Defined Benefit (Pension) · DOL Form 5500 · 2023

Regal Beloit America, Inc. Pension Plan

Data updated 2026-08-25

$168M
Total assets Near avg plan size
735
Participants Near avg headcount
94th
Percentile by assets National rank
$228,207
Avg per participant Above avg balance/head
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Official DOL plan name: Regal Beloit America, Inc. Pension Plan · Sponsored by Regal Beloit America, Inc. · Wisconsin · Manufacturing

$168M in assets, 735 participants

Regal Beloit America, Inc.'s Regal Beloit America, Inc. Pension Plan reported $168M in total assets and 735 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #17,008 in Manufacturing (18,722 peers)

Where Regal Beloit America, Inc. Pension Plan sits by assets

Regal Beloit America, Inc. Pension Plan sits in the top 10% of all filed plans by assets, $168M for 735 participants (~$228,207/participant), up 3.3% in 2023.

#17,008
in Manufacturing (18,722 peers)
+3.3%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Regal Beloit America, Inc. Pension Plan's outsized position by total assets

Regal Beloit America, Inc. Pension Plan vs every filed plan by assets

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

$167,731,819 Top 6% higher than 94% 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 Beloit America, Inc. Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Regal Beloit America, Inc. Pension Plan sits mid-pack in the medium band (735 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Regal Beloit America, Inc. Pension Plan reported net income rose from -$65M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Regal Beloit America, Inc. Pension Plan reported participants fell from 838 in the plan year 2022 filing to 735 in the plan year 2023 filing.
  • Regal Beloit America, Inc. Pension Plan end-of-year assets rose from $162M in the plan year 2022 filing to $168M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390449780 · Regal Beloit America, Inc. PY 2023 · Defined Benefit (Pension)

Regal Beloit America, Inc. Pension Plan · $168M · 735 · 94th

  • ASSETS $168M
  • ASSETS 735
  • ASSETS 94th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Ascension Healthcare Legacy ERISA Pension Plan
  • ASSETS ind #17008

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 Beloit America, Inc. Pension Plan in the asset neighbourhood

Kone Inc. Employees' Retirement PlanKone Inc. Employees' Retirem…$168MAscension Healthcare Legacy ERISA Pension PlanAscension Healthcare Legacy …$168MRegal Beloit America, Inc. Pension PlanRegal Beloit America, Inc. P…$168MSidley Austin LLP Ret Plan for Secretarial StaffSidley Austin LLP Ret Plan f…$167MA.F.of L.-a.G.C. Building Trades Pension PlanA.F.of L.-a.G.C. Building Tr…$167M
End-of-year total assets ($M) among Regal Beloit America, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$162M
Net Assets (End of Year)$168M
Net Income$5M
Employer EIN390449780
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Regal Beloit America, Inc.)

Sponsor-wide plan assets over time

All Regal Beloit America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$155M 4.622230556822693% vs 2022
2024 filing year
$150M$155M$160M$165M$170M 202220232024 $162M $155M ▼ -4.6%
Year Plans Participants Total Assets
2022 1 838 $162M
2023 1 735 $168M
2024 1 641 $155M

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Regal Beloit America, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 050001000015000 01234 Total assets ($B) Participants Regal Beloit America, Inc. Pension Plan, Total assets ($B): 0.167731819 · Participants: 735Regal Beloit America, Inc. Pension PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
Regal Beloit America, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Regal Beloit America, Inc. Pension Plan side-by-side with 3 peers →

Regal Beloit America, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Ascension Healthcare Legacy ERISA Pension Plan in MO ($168M); by covered participants it is Kaiser Aluminum Warrick Pension Plan in IN (735 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($168M here).

Similar participant headcount

Nearest other-state filings by covered participants (735 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 Regal Beloit America, Inc. Pension Plan assets move in 2023? ▼
Regal Beloit America, Inc. Pension Plan edged up modestly - up 3.3% during 2023, from $162M to $168M. Reported net income was $5M.
How have Regal Beloit America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Regal Beloit America, Inc.'s sponsor-wide assets declined 4.6%, from $162M to $155M.
Where does Regal Beloit America, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Regal Beloit America, Inc. Pension Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Regal Beloit America, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ascension Healthcare Legacy ERISA Pension Plan in MO ($168M, 327 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Regal Beloit America, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kaiser Aluminum Warrick Pension Plan in IN (735 participants, $13M 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 390449780.

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.