How big is Rockwell Automation's plan?

Rockwell Automation's plan covered 28 participants for 2024.

Original filing (PDF)20251010212635NAL0004912643001

Rockwell Automation

Name: Rockwell Automation — Rockwell Automation 1165(e), Form 5500 (2024)
Creator: Rockwell Automation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Rockwell Automation 1165(e) Plan

Defined-contribution retirement plan · Rockwell Automation's Rockwell Automation 1165(e) Plan covered 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

People on this filing

Maureen Kennedy-Harlan signed Rockwell Automation's 2024 Form 5500 as plan administrator.

Maureen Kennedy-Harlan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Rockwell Automation's EIN is 25-1797617.

EIN 25-1797617

Plan number 011

Plan year 2024

ACK ID 20251010212635NAL0004912643001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rockwell Automation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rockwell Automation's plan includes an ESOP, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROCKWELL AUTOMATION.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

ROCKWELL AUTOMATION

EIN

all filings

Address

1201 S SECOND STREET · MILWAUKEE, WI · 53204

Phone

(414) 382-2000

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

011

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2G · Total participant-directed accounts

2O · ESOP (non-leveraged)

2T · Default investment account (QDIA)

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $7.5M

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.