ESOP · DOL Form 5500 · 2024

Rockwell Automation ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
31
Participants Small participant base
50th
Percentile by assets National rank
$249,531
Avg per participant Above avg balance/head
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Official DOL plan name: Rockwell Automation 1165(e) Plan · Sponsored by Rockwell Automation · Wisconsin · Manufacturing

$8M in assets, 31 participants

Rockwell Automation's Rockwell Automation 1165(e) Plan reported $8M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #6,174 in Manufacturing (17,777 peers)

What the 2024 filing shows

Rockwell Automation 1165(e) Plan holds $8M for 31 participants - about $249,531 per participant, above the median plan by assets.

#6,174
in Manufacturing (17,777 peers)
+4.7%
assets growth YoY

Rockwell Automation 1165(e) Plan's mid-pack asset rank among Manufacturing and all filers

Rockwell Automation 1165(e) Plan vs every filed plan by assets

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

$7,735,457 Top 50% higher than 50% 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

Rockwell Automation 1165(e) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rockwell Automation 1165(e) Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rockwell Automation 1165(e) Plan reported net income fell from $489K in the plan year 2023 filing to $348K in the plan year 2024 filing.
  • Rockwell Automation 1165(e) Plan reported participants fell from 34 in the plan year 2023 filing to 31 in the plan year 2024 filing.
  • Rockwell Automation 1165(e) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 251797617 · Rockwell Automation PY 2024 · ESOP

Rockwell Automation 1165(e) Plan · $8M · 31 · 50th

  • VS-ST $8M
  • BOY 31
  • SCH 50th
  • EBSA ESOP
  • PART near Zurex Corporation Employee Stock Ownership Plan
  • TYPE ind #6174

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 What is an ESOP? → · Plans in Wisconsin →

Rockwell Automation 1165(e) Plan in the asset neighbourhood

Teoc, Inc. Employee Stock Ownership PlanTeoc, Inc. Employee Stock Ow…$8MRockwell Automation 1165(e) PlanRockwell Automation 1165(e) …$8MZurex Corporation Employee Stock Ownership PlanZurex Corporation Employee S…$8MMower Employee Stock Ownership PlanMower Employee Stock Ownersh…$8MMid-Atlantic Cooperative Solutions, Inc. Employee Stock Ownership PlanMid-Atlantic Cooperative Sol…$8M
End-of-year total assets ($M) among Rockwell Automation 1165(e) Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$348K
Employer EIN251797617
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rockwell Automation)

Sponsor-wide plan assets over time

All Rockwell Automation plans reported in each filing year

Latest sponsor-wide plan assets
$5.6B 5.2744256617899605% vs 2022
2024 filing year
$5.2B$5.3B$5.4B$5.5B$5.6B$5.7B 202220232024 $5.3B $5.58B ▲ +5.3%
Year Plans Participants Total Assets
2022 4 11,346 $5.3B
2023 3 11,047 $5.4B
2024 3 11,249 $5.6B

Nearby ESOP Plans in Wisconsin

Peer ESOP plans, same state, same plan type, ranked by total assets.

Rockwell Automation 1165(e) Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Rockwell Automation 1165(e) Plan, Total assets ($B): 0.007735457 · Participants: 31Rockwell Automation 1165(e) PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Rockwell Automation 1165(e) Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Rockwell Automation 1165(e) Plan side-by-side with 3 peers →

Rockwell Automation 1165(e) Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Zurex Corporation Employee Stock Ownership Plan in PA ($8M); by covered participants it is Ramey Kemp & Associates, Inc. Employee Stock Ownership Plan in NC (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Rockwell Automation 1165(e) Plan assets move in 2024? ▼
Rockwell Automation 1165(e) Plan edged up modestly - up 4.7% during 2024, from $7M to $8M. Reported net income was $348K.
How have Rockwell Automation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rockwell Automation's sponsor-wide assets grew 5.3%, from $5.3B to $5.6B.
Which ESOP plans are similar in size to Rockwell Automation 1165(e) Plan? ▼
Among ESOP plans in other states, the closest by assets is Zurex Corporation Employee Stock Ownership Plan in PA ($8M, 24 participants).
Which ESOP plans cover a similar participant headcount to Rockwell Automation 1165(e) Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ramey Kemp & Associates, Inc. Employee Stock Ownership Plan in NC (31 participants, N/A 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 251797617.

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.