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Original filing (PDF)20250715084821NAL0001449187001
EMERSON ELECTRIC COMPANY
Form 5500
FILING_RECEIVED
EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,055
Accounts w/ balance
5,865
Plan assets (EOY)
$416.7M
Net assets (EOY)
$416.6M
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 (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMERSON ELECTRIC COMPANY.
Plan sponsor
Name
EMERSON ELECTRIC COMPANY
EIN
43-0259330
Address
8027 FORSYTH BLVD. · CLAYTON, MO · 63105
Phone
(314) 553-2000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
101
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $356K | — |
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $66K | — |
| BRYAN CAVE LEIGHTON PAISNER LLP | 43-0602162 | — | NONE | $23K | — |
| HUBSPOT, INC | 20-2632791 | — | NONE | $12K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $9K | — |
Investments
1 pooled fund· $409.9M(98% of reported assets)
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| EMERSON ELECTRIC D.C. MASTER TRUST EMERSON ELECTRIC COMPANY · EIN 43-0259330 / PN 120 | Master Trust | $409.9M | 98.4% |