Employer · plans filed under one EIN
Rockwell Automation, Inc.
Milwaukee, WI · Manufacturing
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
2 retirement plans with 100 or more participants file Form 5500 under Rockwell Automation, Inc.'s employer identification number (Milwaukee, Wisconsin). Their latest filings total 29,466 participant records and $5.54B in net assets.
The largest is Rockwell Automation Pension Plan, a defined benefit pension plan with 14,801 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $129M and participant contributions $122M in the latest plan years; benefits paid were $584M. Schedule C compensation reported to service provider organisations totalled $5.9M.
Combined net assets moved from $3.83B in 2009 to $5.54B in 2024 (up 45%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Rockwell Automation Pension Plan | defined benefit pension plan | 2024 | 14,801 | $1.78B | $119,980 | $38,023 | $5.9M |
| Rockwell Automation Retirement Savings Plan | ESOP with a 401(k) feature | 2024 | 14,665 | $3.77B | $256,743 | $7,300 | $0 |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 29,466 | $5.54B | $129M | $122M |
| 2023 | 2 | 31,283 | $5.37B | $66.7M | $161M |
| 2022 | 2 | 32,275 | $5.28B | $45.2M | $118M |
| 2021 | 2 | 34,074 | $7.03B | $44.5M | $102M |
| 2020 | 2 | 33,053 | $6.70B | $29.0M | $96.0M |
| 2019 | 2 | 34,394 | $6.28B | $92.6M | $99.2M |
| 2018 | 2 | 35,471 | $5.37B | $35.9M | $91.3M |
| 2017 | 2 | 36,386 | $6.17B | $31.1M | $81.2M |
| 2016 | 2 | 36,545 | $5.53B | $229M | $76.9M |
| 2015 | 2 | 37,657 | $5.14B | $27.5M | $76.0M |
| 2014 | 2 | 41,307 | $5.65B | $26.4M | $74.8M |
| 2013 | 2 | 43,421 | $5.47B | $23.9M | $70.4M |
| 2012 | 2 | 44,394 | $4.93B | $22.4M | $63.9M |
| 2011 | 2 | 48,250 | $4.60B | $320M | $59.2M |
| 2010 | 2 | 45,530 | $4.34B | $165M | $54.8M |
| 2009 | 2 | 46,822 | $3.83B | $164M | $53.4M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Alight Solutions LLC | Recordkeeping and information management | 1 | $800,008 |
| Pacific Investment Management Co. | Investment management | 1 | $425,417 |
| Jennison Associates, LLC | Investment management | 1 | $413,443 |
| Willis Towers Watson | Actuarial | 1 | $392,476 |
| Nisa Investment Advisors, LLC | Investment management | 1 | $347,615 |
| Mercer Investments LLC | Investment management | 1 | $342,282 |
| J.P. Morgan Investment Management | Investment management | 1 | $341,785 |
| Standish Management, LLC | Investment management | 1 | $333,387 |
| Primecap Management Company | Investment management | 1 | $331,534 |
| Izard Kindall & Raabe LLP | Legal | 1 | $323,500 |
| Granite Investment Partners | Investment management | 1 | $296,947 |
| Clarkston Capital Partners, LLC | Investment management | 1 | $289,930 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Rockwell Automation, Inc. have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Rockwell Automation Pension Plan and Rockwell Automation Retirement Savings Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Rockwell Automation, Inc. contribute to its plans?
$129,106,965 in employer contributions across these plans in their latest plan years, about $12,991 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Alight Solutions LLC, Pacific Investment Management Co., Jennison Associates, LLC and Willis Towers Watson and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.