Plan5500

Emerson Electric Company Retirement 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 Retirement Plan is a benefit plan reported by Emerson Electric Company under EIN 43-0259330 and plan number 067. The latest loaded filing year is 2023. The filing reports 28,817 participants and $3,376,279,254 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
067
Plan type
2
Location
St. Louis, MO
Latest filing year
2023
Participants
28,817
End-of-year plan assets
$3,376,279,254

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202328,817H, C20250715095513NAL0004358946001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,376,279,254
Total liabilities (EOY)
$0
Net assets (EOY)
$3,376,279,254
Net assets (BOY)
$3,127,790,010

Income & contributions

Participant contributions
$323,552
Total contributions
$323,552
Total income / additions
$527,784,104

Expenses & distributions

Benefits paid
$272,486,810
Administrative expenses
$6,808,050
Total expenses
$279,294,860
Net increase / (decrease)
$248,489,244

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers WatsonNONE$3,751,742not reported in the loaded dataset2023
Morgan Lewis & Bockius LlpNONE$108,590not reported in the loaded dataset2023
Grant Thornton LlpNONE$49,875not reported in the loaded dataset2023
Bryan Cave LlpNONE$23,504not reported in the loaded dataset2023
Casualty Actuaries IncNONE$10,290not reported in the loaded dataset2023

Related Form 5500 pages