401(k) · DOL Form 5500 · 2023

Emerson Electric Company 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
22
Participants Small participant base
39th
Percentile by assets National rank
$167,503
Avg per participant Above avg balance/head
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Official DOL plan name: Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico · Sponsored by Emerson Electric Company · Missouri · Manufacturing

$4M in assets, 22 participants

Emerson Electric Company's Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico reported $4M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,135 in Manufacturing (18,722 peers)

Emerson Electric Company multi-year trail

Emerson Electric Company's plans moved +53.1% in assets from 2022 to 2024; this filing shows Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico at $4M / 22 participants.

#4,135
in Manufacturing (18,722 peers)
+17.2%
assets growth YoY

Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico's mid-pack asset rank among Manufacturing and all filers

Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico vs every filed plan by assets

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

$3,685,061 39th percentile higher than 39% 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

Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico reported net income rose from $471K in the plan year 2022 filing to $541K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 430259330 · Emerson Electric Company PY 2023 · 401(k)

Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico · $4M · 22 · 39th

  • 5500 $4M
  • 5500 22
  • 5500 39th
  • 5500 401(k)
  • 5500 near Harvard Club of Boston 401(k) Plan
  • 5500 ind #4135

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 Missouri →

Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico in the asset neighbourhood

Emerson Electric Co. Savings Investment Plan for Employees in Puerto RicoEmerson Electric Co. Savings…$4MHarvard Club of Boston 401(k) PlanHarvard Club of Boston 401(k…$4MPhoton Infotech 401(k) Profit Sharing PlanPhoton Infotech 401(k) Profi…$4MCommunity Action Partnership of Lancaster and Saunders Counties 401(k) Retirement PlanCommunity Action Partnership…$4MChestnut Hill Benevolent Association Employee Savings PlanChestnut Hill Benevolent Ass…$4M
End-of-year total assets ($M) among Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Emerson Electric Company multi-year asset trail

Sponsor-wide plan assets over time

All Emerson Electric Company plans reported in each filing year

Latest sponsor-wide plan assets
$10.7B 53.057033493578196% vs 2022
2024 filing year
$6B$8B$10B$12B 202220232024 $6.98B $10.7B ▲ +53.0%
Year Plans Participants Total Assets
2022 5 32,418 $7.0B
2023 5 21,645 $7.9B
2024 6 18,678 $10.7B

Emerson Electric Company filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$541K
Employer EIN430259330
Plan Effective Date2005-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico, Total assets ($B): 0.003685061 · Participants: 22Emerson Electric Co. Savings Investment Plan for Employees in Puerto RicoEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico side-by-side with 3 peers →

Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Harvard Club of Boston 401(k) Plan in MA ($4M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico assets move in 2023? ▼
Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico grew sharply - up 17.2% during 2023, from $3M to $4M. Reported net income was $541K.
How have Emerson Electric Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emerson Electric Company's sponsor-wide assets grew 53.1%, from $7.0B to $10.7B.
Which 401(k) plans are similar in size to Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico? ▼
Among 401(k) plans in other states, the closest by assets is Harvard Club of Boston 401(k) Plan in MA ($4M, 48 participants).
Which 401(k) plans cover a similar participant headcount to Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico? ▼
Among 401(k) plans in other states, the closest by covered participants is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants, $553K 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 430259330.

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.