Rockwell Automation Retirement Savings Plan
Rockwell Automation · Milwaukee, WI · EIN 251797617 · Plan 008 · Form 5500 for plan year 2024
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. That is the whole employer side, matching money, profit sharing, non-elective and safe-harbor contributions and reallocated forfeitures together, because the Form 5500 reports them on one line, so it is not the match rate.
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.
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: Form 5500 filing for the plan year ended December 31, 2024, received by the DOL October 10, 2025 · 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 on its own for plan year 2025: the section 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 the plan cost, per participant
Not ranked
Schedule H reports $0 in plan-paid administrative expenses. That usually means the employer pays the bills directly, or that fees are netted inside fund assets, so the plan is not ranked on cost and $0 is not a cheap plan.
401(k) Monitor Score
Not scored
This filing reports one of the two amounts the score is built from, so it takes none. Schedule H reports $0 in plan-paid administrative expenses. That usually means the employer pays the bills directly, or that fees are netted inside fund assets, so the plan is not ranked on cost and $0 is not a cheap plan.
It keeps whichever of the two it does report, above. Nothing is filled in from an average, from another year or from another plan, because a two-part score computed on one part is a different measure wearing the same name.
What the score would read, on a filing that carries both: Where this plan stands against plans of its size and industry on two amounts its Form 5500 reports: employer money in per active person, and plan-paid cost per person. It reads no match formula, no vesting schedule and no fund lineup, because a Form 5500 states none of them.
On this page: the match and vesting terms · what to check next · every figure on the filing · fees itemised · the plans this one is ranked against · service providers
The match and vesting terms, from a Form 11-K
The match formula and the vesting schedule are stated in a Form 11-K, which is filed only by employers whose plan holds company stock. A Form 5500 reports neither.
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.
The match, vesting and eligibility terms above are read from the Form 11-K filed by Rockwell Automation, whose page states the full formula, the vesting schedule and the sentence behind each one.
Matched to this employer by sponsor name, not by an identifier stated in the filing. That Form 11-K covers Rockwell Automation Retirement Savings Plan.
What to check next
Collecting the whole match
Rockwell Automation’s Form 11-K pays the whole match at 7% of pay, which is $1,733 a year at a $49,500 salary and scales with your own. Your payslip and your recordkeeper account both show the rate you set. A rate below 7% collects less than the whole match.
That Form 11-K covers plan year 2025. The plan’s Summary Plan Description states the terms in force, and the plan administrator must provide it to participants on request.
Your own numbers are not on this page
Every figure here is the whole plan for plan year 2024, taken from one filing and divided by headcounts. Your own contribution rate, your balance and the fees taken from your account are on your recordkeeper’s site. What you may put in during a year is set by the IRS and not by the plan: this year’s limits ↗.
Key figures
| Total plan assets, end of year | $3,765,132,976 |
|---|---|
| Net assets | $3,765,132,976 |
| Participants, beginning of year | 15,827 |
| Of which active | 8,097 |
| Plan type | Single employer |
| Size cohortThe peer group we rank fees against. | 5,000+ participants |
| Employer share of the money that went in, plan year 2024The rest came from employees, who put in $121,649,246. The share falls when employees save more, so a plan whose staff contribute heavily reads lower here through no act of the employer. It is printed as a fact and it is not part of the score. | 33% |
Plan-paid administrative expenses
Schedule H reports $0 in plan-paid administrative expenses for this year. $0 usually means the employer pays the bills, or fees are netted inside fund assets. It does not mean the plan is free.
The plans this one is ranked against
Fees on this page are ranked against the 5,000+ participant cohort, where the median plan pays $54.84 per participant. The sponsor files from Wisconsin, one of 1,572 plans on file there, at a median of $168.24 per participant. Its business code places the plan in industrial and materials manufacturing, one of 6,008 on file, which run to a median of $142.19.
Plans of a similar size in Wisconsin
| Plan | Participants | Cost per participant |
|---|---|---|
| American Family 401(k) PlanAmerican Family Mutual Insurance Company, S.I. | 17,483 | $66.40 |
| Kimberly-Clark Corporation 401(k) & Profit Sharing PlanKimberly-Clark Corporation | 17,481 | $83.23 |
| Quad/Graphics Diversified PlanQuad/Graphics, Inc. | 15,486 | $78.72 |
| Telephone And Data Systems, Inc. Tax-Deferred Savings PlanTelephone And Data Systems, Inc. | 15,053 | $129.58 |
Service providers (Schedule C)
Not reported in filing. Plans with bundled or revenue-sharing arrangements often report no Schedule C provider compensation. Absence here is a reporting artifact, not a $0 cost.
Useful links
- Find a 401(k) you left at an old job ↗
The DOL's Retirement Savings Lost & Found. Free and official.
- Look up this plan's full Form 5500 ↗
The DOL's own filing search. Search by plan or sponsor name.
- Download this plan's data (CSV) ↗
Every field on this page, one row, ready for a spreadsheet.
Source
| Dataset | DOL EFAST2 Form 5500 bulk data (FOIA) |
|---|---|
| Form year | 2024 |
| Filing ACK_ID | 20251010213450NAL0004913347001 |
| Dataset last refreshed | July 28, 2026 |
Bulk dataset at askebsa.dol.gov ↗ · Look up the filing on EFAST2 ↗
Filings lag by design: a plan can file up to 9½ months after its year ends, so this is the newest data on file. Why filings lag
Cite this page
401(k) Monitor, "Rockwell Automation Retirement Savings Plan: Form 5500 facts", from DOL EFAST2 filing 20251010213450NAL0004913347001, plan year ended December 31, 2024.