Defined Benefit (Pension) · DOL Form 5500 · 2024
Rockwell Automation, Inc. Pension Plan
Data updated 2026-08-25
- $1.8B
- Total assets Very large vs avg
- 2,001
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $904,530
- Avg per participant High balance/head
Official DOL plan name: Rockwell Automation Pension Plan · Sponsored by Rockwell Automation, Inc. · Wisconsin · Manufacturing
$1.8B in assets, 2,001 participants
Rockwell Automation, Inc.'s Rockwell Automation Pension Plan reported $1.8B in total assets and 2,001 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #17,501 in Manufacturing (17,777 peers)
Coverage in Wisconsin
Rockwell Automation Pension Plan covers 2,001 participants in Wisconsin, 3.6x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.8B.
- #17,501
- in Manufacturing (17,777 peers)
- +1.9%
- assets growth YoY
- 18×
- vs typical plan assets (national mean)
Rockwell Automation Pension Plan's outsized position by total assets
Rockwell Automation Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,809,965,137 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Rockwell Automation Pension Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rockwell Automation Pension Plan lands in the large band (2,001 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rockwell Automation Pension Plan reported net income rose from -$378M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- Rockwell Automation Pension Plan reported participants fell from 2,136 in the plan year 2023 filing to 2,001 in the plan year 2024 filing.
- Rockwell Automation Pension Plan end-of-year assets rose from $1.8B in the plan year 2023 filing to $1.8B in the plan year 2024 filing.
DOL schedule card
Filing strip 251797617 · Rockwell Automation, Inc. PY 2024 · Defined Benefit (Pension)
Rockwell Automation Pension Plan · $1.8B · 2,001 · 99th
- BOY $1.8B
- SCH 2,001
- EBSA 99th
- PART Defined Benefit (Pension)
- TYPE near Hartford Healthcare Pension Plan
- NET ind #17501
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 →
Rockwell Automation Pension Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.8B |
|---|---|
| Net Assets (End of Year) | $1.8B |
| Net Income | $28M |
| Employer EIN | 251797617 |
| Plan Effective Date | 2001-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rockwell Automation, Inc.)
Sponsor-wide plan assets over time
All Rockwell Automation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.6B 5.2744256617899605% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 11,346 | $5.3B |
| 2023 | 3 | 11,047 | $5.4B |
| 2024 | 3 | 11,249 | $5.6B |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
- Harley-Davidson Retirement Plan $1.9B · 1,414
- North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105
Rockwell Automation Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Hartford Healthcare Pension Plan in CT ($1.8B); by covered participants it is Ahold USA, Inc. Pension Plan in MA (2,001 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.8B here).
- Hartford Healthcare Pension Plan (CT) $1.8B · 3,787
- Voya Retirement Plan (GA) $1.8B · 7,216
- Indiana Laborers Pension Fund (IN) $1.8B · 11,039
- General Dynamics Retirement Plan (Commercial) (VA) $1.8B · 2,674
Similar participant headcount
Nearest other-state filings by covered participants (2,001 participants); asset peers above are excluded.
- Ahold USA, Inc. Pension Plan (MA) 2,001 · 0 off
- Pavers & Road Builders DC Pension Fund (NY) 1,998 · 3 off
- Pension Fund of Local No. One of I. a. T. S. E. (NY) 2,004 · 3 off
- IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan (AZ) 1,996 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.