Plan Ledger DOL Form 5500 · updated monthly

Regal Rexnord Corporation401(k)

REGAL REXNORD RETIREMENT SAVINGS PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Regal Rexnord Corporation reported $448,535 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $3,095 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.08% to 0.07%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 55th-largest of 1,936 plans among Wisconsin employers on file, and the 461st of 13,661 in manufacturing. In 2024, employees put in $2.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$656,428,078
Participants with balances6,625
Active participants4,996
Employer contributions$15,464,123
Employee contributions$37,791,258
Employer contribution per active participant$3,095
Average account balance$99,083
Benefits paid to participants$121,684,012
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$656.4M · 6,625 accts · $15.5M emplr
2023$634.0M · 6,885 accts · $14.8M emplr
2022$576.8M · 6,787 accts · $15.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$387,400
Investment management$59,535
Total administrative$448,535
The Regal Rexnord Corporation 401(k) match · 2024
Employer contribution per active participant$3,095
Median for plans this size$4,294
2024$3,095 per active participant
2023$2,886 per active participant
2022$2,974 per active participant

Regal Rexnord Corporation's 2024 employer contribution ran below the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping · Loan processing$387,401
MERCER (US) INC · Investment advisory (plan) · Consulting$59,535

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$448,535 · 0.07%
2023$402,147 · 0.07%
2022$527,195 · 0.08%
All plans at this employer2
REGAL REXNORD RETIREMENT SAVINGS PLAN401(k)
REGAL REXNORD 401(K) PLAN401(k)
Same employer
Similar plansManufacturing · Wisconsin
Kohler Co. & Subsidiaries WI$854.0M · 0.13%
Menasha Corporation WI$692.6M · 0.06%
Saputo Cheese USA Inc. WI$649.9M · 0.08%
Kerry Inc. WI$604.2M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390875718 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.