Rockwell Automation 401(k) match, vesting and fees
What Rockwell Automation's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Wipfli LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 203 defined-contribution plans in manufacturing with 10,000 to 49,999 participants.
| Rockwell Automation: employer contribution per participant | $4,128 | |
| Peer median | $3,733 |
| Rockwell Automation: average balance | $262,928 | |
| Peer median | $157,962 |
| Rockwell Automation: admin expenses ÷ assets | 0.00% | |
| Peer median | 0.05% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.6B at the end of plan year 2023 to $3.8B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 14,665 | $3.8B | $59.1M | $4,128 | 0.00% | Not published | Form 5500 ↗ |
| 2023 | 15,827 | $3.6B | $66.7M | $4,275 | 0.00% | Not published | Form 5500 ↗ |
Other Rockwell Automation plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Rockwell Automation 1165(e) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Rockwell Automation Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Alight Solutions LLC | Schedule C ↗ |
| Independent auditor | Wipfli LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Rockwell Automation match 401(k) contributions?
The match terms for the Rockwell Automation Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $59.1M in employer contributions, about $4,128 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rockwell Automation 401(k) match vested?
The vesting schedule for the Rockwell Automation Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rockwell Automation 401(k)?
The filing names Rockwell Automation as plan administrator; it does not list a recordkeeper.
I left Rockwell Automation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rockwell Automation, (414) 382-2000). The Rockwell Automation old 401(k) page lists the contacts from every plan filing. Find an old Rockwell Automation 401(k)
Data from the public Form 5500 annual reports Rockwell Automation filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Rockwell Automation. Not financial advice. Report a correction · Methodology