Assets by plan
Share of aggregate retirement assets
- ROTORK 401(K) (#003)$59.5M
Filings through .
Rotork Controls, Inc.
EIN 11-2135246mechanical or industrial engineeringLatest filing 2025
Plans
3
Retirement
2
$81.2M assets
Health & Benefits
1
$7.1M premiums
Participants
1,219
675 MILE CROSSING BLVD. - ROCHESTER, NY 14624585-247-2304LinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $81.2M assets / 812 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $7.1M premiums / 703 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$6.8M
- Health$6.3M
- Prescription drug$6.3M
- Life$431K
- Short-term disability$431K
- Long-term disability$431K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
ROTORK 401(K) PLAN
401(k)
Assets$59.5M
Participants629
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
ROTORK CONTROLS, INC. PENSION PLAN
Traditional DB
Assets$21.7M
Participants183
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ROTORK CONTROLS INC - BENEFITS CHOICE PLAN
Fully insured - AETNA LIFE INSURANCE COMPANY
Premiums$7.1M
Covered lives703
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | ROTORK 401(K) PLAN | 401(k) | $59.5M | 629 | 2025 |
| #001 | ROTORK CONTROLS, INC. PENSION PLAN | Traditional DB | $21.7M | 183 | 2025 |
- ROTORK 401(K) PLAN$59.5M#003 · 401(k) · 2025629
- #001 · Traditional DB · 2025183
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ROTORK CONTROLS INC - BENEFITS CHOICE PLAN | Fully insured | AETNA LIFE INSURANCE COMPANY | $7.1M | 703 | 2025 |
- #501 · Fully insured · AETNA LIFE INSURANCE COMPANY · 2025703
Retirement plans
Health & Benefits plans