Original filing (PDF)20251123191352NAL0000540835001

EMERSON ELECTRIC COMPANY

Name: EMERSON ELECTRIC COMPANY — EMERSON ELECTRIC CO. SAVINGS INVESTMENT PLAN FOR EMPLOYEES IN PUERTO RICO, Form 5500 (2024)
Creator: EMERSON ELECTRIC COMPANY

Form 5500

FILING_RECEIVED

EMERSON ELECTRIC CO. SAVINGS INVESTMENT PLAN FOR EMPLOYEES IN PUERTO RICO

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

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 (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with 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

123

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-11-23

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)

3J · U.S. plan covering Puerto Rico residents

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $483K

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.

			% of plan
EMERSON ELECTRIC CO. DC PLANS MASTE EMERSON ELECTRIC CO. · EIN 43-0259330 / PN 120	Master Trust	$483K	100.0%

1–1 of 1

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