Hillenbrand 401(k) and pension plans

Hillenbrand, Inc., Batesville, IN. EIN 26-1342272. Annual reports 2009–2024. Also filed as Pennsylvania Crusher Corporation; K-Tron International, Inc.; Red Valve Company, Inc.; Milacron LLC.

Hillenbrand, Inc. has 2 active retirement plans on file. The largest is the Process Equipment Group 401(k) Savings Plan, with 4,432 participants and $545 million in assets in 2024. Fidelity has been its recordkeeper since 2012.

Active plans: 2
Participants: 4,432
Plan assets: $575 million
401(k) recordkeeper: Fidelity
Plans on file: 9
Industry: Holding companies

All 9 plans

Active plans first

Process Equipment Group 401(k) Savings Plan

401(k)Active

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

Plan number: 007Employer EIN 26-1342272
Participants (2024): 4,432
Net assets (2024): $545 million
Recordkeeper: Fidelity2012–2024
Plan administrator: Hillenbrand, Inc.
One Batesville Boulevard
Batesville, IN 47006
(812) 934-7500As filed for 2024
In effect since: January 1, 1998

Plans merged into this one: K-Tron 401(k) Plan (2012); Red Valve Company, Inc. Profit Sharing Plan (2016); Milacron Employee Retirement Savings Plan (2020); Defined Contribution 401(k) Plan for the Employees of Coperion Corporation (2015); Coperion Process Solutions LLC Retirement Savings Plan (2024).

Earlier sponsor: Pennsylvania Crusher Corporation (2009–2011).

Earlier plan names: K-Tron Size Reduction Group 401 K Plan; K-Tron Size Reduction Group 401(k) Plan; Size Reduction Group 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,432	$545 million	Fidelity
2023	3,358	$512 million	Fidelity
2022	4,365	$437 million	Fidelity
2021	4,179	$519 million	Fidelity
2020	1,616	$363 million	Fidelity
2019	1,201	$126 million	Fidelity
2018	1,190	$108 million	Fidelity
2017	1,173	$113 million	Fidelity
2016	1,036	$98.7 million	Fidelity
2015	744	$92.6 million	Fidelity
2014	743	$76.6 million	Fidelity
2013	724	$72.9 million	Fidelity
2012	312	$63.1 million	Fidelity
2011	249	$23.9 million	not listed
2010	262	$26.3 million	not listed
2009	275	$22.9 million	not listed

Hillenbrand, Inc. Pension Plan

Pension (defined benefit)Active

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

Plan number: 001Employer EIN 26-1342272
Participants (2024): 0
Net assets (2024): $29.6 million
Last listed administrator: Alight2017–2020
Plan administrator: Hillenbrand, Inc.
One Batesville BLVD.
Batesville, IN 47006
(812) 934-7500As filed for 2024
In effect since: April 1, 2008

Plans merged into this one: The Pension Plan for Employees of Coperion Corporation (2013).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$29.6 million	not listed
2023	2,095	$188 million	not listed
2022	2,659	$228 million	not listed
2021	2,930	$304 million	not listed
2020	2,748	$314 million	Alight
2019	2,787	$284 million	Alight
2018	2,810	$241 million	Alight
2017	3,009	$269 million	Alight
2016	3,086	$241 million	not listed
2015	2,973	$163 million	not listed
2014	4,533	$256 million	not listed
2013	4,115	$243 million	not listed
2012	4,167	$199 million	not listed
2011	4,418	$177 million	not listed
2009	4,318	$137 million	not listed

Milacron Employee Retirement Savings Plan

401(k)Merged

Merged. In 2020 its assets moved to the Process Equipment Group 401(k) Savings Plan, sponsored by Hillenbrand, Inc. (EIN 26-1342272, plan 007). Accounts moved with them, so that plan is the one to contact.

Plan number: 013Employer EIN 26-1342272
Participants (2019): 2,018
Net assets (2019): $143 million
Recordkeeper: VanguardEarlier: Mercer (2010–2015)
Plan administrator: Hillenbrand, Inc.
One Batesville Boulevard
Batesville, IN 47006
(812) 934-7500As filed for 2020
In effect since: October 16, 2009

Earlier sponsor: Milacron LLC (2010–2018).

Year by year, 2010 to 2020

Plan year	Participants	Net assets	Recordkeeper
2020	0	$0	Vanguard
2019	2,018	$143 million	Vanguard
2018	2,034	$121 million	Vanguard
2017	1,965	$131 million	Vanguard
2016	2,116	$118 million	Vanguard
2015	1,969	$104 million	Mercer
2014	1,817	$107 million	Mercer
2013	1,676	$95.5 million	Mercer
2012	1,515	$76.0 million	Mercer
2011	1,405	$64.1 million	Mercer
2010	1,220	$63.1 million	Mercer

Red Valve Company, Inc. Profit Sharing Plan

401(k)Merged

Merged. In 2016 its assets moved to the Process Equipment Group 401(k) Savings Plan, sponsored by Hillenbrand, Inc. (EIN 26-1342272, plan 007). Accounts moved with them, so that plan is the one to contact.

Plan number: 012Employer EIN 26-1342272
Participants (2015): 164
Net assets (2015): $7.8 million
Recordkeeper: AlerusEarlier: Standard (StanCorp) (2009–2010)
Plan administrator: Hillenbrand, Inc.
One Batesville Boulevard
Batesville, IN 47006
(812) 934-7500As filed for 2016
In effect since: January 1, 1959

Earlier sponsor: Red Valve Company, Inc. (2009–2015).

Year by year, 2009 to 2016

Plan year	Participants	Net assets	Recordkeeper
2016	0	$0	Alerus
2015	164	$7.8 million	Alerus
2014	153	$7.7 million	Alerus
2013	160	$7.2 million	Alerus
2012	146	$5.8 million	Alerus
2011	135	$4.9 million	Alerus
2010	126	$5.4 million	Standard (StanCorp)
2009	152	$5.2 million	Standard (StanCorp)

Defined Contribution 401(k) Plan for the Employees of Coperion Corporation

401(k)Merged

Merged. In 2015 its assets moved to the Process Equipment Group 401(k) Savings Plan, sponsored by Hillenbrand, Inc. (EIN 26-1342272, plan 007). Accounts moved with them, so that plan is the one to contact.

Plan number: 009Employer EIN 26-1342272
Participants (2014): 250
Net assets (2014): $22.1 million
Recordkeeper: ADP2013–2015
Plan administrator: Hillenbrand, Inc.
One Batesville BLVD
Batesville, IN 47006
(812) 934-7500As filed for 2015
In effect since: July 1, 2001

Earlier plan names: Defined Contribution 401(k) Plan for the Employees of Coperion Co.

Year by year, 2013 to 2015

Plan year	Participants	Net assets	Recordkeeper
2015	0	$0	ADP
2014	250	$22.1 million	ADP
2013	222	$21.4 million	ADP

The Pension Plan for Employees of Coperion Corporation

Pension (defined benefit), frozenMerged

Merged. In 2013 its assets moved to the Hillenbrand, Inc. Pension Plan, sponsored by Hillenbrand, Inc. (EIN 26-1342272, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 010Employer EIN 26-1342272
Plan administrator: Hillenbrand, Inc.
One Batesville Boulevard
Batesville, IN 47006
(812) 934-7500As filed for 2013
In effect since: January 1, 1966

The Pension Plan for Employees of Coperion Corporation

Pension (defined benefit), frozenStopped filing

No annual report since the 2012 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: 003Employer EIN 26-1342272
Participants (2012): 290
Net assets (2012): $22.5 million
Plan administrator: Hillenbrand Inc
One Batesville BLVD
Batesville, IN 47006
(812) 934-7500As filed for 2012
In effect since: January 1, 1966

K-Tron 401(k) Plan

401(k)Merged

Merged. In 2012 its assets moved to the Size Reduction Group 401(k) Plan, sponsored by Hillenbrand, Inc. (EIN 26-1342272, plan 007). Accounts moved with them, so that plan is the one to contact.

Plan number: 008Employer EIN 26-1342272
Participants (2011): 223
Net assets (2011): $22.9 million
Recordkeeper: FidelityEarlier: Vanguard (2009–2010)
Plan administrator: Hillenbrand, Inc.
One Batesville Boulevard
Batesville, IN 47006
(812) 934-7500As filed for 2012
In effect since: December 1, 1984

Earlier sponsor: K-Tron International, Inc. (2009–2011).

Earlier plan names: K-Tron International and Affiliated Companies 401(k) Plan; K-Tron International Inc and Affiliated Companies 401(k) Plan.

Year by year, 2009 to 2012

Plan year	Participants	Net assets	Recordkeeper
2012	0	$0	Fidelity
2011	223	$22.9 million	not listed
2010	211	$24.3 million	Vanguard
2009	233	$20.7 million	Vanguard

Hillenbrand, Inc. Sales Executives' Pension Plan Trust

401(k)Closed

Closed. The plan filed its final annual report for 2011, which means its assets were paid out or moved and it no longer exists.

Plan number: 002Employer EIN 26-1342272
Participants (2010): 1
Net assets (2010): $10,102
Plan administrator: Hillenbrand, Inc.
One Batesville Boulevard
Batesville, IN 47006
(812) 934-7500As filed for 2011
In effect since: April 1, 2008

Earlier plan names: Hillenbrand, Inc. Sales Executives Pension Plan Trust.

Year by year, 2009 to 2011

Plan year	Participants	Net assets	Recordkeeper
2011	0	$0	not listed
2010	1	$10,102	not listed
2009	39	$4.3 million	not listed

Plans that moved to another employer

Plan	Now sponsored by	Since
Batesville Savings Plan	Batesville Services LLC	2023

These plans once filed under Hillenbrand'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

Call Fidelity (fidelity.com), which runs the Process Equipment Group 401(k) 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 ((812) 934-7500). That number was filed for 2024; ask for the benefits or retirement plan office.
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.
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.

All 9 plans

Process Equipment Group 401(k) Savings Plan

Hillenbrand, Inc. Pension Plan

Milacron Employee Retirement Savings Plan

Red Valve Company, Inc. Profit Sharing Plan

Defined Contribution 401(k) Plan for the Employees of Coperion Corporation

The Pension Plan for Employees of Coperion Corporation

The Pension Plan for Employees of Coperion Corporation

K-Tron 401(k) Plan

Hillenbrand, Inc. Sales Executives' Pension Plan Trust

Plans that moved to another employer

If you had money in one of these plans

What these numbers are

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