Missouri › Manufacturing › 250 to 499 participants
Form 5500 statement · plan year 1 Oct 2024 to 30 Sep 2025
Pension Plan for Former Employees of Aventics Corporation and Bristol Babcock
Sponsored by Emerson Electric Company, Clayton, MO
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. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Pension Plan for Former Employees of Aventics Corporation and Bristol Babcock is a defined benefit pension plan sponsored by Emerson Electric Company of Clayton, Missouri. For the plan year ending 30 Sep 2025 it reported 370 participants, 1 of them active, and net assets of $25.3M.
Net assets came to $68,290 per participant, well below the $87,254 median for defined benefit plans with 250 to 499 participants and close to the $67,961 median for defined benefit plans in manufacturing. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Schedule C lists 3 service provider organisations paid $5,000 or more, with reported compensation of $213K: $576 per participant, well above the same-size median of $413. Administrative expenses charged to the plan were $1.2M. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $10.4M in 2012 to $25.3M in 2024 (up 144%), and participants from 247 to 370 (up 50%).
The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DB plans |
|---|---|---|---|---|
| Net assets per participant | $68,290 | $87,254 | $67,961 | $86,221 |
| Employer contributions per active participant | — | $11,032 | $6,915 | $10,244 |
| Schedule C compensation per participant | $576 | $413 | $299 | $344 |
| Schedule C compensation, share of net assets | 0.84% | 0.51% | 0.47% | 0.42% |
| Administrative expenses per participant | $3,345 | $596 | $498 | $527 |
Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 250 to 499 participants (873 plans), manufacturing (1,532) and all US plans (5,308). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 370 | $25.3M | $68,289 | — | — | $213K |
| 2023 | 216 | $12.8M | $59,148 | — | — | $104K |
| 2022 | 243 | $12.1M | $49,815 | $0 | — | $167K |
| 2021 | 262 | $13.4M | $51,172 | $800K | — | $124K |
| 2020 | 263 | $15.9M | $60,589 | — | — | $124K |
| 2019 | 253 | $14.5M | $57,150 | — | — | $128K |
| 2018 | 268 | $13.8M | $51,388 | $2.5M | — | $80K |
| 2017 | 251 | $12.6M | $50,339 | $395K | — | $76K |
| 2016 | 247 | $11.3M | $45,935 | $137K | — | $73K |
| 2015 | 252 | $11.0M | $43,786 | $525K | — | $86K |
| 2014 | 268 | $11.3M | $42,272 | $227K | — | $36K |
| 2013 | 249 | $11.2M | $44,928 | — | — | $0 |
| 2012 | 247 | $10.4M | $41,911 | $968K | — | $0 |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$12,776,018
- Employer contributions—
- Participant contributions—
- Rollovers and other contributions—
- Total contributions$0
- Total income, including investment results$1,046,204
- Benefits paid$832,937
- Administrative expenses$1,237,505
- Total expenses$2,070,442
- Net income−$1,024,238
- Net transfers$13,515,460
- Net assets, end of year$25,267,240
Participants
- Active participants1
- Retired or separated, receiving benefits207
- Retired or separated, entitled to future benefits122
- Total participants, end of year370
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Willis Towers Watson | Actuarial | $109,334 | $0 |
| Northern Trust | Trustee (bank, trust company, or similar financial institution); Investment management | $82,150 | $0 |
| Grant Thornton LLP | Accounting (including auditing) | $21,630 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Other administrative expenses$1,024,392
- Actuarial fees$109,334
- Investment advisory and management fees$79,282
- IQPA audit fees$21,630
- Trustee and custodial fees$2,867
- Total administrative expenses$1,237,505
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Cash (interest and non-interest bearing)$13.5M · 51.5%
- Registered investment companies (mutual funds)$12.7M · 48.5%
- Receivables$4,187 · 0.0%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)Yes
- Accounting firmGrant Thornton LLP
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $25,000,000
- Blackout period during the year—
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
1BBenefits are primarily flat dollar (includes dollars per year of service)3HPlan sponsor(s) is (are) a member(s) of a controlled group
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 333200: Industrial Machinery Mfg.
Similar plans in Missouri
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Bunge Milling, Inc. Union Pension Plan | Bunge Milling, Inc. | 396 | $22.9M | $57,746 |
| Tension Envelope Corporation Restated Retirement Plan | Tension Envelope Corporation | 336 | $30.9M | $91,882 |
| Hillyard Revised Retirement Plan | Hillyard Industries | 421 | $54.3M | $128,953 |
| Revised Retirement Plan for Employees of Tension Envelope Corporation (New York and Iowa) | Tension Corporation | 304 | $7.4M | $24,243 |
| American Railcar Ind, Inc. Shippers Car Line Div Ees Pen Plan | American Industrial Transport, Inc. | 465 | $17.8M | $38,361 |
| AB Mauri Food Inc. Retirement Plan | AB Mauri Food Inc. | 283 | $26.2M | $92,501 |
Defined benefit plans in manufacturing closest in size.
Questions and answers
How big is Pension Plan for Former Employees of Aventics Corporation and Bristol Babcock?
370 participants at the end of the plan year ending 30 Sep 2025, of whom 1 were active employees, with net assets of $25,267,240. Among defined benefit plans that places it in the 250 to 499 participants band, which held 873 plans in plan year 2024.
What does Emerson Electric Company contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports $213,114 in compensation to service provider organisations, $576 per participant or 0.84% of net assets. The same-size median among plans reporting any Schedule C compensation was $413 per participant. Administrative expenses on Schedule H were $1,237,505. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Emerson Electric Company. Investment advisory or management: Northern Trust. Trustee or custodian: Northern Trust. The financial statements were audited by Grant Thornton LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Oct 2024 to 30 Sep 2025, received by the Department of Labor on 13 Jul 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 46-1763108, plan 005, received 13 Jul 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.