Rockwell Automation Pension Plan — Form 5500 plan (Rockwell Automation, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rockwell Automation Pension Plan is a benefit plan reported by Rockwell Automation, Inc. under EIN 25-1797617 and plan number 002. The latest loaded filing year is 2023. The filing reports 16,648 participants and $1,776,611,240 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rockwell Automation, Inc.
- EIN
- 25-1797617
- Plan number
- 002
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 16,648
- End-of-year plan assets
- $1,776,611,240
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,648 | H, C | 20241003124548NAL0010554945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,776,611,240
- Total liabilities (EOY)
- $28,435,596
- Net assets (EOY)
- $1,748,175,644
- Net assets (BOY)
- $2,125,840,089
Income & contributions
- Total contributions
- $0
- Total income / additions
- $259,189,040
Expenses & distributions
- Benefits paid
- $617,587,746
- Administrative expenses
- $19,265,739
- Total expenses
- $636,853,485
- Net increase / (decrease)
- -$377,664,445
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | NONE | $553,024 | not reported in the loaded dataset | 2023 |
| Jennison Associates, LLC | NONE | $428,161 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Investment Management | NONE | $425,862 | $0 | 2023 |
| Pacific Investment Management Co. | NONE | $420,420 | not reported in the loaded dataset | 2023 |
| Clarkston Capital Partners, LLC | NONE | $391,733 | not reported in the loaded dataset | 2023 |
| Granite Investment Partners | NONE | $377,726 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, LLC | NONE | $351,919 | not reported in the loaded dataset | 2023 |
| Standish Management, LLC | NONE | $337,994 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | NONE | $333,311 | not reported in the loaded dataset | 2023 |
| Primecap Management Company | NONE | $326,210 | not reported in the loaded dataset | 2023 |
| Causeway Capital Management, LLC | NONE | $318,050 | $0 | 2023 |
| Thompson, Siegel & Walmsley, Inc | NONE | $292,550 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $247,212 | not reported in the loaded dataset | 2023 |
| Alight Solutions LLC | NONE | $142,785 | not reported in the loaded dataset | 2023 |
| Newton Investment Management | NONE | $106,410 | not reported in the loaded dataset | 2023 |
| World Assets Management, Inc. | NONE | $65,206 | not reported in the loaded dataset | 2023 |
| Mcm Capital Partners | NONE | $59,956 | not reported in the loaded dataset | 2023 |
| Foley And Lardner Llp | NONE | $59,260 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | NONE | $17,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rockwell Automation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Willis Towers Watson — Schedule C compensation
- Jennison Associates, LLC — Schedule C compensation
- J.P. Morgan Investment Management — Schedule C compensation
- Pacific Investment Management Co. — Schedule C compensation
- Clarkston Capital Partners, LLC — Schedule C compensation
- Granite Investment Partners — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Standish Management, LLC — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Primecap Management Company — Schedule C compensation
- Causeway Capital Management, LLC — Schedule C compensation
- Thompson, Siegel & Walmsley, Inc — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation
- Newton Investment Management — Schedule C compensation
- World Assets Management, Inc. — Schedule C compensation
- Mcm Capital Partners — Schedule C compensation
- Foley And Lardner Llp — Schedule C compensation
- Wipfli Llp — Schedule C compensation