Back to filter
Original filing (PDF)20250715095606NAL0002713968001
EMERSON PROCESS MANAGEMENT POWER & WATER SOLUTIONS
Form 5500
FILING_RECEIVED
EMERSON PROCESS MANAGEMENT POWER & WATER SOLUTIONS, INC. PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
318
Accounts w/ balance
—
Plan assets (EOY)
$323.7M
Net assets (EOY)
$323.7M
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.
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMERSON PROCESS MANAGEMENT POWER & WATER SOLUTIONS.
Plan sponsor
Name
EMERSON PROCESS MANAGEMENT POWER & WATER SOLUTIONS
DBA
EMERSON ELECTRIC COMPANY
EIN
43-1811446
Address
EMERSON ELECTRIC COMPANY · 8000 WEST FLORISSANT AVENUE · ST. LOUIS, MO · 63136
Phone
(314) 553-2000
Industry
Manufacturingsee all
Plan administrator
Name
VICE-PRESIDENT BENEFITS
EIN
43-1209261
City
ST. LOUIS, MO
Phone
(314) 553-2000
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
1A · Pay-related DB formula
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 23-1159360 | — | NONE | $50K | — |
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $16K | — |
Investments
1 pooled fund· $323.7M(100% 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 RET MASTER TRUST EMERSON ELECTRIC COMPANY · EIN 43-0259330 / PN 121 | Master Trust | $323.7M | 100.0% |
