Defined Benefit (Pension) · DOL Form 5500 · 2023

Emerson Electric Company Pension Plan

Data updated 2026-08-25

$3.4B
Total assets Very large vs avg
2,671
Participants Above avg headcount
100th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Emerson Electric Company Retirement Plan · Sponsored by Emerson Electric Company · Missouri · Manufacturing

$3.4B in assets, 2,671 participants

Emerson Electric Company's Emerson Electric Company Retirement Plan reported $3.4B in total assets and 2,671 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #18,565 in Manufacturing (18,722 peers)

Coverage in Missouri

Emerson Electric Company Retirement Plan covers 2,671 participants in Missouri, 3.6x the typical Missouri plan (state average ~737 per filing). Assets: $3.4B.

#18,565
in Manufacturing (18,722 peers)
+7.9%
assets growth YoY
34×
vs typical plan assets (national mean)

Emerson Electric Company Retirement Plan's outsized position by total assets

Emerson Electric Company Retirement Plan vs every filed plan by assets

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

$3,376,279,254 Highest reported value at or above every one 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 Company Retirement 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. Emerson Electric Company Retirement Plan lands in the large band (2,671 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Emerson Electric Company Retirement Plan reported net income rose from $35M in the plan year 2022 filing to $248M in the plan year 2023 filing.
  • Emerson Electric Company Retirement Plan reported participants fell from 4,763 in the plan year 2022 filing to 2,671 in the plan year 2023 filing.
  • Emerson Electric Company Retirement Plan end-of-year assets rose from $3.1B in the plan year 2022 filing to $3.4B in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 430259330 · Emerson Electric Company PY 2023 · Defined Benefit (Pension)

Emerson Electric Company Retirement Plan · $3.4B · 2,671 · 100th

  • PCT $3.4B
  • EIN 2,671
  • RANK 100th
  • PHOTO Defined Benefit (Pension)
  • IND near Duke Energy Legacy Pension Plan
  • EOY ind #18565

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 Company Retirement Plan in the asset neighbourhood

Bakery & Confectionery Union & Industry International Pension FundBakery & Confectionery Union…$3.4BEmerson Electric Company Retirement PlanEmerson Electric Company Ret…$3.4BGeorgia-Pacific LLC Hourly Pension PlanGeorgia-Pacific LLC Hourly P…$3.4BDuke Energy Legacy Pension PlanDuke Energy Legacy Pension P…$3.4BRetirement Plan for Certain Represented EmployeesRetirement Plan for Certain …$3.4B
End-of-year total assets ($B) among Emerson Electric Company Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$3.1B
Net Assets (End of Year)$3.4B
Net Income$248M
Employer EIN430259330
Plan Effective Date1950-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emerson Electric Company)

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

Nearby Defined Benefit (Pension) Plans in Missouri

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

Emerson Electric Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 246810 Total assets ($B) Participants Emerson Electric Company Retirement Plan, Total assets ($B): 3.376279254 · Participants: 2671Emerson Electric Company Retirement PlanBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.787453474 · Participants: 30358Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.709766277 · Participants: 10156Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.457605028 · Participants: 14993Co-Op Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.265514848 · Participants: 11420Carpenters Pension Trust Fund of St. LouisBjc Pension Plan, Total assets ($B): 2.838204241 · Participants: 19553Bjc Pension Plan
Emerson Electric Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants

Emerson Electric Company Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is Duke Energy Legacy Pension Plan in NC ($3.4B); by covered participants it is Maine Medical Center Pension Plan in ME (2,679 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,671 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 Company Retirement Plan assets move in 2023?
Emerson Electric Company Retirement Plan grew at a solid clip - up 7.9% during 2023, from $3.1B to $3.4B. Reported net income was $248M.
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.
Where does Emerson Electric Company Retirement Plan rank by assets among Form 5500 filers?
Emerson Electric Company Retirement Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Emerson Electric Company Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Duke Energy Legacy Pension Plan in NC ($3.4B, 371 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Emerson Electric Company Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Maine Medical Center Pension Plan in ME (2,679 participants, $764M in assets).