)
| 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
- 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
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
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 (401(k), $656M, 5,310 participants)
- Regal Rexnord 401(k) Plan (401(k), $305M, 3,157 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Regal Rexnord Retirement Savings Plan by total assets, not by location.
- Cubic Corporation 401(k) Retirement Plan (CA) $634M · 2,192
- Fmc Corporation Savings and Investment Plan (PA) $634M · 1,359
- Autoliv Asp, Inc. Employee Savings and Investment Plan (UT) $634M · 4,537
- Sabic U.S. Employee Retirement Savings Plan (TX) $635M · 2,930
Frequently Asked Questions
How did Regal Rexnord Retirement Savings Plan assets move in 2023? ▼
How have Regal Rexnord Corporation plan assets changed over time? ▼
Where does Regal Rexnord Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Regal Rexnord Retirement Savings Plan? ▼
Next read for Regal Rexnord Retirement Savings Plan
Filing takeaways
Ways to act on Regal Rexnord Retirement Savings Plan's numbers.
- By total assets, Regal Rexnord Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Regal Rexnord Corporation's sponsor-wide assets have grown 66.7% since 2022 across 3 plan years on file. More Manufacturing plans