Company: ROK
Filing Date: 2025-11-12
Form Type: 10-K
Source: 0001024478-25-000116
Chunk: 224

Company: ROCKWELL AUTOMATION, INC
Filing Date: 2025-11-12
Form: 10-K
Item: Item 6
Chunk 224
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322 4 5 Plan participant contributions2 2 5 4 Benefits paid(208)(213)(15)(13)Settlements and curtailments (5)(5)— — Currency translation and other10 37 (1)(1)Benefit obligation at end of year2,931 3,078 41 45 Plan assets at beginning of year2,779 2,457 — — Actual return on plan assets143 464 — — Company contributions88 27 10 9 Plan participant contributions2 2 5 4 Benefits paid(208)(213)(15)(13)Settlements(4)(5)— — Currency translation and other10 47 — — Plan assets at end of year2,810 2,779 — — Funded status of plans$(121)$(299)$(41)$(45)Net amount on balance sheet consists ofOther assets$222 $184 $— $— Compensation and benefits(20)(19)(6)(7)Retirement benefits(323)(464)(35)(38)Net amount on balance sheet$(121)$(299)$(41)$(45)The actuarial gains recorded within the benefit obligation in 2025 were primarily the result of an increase in the discount rate for the U.S. Plans, which increased from 5.10% in 2024 to 5.35% in 2025. The actuarial losses recorded within the benefit obligation in 2024 were primarily the result of a decrease in the discount rate for the U.S. Plans, which decreased from 6.10% in 2023 to 5.10% in 2024. Approximately 69 percent of our 2025 global projected benefit obligation relates to our U.S. pension plan.Amounts included in Accumulated other comprehensive loss, net of tax, which have not yet been recognized in net periodic benefit cost are as follows (in millions): Pension BenefitsOther Postretirement Benefits 2025202420252024Prior service (credit) cost$(154)$(153)$4 $4 Net actuarial loss475 571 10 9 Total$321 $418 $14 $13 During 2025, we recognized settlement and curtailment charges of $1 million ($1 million net of tax) and net actuarial losses