Plan Ledger DOL Form 5500 · updated monthly

Rockwell Automation401(k) + ESOP (KSOP)

ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN · MILWAUKEE, WI · plan year 2024

Employer contribution per participant · 2024
$7,300

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.

Plan summary
Net assets, end of year$3,765,132,976
Participants with balances14,320
Active participants8,097
Employer contributions$59,106,965
Employee contributions$121,649,246
Employer contribution per active participant$7,300
Average account balance$262,928
Benefits paid to participants$429,648,607
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.8B · 14,320 accts · $59.1M emplr
2023$3.6B · 15,591 accts · $66.7M emplr
2022$3.2B · 14,758 accts · $45.2M emplr
The Rockwell Automation 401(k) match · 2024
Employer contribution per active participant$7,300
Median for plans this size$5,259
2024$7,300 per active participant
2023$7,232 per active participant
2022$5,087 per active participant

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.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
All plans at this employer2
ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN401(k) + ESOP (KSOP)
KALYPSO 401(K) PROFIT SHARING PLANProfit-sharing plan
Same employer
Similar plansManufacturing · Wisconsin
Johnson Controls, Inc. WI$7.7B · 0.06%
Schreiber Foods, Inc. WI$3.2B · 0.00%
Oshkosh Corporation WI$2.3B · 0.08%

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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.