401(k) · DOL Form 5500 · 2024

Beckhoff Automation, LLC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
258
Participants Below avg headcount
82nd
Percentile by assets National rank
$167,817
Avg per participant Above avg balance/head
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Official DOL plan name: Beckhoff Automation 401(k) Plan · Sponsored by Beckhoff Automation, LLC · Minnesota · Manufacturing

$43M in assets, 258 participants

Beckhoff Automation, LLC's Beckhoff Automation 401(k) Plan reported $43M in total assets and 258 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,394 in Manufacturing (17,777 peers)

Coverage in Minnesota

Beckhoff Automation 401(k) Plan covers 258 participants in Minnesota, about 23% of the average Minnesota filer (state average ~1,126 per filing). Assets: $43M.

#13,394
in Manufacturing (17,777 peers)
+23.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Beckhoff Automation 401(k) Plan's outsized position by total assets

Beckhoff Automation 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$43,296,868 Top 18% higher than 82% of 123,620 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 2024

Beckhoff Automation 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beckhoff Automation 401(k) Plan sits mid-pack in the medium band (258 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beckhoff Automation 401(k) Plan end-of-year assets rose from $35M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Beckhoff Automation 401(k) Plan reported participants rose from 219 in the plan year 2023 filing to 258 in the plan year 2024 filing.
  • Beckhoff Automation 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 522124363 · Beckhoff Automation, LLC PY 2024 · 401(k)

Beckhoff Automation 401(k) Plan · $43M · 258 · 82nd

  • RANK $43M
  • PHOTO 258
  • IND 82nd
  • EOY 401(k)
  • 5500 near Cascade Energy 401(k) Plan & Trust
  • ASSETS ind #13394

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 Minnesota →

Beckhoff Automation 401(k) Plan in the asset neighbourhood

Beckhoff Automation 401(k) PlanBeckhoff Automation 401(k) P…$43MEmtec Global Services, LLC 401(k) Profit Sharing PlanEmtec Global Services, LLC 4…$43MPaddock Publications, Inc. Employees 401(k) PlanPaddock Publications, Inc. E…$43MCascade Energy 401(k) Plan & TrustCascade Energy 401(k) Plan &…$43MPediatrust, LLC 401(k) Profit Sharing Plan & TrustPediatrust, LLC 401(k) Profi…$43M
End-of-year total assets ($M) among Beckhoff Automation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$43M
Net Income$8M
Employer EIN522124363
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beckhoff Automation, LLC)

Sponsor-wide plan assets over time

All Beckhoff Automation, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 67.60552421316288% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $25.8M $43.3M ▲ +67.6%
Year Plans Participants Total Assets
2022 1 189 $26M
2023 1 219 $35M
2024 1 258 $43M

Nearby 401(k) Plans in Minnesota

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

Beckhoff Automation 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Beckhoff Automation 401(k) Plan, Total assets ($B): 0.043296868 · Participants: 258Beckhoff Automation 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Beckhoff Automation 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Beckhoff Automation 401(k) Plan side-by-side with 3 peers →

Beckhoff Automation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Cascade Energy 401(k) Plan & Trust in OR ($43M); by covered participants it is Momomilk, LLC 401(k) Profit Sharing Plan in NY (258 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (258 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Beckhoff Automation 401(k) Plan assets move in 2024? ▼
Beckhoff Automation 401(k) Plan grew sharply - up 23.8% during 2024, from $35M to $43M. Reported net income was $8M.
How have Beckhoff Automation, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beckhoff Automation, LLC's sponsor-wide assets grew 67.6%, from $26M to $43M.
Where does Beckhoff Automation 401(k) Plan rank by assets among Form 5500 filers? ▼
Beckhoff Automation 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Beckhoff Automation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cascade Energy 401(k) Plan & Trust in OR ($43M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Beckhoff Automation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Momomilk, LLC 401(k) Profit Sharing Plan in NY (258 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 522124363.

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.