401(k) · DOL Form 5500 · 2024
Regal Rexnord Corporation 401(k) Plan
Data updated 2026-08-25
- $656M
- Total assets Above avg plan size
- 5,310
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $123,621
- Avg per participant Near avg balance/head
Official DOL plan name: Regal Rexnord Retirement Savings Plan · Sponsored by Regal Rexnord Corporation · Wisconsin · Manufacturing
$656M in assets, 5,310 participants
Regal Rexnord Corporation's Regal Rexnord Retirement Savings Plan reported $656M in total assets and 5,310 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #17,140 in Manufacturing (17,777 peers)
Coverage in Wisconsin
Regal Rexnord Retirement Savings Plan covers 5,310 participants in Wisconsin, 9.4x the typical Wisconsin plan (state average ~563 per filing). Assets: $656M.
- #17,140
- in Manufacturing (17,777 peers)
- +3.5%
- assets growth YoY
- 6.6×
- vs typical plan assets (national mean)
Regal Rexnord Retirement Savings Plan's outsized position by total assets
Regal Rexnord Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$656,428,078 Top 2% higher than 98% 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
Regal Rexnord Retirement Savings 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. Regal Rexnord Retirement Savings Plan lands in the large band (5,310 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Regal Rexnord Retirement Savings Plan reported net income fell from $57M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Regal Rexnord Retirement Savings Plan end-of-year assets rose from $634M in the plan year 2023 filing to $656M in the plan year 2024 filing.
- Regal Rexnord Retirement Savings Plan reported participants fell from 5,339 in the plan year 2023 filing to 5,310 in the plan year 2024 filing.
DOL schedule card
Filing strip 390875718 · Regal Rexnord Corporation PY 2024 · 401(k)
Regal Rexnord Retirement Savings Plan · $656M · 5,310 · 98th
- SCH $656M
- EBSA 5,310
- PART 98th
- TYPE 401(k)
- NET near Magellan Health, Inc. Retirement Savings Plan
- BOOK ind #17140
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 →
Regal Rexnord Retirement Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $634M |
|---|---|
| Net Assets (End of Year) | $656M |
| Net Income | $22M |
| Employer EIN | 390875718 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Regal Rexnord Corporation)
Sponsor-wide plan assets over time
All Regal Rexnord Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $961M 66.65715225178548% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,255 | $577M |
| 2023 | 1 | 5,339 | $634M |
| 2024 | 2 | 8,467 | $961M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Scale composition for Regal Rexnord Retirement Savings Plan
Regal Rexnord Retirement Savings Plan reports $656M in end-of-year assets across 5,310 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $123,621 per participant (89% of the national average assets-per-participant) . Net income for plan year 2024 was $22M.
This plan identity (EIN 390875718, plan #008) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $577M to $656M (+13.8%) while covered participants moved from 5,255 to 5,310 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,255 | $577M | Open filing |
| 2023 | 5,339 | $634M | Open filing |
| 2024 · index core | 5,310 | $656M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Regal Rexnord 401(k) Plan (401(k), $305M, 3,157 participants)
Regal Rexnord Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Magellan Health, Inc. Retirement Savings Plan in MO ($656M); by covered participants it is Kirkland & Ellis LLP Defined Contribution 401(k) Savings Plan in IL (5,310 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($656M here).
- Magellan Health, Inc. Retirement Savings Plan (MO) $656M · 5,275
- Gray Television, Inc. Capital Accumulation Plan (GA) $657M · 8,779
- Ta Associates Profit Sharing Plan (MA) $656M · 202
- Bridgestone Americas, Inc. Incentive Savings Plan (TN) $657M · 17,463
Similar participant headcount
Nearest other-state filings by covered participants (5,310 participants); asset peers above are excluded.
- Kirkland & Ellis LLP Defined Contribution 401(k) Savings Plan (IL) 5,310 · 0 off
- Nxp 401(k) Retirement Plan (TX) 5,310 · 0 off
- Company Savings Plan (TX) 5,308 · 2 off
- Teva Pharmaceuticals Retirement Savings Plan (NJ) 5,303 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.