401(k) · DOL Form 5500 · 2024

Rotork Controls, Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
387
Participants Below avg headcount
85th
Percentile by assets National rank
$134,192
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rotork 401(k) Plan · Sponsored by Rotork Controls, Inc. · New York · Manufacturing

$52M in assets, 387 participants

Rotork Controls, Inc.'s Rotork 401(k) Plan reported $52M in total assets and 387 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #13,868 in Manufacturing (17,777 peers)

Coverage in New York

Rotork 401(k) Plan covers 387 participants in New York, about 49% of the average New York filer (state average ~798 per filing). Assets: $52M.

#13,868
in Manufacturing (17,777 peers)
+9.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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

Rotork 401(k) Plan vs every filed plan by assets

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

$51,932,389 Top 15% higher than 85% 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

Rotork 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. Rotork 401(k) Plan sits mid-pack in the medium band (387 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rotork 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Rotork 401(k) Plan reported participants rose from 334 in the plan year 2023 filing to 387 in the plan year 2024 filing.
  • Rotork 401(k) Plan end-of-year assets rose from $48M in the plan year 2023 filing to $52M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 112135246 · Rotork Controls, Inc. PY 2024 · 401(k)

Rotork 401(k) Plan · $52M · 387 · 85th

  • TYPE $52M
  • NET 387
  • BOOK 85th
  • VS-ST 401(k)
  • BOY near Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico
  • SCH ind #13868

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 New York →

Rotork 401(k) Plan in the asset neighbourhood

Atlantic Anesthesia, Inc. 401(k) PlanAtlantic Anesthesia, Inc. 40…$52MPueblo of Sandia Commercial Enterprises 401(k) Profit Sharing Plan and TrustPueblo of Sandia Commercial …$52MRotork 401(k) Plan$52MCardinal Health 401(k) Savings Plan for Employees of Puerto RicoCardinal Health 401(k) Savin…$52MSt. Vincent Charity Medical Center Retirement Savings PlanSt. Vincent Charity Medical …$52M
End-of-year total assets ($M) among Rotork 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$52M
Net Income$4M
Employer EIN112135246
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rotork Controls, Inc.)

Sponsor-wide plan assets over time

All Rotork Controls, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$72M 13.747116662090395% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $63.6M $72.3M ▲ +13.7%
Year Plans Participants Total Assets
2022 2 446 $64M
2023 2 386 $67M
2024 2 433 $72M

Nearby 401(k) Plans in New York

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

Rotork 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Rotork 401(k) Plan, Total assets ($B): 0.051932389 · Participants: 387Rotork 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Rotork 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rotork 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico in OH ($52M); by covered participants it is Schumacher Homes, Inc. 401(k) Plan in OH (387 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (387 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 Rotork 401(k) Plan assets move in 2024? ▼
Rotork 401(k) Plan grew at a solid clip - up 9.0% during 2024, from $48M to $52M. Reported net income was $4M.
How have Rotork Controls, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rotork Controls, Inc.'s sponsor-wide assets grew 13.7%, from $64M to $72M.
Where does Rotork 401(k) Plan rank by assets among Form 5500 filers? ▼
Rotork 401(k) Plan ranks in the 85th 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 Rotork 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico in OH ($52M, 648 participants).
Which 401(k) plans cover a similar participant headcount to Rotork 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Schumacher Homes, Inc. 401(k) Plan in OH (387 participants, $35M 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 112135246.

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.