Emerson Electric 401(k) and pension plans

Emerson Electric Company, Clayton, MO. EIN 43-0259330. Annual reports 2009–2024. Also filed as Bosch Rexroth Corporation; Bosch Rexroth Pneumatics Corporation; Aventics Corporation; Rexroth Pneumatics Corporation.

Emerson Electric Company has 5 active retirement plans on file. The largest is the Emerson Electric Company Retirement Plan, with 37,805 participants and $3.3 billion in assets in 2024. WTW is its administrator.

Active plans
5
Participants
67,180
Plan assets
$10.7 billion
401(k) recordkeeper
Vanguard
Plans on file
10
Industry
Manufacturing

All 10 plans

Active plans first

Emerson Electric Company Retirement Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
067Employer EIN 43-0259330
Participants (2024)
37,805
Net assets (2024)
$3.3 billion
Administered by
WTW2023
Plan administrator
Vice-President Benefits
Emerson Electric Company, 8027 Forsyth BLVD
Clayton, MO 63105
(314) 553-2000As filed for 2024
In effect since
January 1, 1950

Plans merged into this one: Egs Electrical Group, LLC Pension Plan for Hourly Employees (2013); Egs Electrical Group, LLC Pension Plan for Salaried Employees (2013).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202437,805$3.3 billionnot listed
202327,138$3.4 billionWTW
202228,817$3.1 billionnot listed
202129,646$3.1 billionnot listed
202030,620$4.1 billionnot listed
201934,633$3.8 billionnot listed
201839,456$3.6 billionnot listed
201745,766$3.7 billionnot listed
201654,697$3.8 billionnot listed
201559,991$3.6 billionnot listed
201464,613$3.5 billionnot listed
201372,901$3.9 billionnot listed
201271,619$3.6 billionnot listed
201171,523$3.3 billionnot listed
201071,600$2.8 billionnot listed
200973,800$2.9 billionnot listed

Emerson Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
016Employer EIN 43-0259330
Participants (2024)
28,509
Net assets (2024)
$7.4 billion
Recordkeeper
Vanguard2009–2024
Plan administrator
Emerson Electric Company
8027 Forsyth BLVD.
Clayton, MO 63105
(314) 553-2000As filed for 2024
In effect since
July 1, 1968

Plans merged into this one: Aventics 401(k) Retirement Plan (2019); Measurement Solutions Profit Sharing Plan (2024); Egs Electrical Group LLC 401(k) Retirement Savings Plan (2013); Avocent Corporation Retirement Plan (2011).

Earlier plan names: Emerson Electric Company Employee Savings Plan; Emerson Electric Company Employee Savings Investment Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202428,509$7.4 billionVanguard
202316,539$3.6 billionVanguard
202218,738$3.0 billionVanguard
202123,083$3.0 billionVanguard
202023,047$3.9 billionVanguard
201923,579$3.4 billionVanguard
201824,424$3.1 billionVanguard
201723,877$3.2 billionVanguard
201621,927$2.7 billionVanguard
201526,008$2.9 billionVanguard
201426,689$2.6 billionVanguard
201327,642$2.9 billionVanguard
201227,742$2.8 billionVanguard
201128,269$2.4 billionVanguard
201028,177$2.0 billionVanguard
200928,504$2.2 billionVanguard

Emerson Electric Co. Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
101Employer EIN 43-0259330
Participants (2024)
464
Net assets (2024)
$32.0 million
Recordkeeper
Vanguard2009–2024
Plan administrator
Emerson Electric Company
8027 Forsyth BLVD.
Clayton, MO 63105
(314) 553-2000As filed for 2024
In effect since
January 1, 1990
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024464$32.0 millionVanguard
20236,748$417 millionVanguard
20227,566$363 millionVanguard
202111,954$392 millionVanguard
202011,299$515 millionVanguard
201911,445$452 millionVanguard
201811,885$428 millionVanguard
201711,583$432 millionVanguard
20169,869$359 millionVanguard
201510,572$378 millionVanguard
201410,851$347 millionVanguard
20139,429$296 millionVanguard
20128,978$282 millionVanguard
20118,761$248 millionVanguard
20109,083$222 millionVanguard
20099,335$256 millionVanguard

Pension Plan for Former Employees of Aventics Corporation and Bristol Babcock

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
005Employer EIN 46-1763108
Participants (2024)
370
Net assets (2024)
$25.3 million
Plan administrator
Vice-President Benefits
8027 Forsyth BLVD
Clayton, MO 63105
(314) 553-2000As filed for 2024
In effect since
July 1, 1989

Plans merged into this one: Retirement Plan for Employees of Bristol Babcock Inc United Steelworks of America Local 895L (2024).

Earlier sponsors: Bosch Rexroth Corporation (2009–2011); Bosch Rexroth Pneumatics Corporation (2012–2013); Aventics Corporation (2014–2017).

Earlier plan names: Retirement Income Agreement Between the Bosch Rexroth Corporation Pneumatics Division and the Intl Brotherhood of Teamsters, Local 651; Retirement Income Agreement Between the Aventics Corporation and the International Brotherhood of Teamsters Local 651.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024370$25.3 millionnot listed
2023216$12.8 millionnot listed
2022243$12.1 millionnot listed
2021262$13.4 millionnot listed
2020263$15.9 millionnot listed
2019253$14.5 millionnot listed
2018268$13.8 millionnot listed
2017251$12.6 millionnot listed
2016247$11.3 millionnot listed
2015252$11.0 millionnot listed
2014268$11.3 millionnot listed
2013249$11.2 millionnot listed
2012247$10.4 millionnot listed
2011251$8.8 millionnot listed
2010235$8.3 millionnot listed
2009215$6.6 millionnot listed

Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
123Employer EIN 43-0259330
Participants (2024)
32
Net assets (2024)
$4.2 million
Plan administrator
Emerson Electric Company
8027 Forsyth BLVD.
Clayton, MO 63105
(314) 553-2000As filed for 2024
In effect since
October 1, 2005

Plans merged into this one: National Instruments 401(k) Plan (2024).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202432$4.2 millionnot listed
202335$3.7 millionnot listed
202236$3.1 millionnot listed
202135$2.7 millionnot listed
202033$3.2 millionnot listed
201933$2.6 millionnot listed
201833$2.3 millionnot listed
201732$2.1 millionnot listed
201632$1.9 millionnot listed
201533$1.6 millionnot listed
201430$1.3 millionnot listed
201330$1.2 millionnot listed
201227$1.0 millionnot listed
201122$804,314not listed
201018$617,112not listed
200918$573,278not listed

Retirement Plan for Employees of Bristol Babcock Inc United Steelworks of America Local 895L

Pension (defined benefit)Merged

Merged. In 2024 its assets moved to the Pension Plan for Former Employees of Aventics Corporation and Bristol Babcock, sponsored by Emerson Electric Company (EIN 46-1763108, plan 005). Accounts moved with them, so that plan is the one to contact.

Plan number
001Employer EIN 43-0259330
Participants (2023)
167
Net assets (2023)
$13.9 million
Plan administrator
Vice-President Benefits
8027 Forsyth BLVD
Clayton, MO 63105
(314) 553-2000As filed for 2024
In effect since
June 1, 1950
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20240$0not listed
2023167$13.9 millionnot listed
2022176$12.6 millionnot listed
2021185$12.7 millionnot listed
2020200$17.3 millionnot listed
2019214$15.7 millionnot listed
2018225$15.2 millionnot listed
2012308$14.9 millionnot listed
2011328$14.5 millionnot listed
2010344$13.4 millionnot listed
2009365$13.9 millionnot listed

Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co.

Profit-sharing planMerged

Merged. In 2024 its assets moved to the Measurement Solutions Profit Sharing Plan, sponsored by Measurement Solutions (EIN 41-0766812, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number
114Employer EIN 43-0259330
Participants (2023)
6,112
Net assets (2023)
$585 million
Recordkeeper
Vanguard2009–2024
Plan administrator
Emerson Electric Company
8027 Forsyth BLVD.
Clayton, MO 63105
(314) 553-2000As filed for 2024
In effect since
January 1, 1953

Earlier plan names: Profit Sharing Retirement Plan for Division and Subsidiaries of Emerson Electric Co..

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20240$0Vanguard
20236,112$585 millionVanguard
20226,311$490 millionVanguard
20217,304$558 millionVanguard
20208,040$761 millionVanguard
20198,883$802 millionVanguard
20189,041$767 millionVanguard
20179,010$756 millionVanguard
20168,748$689 millionVanguard
20159,898$671 millionVanguard
20149,620$625 millionVanguard
20139,610$649 millionVanguard
20129,231$598 millionVanguard
20119,320$535 millionVanguard
20108,445$470 millionVanguard
20098,307$469 millionVanguard

Aventics 401(k) Retirement Plan

401(k)Merged

Merged. In 2019 its assets moved to the Esip Emerson Electric Employee Savings Investment Plan, sponsored by Emerson Electric Company (EIN 43-0259330, plan 016). Accounts moved with them, so that plan is the one to contact.

Plan number
001Employer EIN 46-1763108
Participants (2018)
304
Net assets (2018)
$18.8 million
Recordkeeper
FidelityEarlier: Vanguard (2014–2016)
Plan administrator
Aventics Corporation
1953 Mercer Road
Lexington, KY 40511
(859) 281-3424As filed for 2019
In effect since
January 1, 2014

Plans merged into this one: Aventics Corporation 401(k) Plan for Bargaining Unit Employees (2017).

Earlier sponsor: Rexroth Pneumatics Corporation (2014).

Earlier plan names: Rexroth Pneumatics 401(k) Retirement Plan.

Year by year, 2014 to 2019
Plan yearParticipantsNet assetsRecordkeeper
20190$0Fidelity
2018304$18.8 millionFidelity
2017306$20.1 millionnot listed
2016141$12.0 millionVanguard
2015131$9.5 millionVanguard
2014123$6.9 millionVanguard

Aventics Corporation 401(k) Plan for Bargaining Unit Employees

401(k)Merged

Merged. In 2017 its assets moved to the Rexroth Pneumatics 401(k) Retirement Plan, sponsored by Emerson Electric Company (EIN 46-1763108, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number
002Employer EIN 46-1763108
Participants (2016)
131
Net assets (2016)
$4.0 million
Recordkeeper
Vanguard2015–2017
Plan administrator
Aventics Corporation
1953 Mercer Road
Lexington, KY 40511
(859) 281-3424As filed for 2017
In effect since
February 1, 2015
Year by year, 2015 to 2017
Plan yearParticipantsNet assetsRecordkeeper
20170$0Vanguard
2016131$4.0 millionVanguard
2015128$3.6 millionVanguard

Bosch Rexroth Pneumatics Corporation 401 K Plan for Bargaining Unit Employees

401(k)Stopped filing

No annual report since the 2014 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number
012Employer EIN 46-1763108
Participants (2014)
177
Net assets (2014)
$3.7 million
Last listed recordkeeper
Mercer2012
Plan administrator
Bosch Rexroth Pneumatics Corporation
1953 Mercer Road
Lexington, KY 40511
(859) 281-3424As filed for 2014
In effect since
July 1, 2000

Earlier sponsor: Bosch Rexroth Corporation (2009–2012).

Earlier plan names: Bosch Rexroth Corporation Mecman Division Lexington Facility 401(k) Plan for Bargaining Unit Employees; Bosch Rexroth Corporation Mecman Division Lexington Facility 401K Plan for Bargaining Unit Employees; Bosch Rexroth Pneumatics Corporation 401K Plan for Bargaining Unit Employees.

Year by year, 2009 to 2014
Plan yearParticipantsNet assetsRecordkeeper
2014177$3.7 millionnot listed
2013129$3.3 millionnot listed
2012132$2.7 millionMercer
2011141$2.4 millionnot listed
2010131$2.3 millionnot listed
2009119$1.9 millionnot listed

Plans that moved to another employer

PlanNow sponsored bySince
Vertiv Group Corporation Employee Retirement Savings PlanVertiv Group Corporation2017

These plans once filed under Emerson Electric's tax ID and are now filed by another employer, usually after a sale or spin-off. Accounts moved with them.

If you had money in one of these plans

  1. Call Vanguard (investor.vanguard.com), which runs the Emerson Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((314) 553-2000). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
  5. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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