Firstgroup America 401(k) and pension plans

Firstgroup America, Inc., Cincinnati, OH. EIN 52-2205403. Annual reports 2009–2024. Also filed as First Group America, Inc.; First Group America.

Firstgroup America, Inc. has 2 active retirement plans on file. The largest is the First Student, Inc. Retirement Savings Plan, with 51,842 participants and $328 million in assets in 2024. Fidelity is its recordkeeper.

Active plans: 2
Participants: 54,058
Plan assets: $422 million
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Transportation and warehousing

All 3 plans

Active plans first

First Student, Inc. Retirement Savings Plan

401(k)Active

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

Plan number: 002Employer EIN 52-2205403
Participants (2024): 51,842
Net assets (2024): $328 million
Recordkeeper: FidelityEarlier: Principal (2020–2023), Wells Fargo (2009–2019)
Plan administrator: Firstgroup America, Inc.
191 Rosa Parks ST FL 8
Cincinnati, OH 45202
(803) 543-1965As filed for 2024
In effect since: July 1, 1999

Plans merged into this one: Apple Bus Company 401(k) Profit Sharing Plan (2022).

Earlier plan names: Firstgroup America, Inc. Retirement Savings Plan; Firstgroup America Inc Retirement SVGS Plan; First Student and First Transit Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	51,842	$328 million	Fidelity
2023	46,872	$304 million	Principal
2022	55,243	$308 million	Principal
2021	49,724	$356 million	Principal
2020	51,095	$387 million	Principal
2019	60,956	$366 million	Wells Fargo
2018	64,719	$316 million	Wells Fargo
2017	63,627	$281 million	Wells Fargo
2016	68,044	$291 million	Wells Fargo
2015	67,834	$276 million	Wells Fargo
2014	67,083	$286 million	Wells Fargo
2012	63,125	$259 million	Wells Fargo
2011	64,872	$238 million	Wells Fargo
2010	68,337	$240 million	Wells Fargo
2009	75,608	$221 million	Wells Fargo

Firstgroup America, Inc. Pension Plan

Pension (defined benefit), frozenActive

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

Plan number: 001Employer EIN 52-2205403
Participants (2024): 2,216
Net assets (2024): $93.8 million
Administered by: AonEarlier: Alight (2016–2017), Aon (2009–2015)
Plan administrator: Firstgroup America, Inc.
191 Rosa Parks Street
Cincinnati, OH 45202
(513) 419-2931As filed for 2024
In effect since: January 1, 2000

Earlier sponsor: First Group America, Inc. (2010).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,216	$93.8 million	Aon
2023	2,279	$97.2 million	Aon
2022	2,333	$79.5 million	Aon
2021	2,397	$101 million	Aon
2020	2,455	$99.0 million	Aon
2019	2,505	$92.7 million	Aon
2018	2,566	$81.7 million	Aon
2017	2,605	$93.3 million	Alight
2016	3,205	$93.5 million	Alight
2015	3,311	$94.9 million	Aon
2014	4,216	$130 million	Aon
2013	4,290	$129 million	Aon
2012	4,359	$124 million	Aon
2011	4,410	$115 million	Aon
2010	4,457	$117 million	Aon
2009	4,695	$107 million	Aon

Springs Transit Company Employees Retirement and Disability Plan

Pension (defined benefit)Closed

Closed. The plan filed its final annual report for 2013, which means its assets were paid out or moved and it no longer exists.

Plan number: 008Employer EIN 52-2205403
Participants (2012): 195
Net assets (2012): $12.0 million
Administered by: Smith Barney Corporate Trust2009–2012
Plan administrator: Firstgroup America, Inc.
600 Vine ST., Ste. 1400
Cincinnati, OH 45202
(513) 684-8846As filed for 2013
In effect since: July 1, 1950

Earlier sponsor: First Group America (2009–2012).

Earlier plan names: Springs Transit Ees Ret & Disab Allowance Plan.

Year by year, 2009 to 2013

Plan year	Participants	Net assets	Recordkeeper
2013	0	$0	not listed
2012	195	$12.0 million	Smith Barney Corporate Trust
2011	199	$7.3 million	Smith Barney Corporate Trust
2010	200	$7.5 million	Smith Barney Corporate Trust
2009	201	$6.9 million	Smith Barney Corporate Trust

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the First Student, Inc. Retirement 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.
Or call the plan administrator listed on the plan below ((803) 543-1965). That number was filed for 2024; ask for the benefits or retirement plan office.
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.
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

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

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