Rockwell Automation401(k) + ESOP (KSOP)
ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN · MILWAUKEE, WI · plan year 2024
Rockwell Automation's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $3,765,132,976 across 14,320 participant accounts, with employer contributions averaging $7,300 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other manufacturing employers. By assets it is the 5th-largest of 1,936 plans among Wisconsin employers on file, and the 93rd of 13,661 in manufacturing. In 2024, employees put in $2.06 for every $1.00 the employer contributed.
Rockwell Automation's 2024 employer contribution ran above the $5,259 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.
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Source: U.S. Department of Labor, Form 5500 series, EIN 251797617 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.