Rockwell Automation 401(k) match: 3.5% max
Rockwell Automation Retirement Savings Plan · ROK · CIK 1024478
Maximum employer match, as a share of pay
3.5%
Rockwell Automation matches 50% of the first 7% of pay.
Rockwell Automation filed two Form 11-K reports for plan year 2025, of which one has been read. The other report has not, so this page cannot say what the plan it covers pays.
From the Form 11-K filed June 17, 2026 ↗, covering the plan year ended December 31, 2025. Page data last updated July 28, 2026, when the Form 5500 bulk data was last refreshed. Why filings lag
On this page: what the employer actually paid in · the formula, word for word · when the money becomes yours · who can join · what the plan reports to the DOL · how it compares · what to do next
What Rockwell Automation puts in, and what the plan costs
What Rockwell Automation put into the plan, per active participant
$7,300
Rockwell Automation put $7,300 into this plan for each of its 8,097 active participants in plan year 2024. This is the whole employer side of the plan: matching money, profit sharing, non-elective and safe-harbor contributions, and reallocated forfeitures. The Form 5500 does not separate them, so this is what the employer put in and not the match.
Rockwell Automation put in more per active participant than 90% of plans with 5,000+ participants in industrial and materials manufacturing. The middle plan in that group of 178 reported $3,585. Industrial and materials manufacturing comes from business code 335900, which Rockwell Automation entered on its own Form 5500. Sponsors pick that code themselves, so a code that does not describe what the employer does ranks the plan against the wrong companies.
Matched to this employer by sponsor name, not by an identifier stated in the filing. This record could cover another plan of the same employer.
What this figure cannot separate: how much Rockwell Automation pays, and how much it puts in
This is dollars, not a rate. A Form 5500 carries no payroll, so the figure reflects both how much the employer puts in and how much the employer pays: two plans running the same formula report different amounts when one pays better. Crossing the peer group with industry holds most of that difference still, and none of it disappears.
This is one plan year, not an average. A true-up, a plan merger or a one-off contribution moves a single year on its own.
Source: DOL Form 5500 for the plan year ended December 31, 2024, EIN 251797617, plan 008 · DOL EFAST2 ↗
The $7,300 above is the Form 5500 figure for plan year 2024, and it counts every employer dollar on one line. Rockwell Automation also files a Form 11-K, which states the match formula for plan year 2025: the card below reads $1,733 a year at a $49,500 salary, and the same filing states employer contributions made outside the match. That second figure is what the formula pays one worker on that salary, and not an amount either filing reports. The two figures cover different plan years and measure different things, so neither one is the other one corrected.
What Rockwell Automation puts in
$1,733
a year, at a $49,500 salary.
The match paragraph, word for word
“Rockwell Automation contributes an amount equal to 50% of the first 7% of base compensation contributed by the participants. All matching contributions are directed by the participant's investment elections.”
What you contribute to collect all of it
Contribute at least 7% of your pay to collect the full match.
That is $3,465 a year at a $49,500 salary, and it scales with your own.
Vesting score
57.14 out of 100
How fast the employer’s money becomes yours. Higher than 4% of the 253 schedules we have scored.
It measures vesting speed and nothing else. It says nothing about the size of the match, what the plan charges, or the funds inside it.
Share of the employer's money that is the worker's at hire and at each of the first 6 anniversaries: 0%, 0%, 0%, 100%, 100%, 100%, 100%. The score is the average of those 7 readings.
Vesting, word for word
“Each participant is fully vested at all times in the portion of the participant’s account that relates to the participant’s contributions and earnings thereon. Rockwell Automation’s matching contributions, non-elective contributions, and earnings on those employer contributions are 100% vested after the participant has completed three years of vesting service, attains the age of 65, or dies while an employee of Rockwell Automation, as defined in the Plan document.”
The wait before the match starts and the year-end true-up appear above when the filing states them. Neither is part of the score, and a filing that is silent on one of them is not a plan without it.
What the plan costs, against plans of its size
Not reported
The Form 5500 filing does not report the plan-paid administrative expenses this figure needs.
What is Rockwell Automation's 401(k) match formula?
Rockwell Automation's 401(k) employer match tops out at 3.5% of pay. One rate up to one limit is the commonest of the four shapes a match formula takes.
| Match formula | 50% of the first 7% of pay |
|---|---|
| Maximum employer match | 3.5% of compensation |
| Paid in company stock | No, paid in cash or per your investment elections |
| Other employer contribution | Non-elective contribution of 3% to 7% of eligible compensation for employees hired or rehired after June 30, 2010 or who take an In-Service Distribution from the Rockwell Automation Pension Plan, based on age plus years of service as of December 31 each year (under 40 points: 3%; 40 to 59: 4%; 60 to 79: 5%; 80 or more: 7%), paid annually at the end of the first quarter of the following calendar year |
At a $75,000 salary, contributing 7% ($5,250) earns the full employer match of $2,625 for the year.
What the filing says, word for word
“Rockwell Automation contributes an amount equal to 50% of the first 7% of base compensation contributed by the participants. All matching contributions are directed by the participant's investment elections.”
Source: Form 11-K filed June 17, 2026, SEC EDGAR, corroborated by the filing's inline-XBRL facts · SEC ↗
What is Rockwell Automation's 401(k) vesting schedule?
Rockwell Automation vests the employer match on a cliff schedule: nothing is yours until three years of service, then 100% at once. Leave a day early and the employer money goes back to the plan, the edge a three-year cliff creates.
| Employer match vesting | Cliff: 100% vested after 3 years of service |
|---|---|
| Your own contributions | Immediate: always 100% yours |
| Accelerated vesting | 100% vested upon attaining age 65 or death while an employee of Rockwell Automation; also fully vested if the Plan is terminated |
| Other employer contributions | Non-elective contributions are 100% vested after three years of vesting service, attainment of age 65, or death while an employee |
Vesting, word for word
“Each participant is fully vested at all times in the portion of the participant’s account that relates to the participant’s contributions and earnings thereon. Rockwell Automation’s matching contributions, non-elective contributions, and earnings on those employer contributions are 100% vested after the participant has completed three years of vesting service, attains the age of 65, or dies while an employee of Rockwell Automation, as defined in the Plan document.”
Source: Form 11-K filed June 17, 2026, SEC EDGAR · SEC ↗
Who can join Rockwell Automation's 401(k), and is enrollment automatic?
Rockwell Automation enrolls new hires automatically at 3% of pay.
| Plan entry | Eligible employees electing to become participants may contribute up to 50% of base compensation; newly hired employees are automatically enrolled after 30 days of employment |
|---|---|
| Automatic enrollment | Yes: default deferral 3% of pay; default investment: One of the lifecycle commingled pools, based on the participant's projected retirement date, if no investment election is on file |
Eligibility, word for word
“The Plan provides that eligible employees electing to become participants may contribute up to a maximum of 50% of base compensation, as defined in the Plan document. However, contributions by highly compensated participants are limited to 16% of the participant’s base compensation.”
Automatic enrollment, word for word
“Newly hired employees are automatically enrolled at a 3% pre-tax contribution rate after 30 days of employment.”
Source: Form 11-K filed June 17, 2026, SEC EDGAR · SEC ↗
What does the Rockwell Automation plan report on Form 5500?
The Rockwell Automation plan reported $3.8B in assets and 15,827 participants for plan year 2024.
Matched to this employer by sponsor name, not by an identifier stated in the filing. This record could cover another plan of the same employer.
| Plan named in the DOL record | Rockwell Automation Retirement Savings Plan |
|---|---|
| Total plan assets | $3,765,132,976 |
| Participants | 15,827 |
| Recordkeeper | Fidelity Management Trust Company (Trustee And Recordkeeper Of The Rockwell Automation, Inc. Defined Contribution Master Trust) |
How that cost compares
It is one of 6,008 plans in industrial and materials manufacturing in the Form 5500 data we publish.
Rockwell Automation Retirement Savings Plan on its Form 5500 filing: fees, providers and financials
How does Rockwell Automation's 401(k) match compare?
Rockwell Automation's maximum 401(k) match of 3.5% of pay compares with a median of 4.5% across the 181 companies in our data with a computable formula.
Employers worth reading next
Of the six employers below, three file in industrial and materials manufacturing, two land near Rockwell Automation's maximum match and one vests on the same schedule.
Maximum match 3.5% of pay. Also in industrial and materials manufacturing.
Maximum match 4% of pay. Also in industrial and materials manufacturing.
Maximum match 3.5% of pay. Also in industrial and materials manufacturing.
Maximum match 3.5% of pay, level with Rockwell Automation.
Maximum match 3.5% of pay, level with Rockwell Automation.
Maximum match 1.5% of pay. Same 3-year cliff as Rockwell Automation.
What can you do next?
Check your own balance and contribution rate at Fidelity NetBenefits ↗, the recordkeeper this plan reports.
- Read the Form 11-K on SEC EDGAR ↗
Form 11-K filed June 17, 2026, SEC EDGAR. Every match fact on this page comes from it.
- Changed jobs? Find an old 401(k) ↗
The Department of Labor's Retirement Savings Lost & Found, a free government database.
- This year's IRS contribution limits ↗
The official deferral and catch-up limits every formula operates under.
- Download this data (CSV)
Formula, vesting and source references for this company, one file.
Questions this filing answers
What is Rockwell Automation's 401(k) match?
Rockwell Automation matches 50% of employee contributions up to 7% of eligible pay (plan year ended December 31, 2025).
When does the Rockwell Automation 401(k) match vest?
Cliff: 100% vested after 3 years of service.
Does Rockwell Automation's 401(k) plan have automatic enrollment?
Yes: default deferral 3% of pay; default investment: One of the lifecycle commingled pools, based on the participant's projected retirement date, if no investment election is on file.
Cite: 401(k) Monitor, “Rockwell Automation 401(k) plan facts”, from SEC Form 11-K accession 0001024478-26-000026, plan year ended 2025-12-31.