Emerson Electric Company Employee Savings Investment Plan — Form 5500 plan (Emerson Electric Company)
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, Emerson Electric Company Employee Savings Investment Plan is a benefit plan reported by Emerson Electric Company under EIN 43-0259330 and plan number 016. The latest loaded filing year is 2023. The filing reports 18,738 participants and $3,563,332,746 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Emerson Electric Company
- EIN
- 43-0259330
- Plan number
- 016
- Plan type
- 2
- Location
- Clayton, MO
- Latest filing year
- 2023
- Participants
- 18,738
- End-of-year plan assets
- $3,563,332,746
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,738 | H, C | 20250715085134NAL0001849889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,563,332,746
- Total liabilities (EOY)
- $161,105
- Net assets (EOY)
- $3,563,171,641
- Net assets (BOY)
- $2,993,815,873
Income & contributions
- Employer contributions
- $37,802,501
- Participant contributions
- $79,107,635
- Total contributions
- $126,498,708
- Total income / additions
- $866,727,036
Expenses & distributions
- Benefits paid
- $302,260,021
- Administrative expenses
- $878,542
- Total expenses
- $303,133,131
- Net increase / (decrease)
- $563,593,905
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $636,190 | $0 | 2023 |
| Morgan, Lewis & Bocklus Llp | NONE | $104,630 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | NONE | $65,490 | not reported in the loaded dataset | 2023 |
| Bryan Cave Leighton Paisner Llp | NONE | $64,184 | not reported in the loaded dataset | 2023 |
| Hubspot, Inc | NONE | $11,873 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson LLC | NONE | $9,375 | not reported in the loaded dataset | 2023 |
| Qdro Consultants | NONE | $6,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Emerson Electric Company
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Clayton, MO
- The Vanguard Group, Inc. — Schedule C compensation
- Morgan, Lewis & Bocklus Llp — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Bryan Cave Leighton Paisner Llp — Schedule C compensation
- Hubspot, Inc — Schedule C compensation
- Willis Towers Watson LLC — Schedule C compensation
- Qdro Consultants — Schedule C compensation