Jeld-Wen Holding 401(k) and retirement plans

Jeld-Wen Holding, Inc., Charlotte, NC. EIN 93-1273278. Annual reports 2009–2024. Also filed as Jeld-Wen ESOP-2; Jeld-Wen, Inc.

Jeld-Wen Holding, Inc. has 3 active retirement plans on file. The largest is the Jeld-Wen 401(k) Retirement Savings Plan, with 13,624 participants and $518 million in assets in 2024. Fidelity is its recordkeeper. No traditional pension plan appears in Jeld-Wen Holding's filings since 2009.

Active plans: 3
Participants: 17,823
Plan assets: $538 million
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Manufacturing

All 3 plans

Active plans first

Jeld-Wen 401(k) Retirement Savings Plan

401(k)Active

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

Plan number: 003Employer EIN 93-1273278
Participants (2024): 13,624
Net assets (2024): $518 million
Recordkeeper: FidelityEarlier: Principal (2020–2023), Wells Fargo (2017–2019), Schwab (2009–2016)
Plan administrator: Jeld-Wen Retirement Benefits Administration Committee
2645 Silver Crescent Drive
Charlotte, NC 28273
(704) 378-5700As filed for 2024
In effect since: January 1, 2007

Plans merged into this one: Craftmaster Manufacturing, Inc. 401K Profit Sharing Plan (2015); Jeld-Wen, Inc. Restated 401(k) Savings Plan for Union Represented Employees (2012).

Earlier sponsor: Jeld-Wen, Inc. (2009–2010).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	13,624	$518 million	Fidelity
2023	14,284	$462 million	Principal
2022	15,392	$391 million	Principal
2021	15,427	$443 million	Principal
2020	14,330	$364 million	Principal
2019	14,178	$331 million	Wells Fargo
2018	13,437	$280 million	Wells Fargo
2017	12,489	$272 million	Wells Fargo
2016	11,860	$210 million	Schwab
2015	11,881	$184 million	Schwab
2014	11,468	$175 million	Schwab
2013	11,662	$152 million	Schwab
2012	10,406	$119 million	Schwab
2011	8,652	$90.1 million	Schwab
2010	9,115	$72.0 million	Schwab
2009	9,334	$55.7 million	Schwab

Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan

Profit-sharing planActive

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

Plan number: 002Employer EIN 93-1273278
Participants (2024): 2,120
Net assets (2024): $12.0 million
Recordkeeper: FidelityEarlier: Principal (2020–2023), Wells Fargo (2016–2019), Jeld-Wen (2012–2015), Expertplan (2011), Jeld-Wen (2009–2010)
Plan administrator: Jeld-Wen Retirement Benefits Administration Committee
2645 Silver Crescent Drive
Charlotte, NC 28273
(704) 378-5700As filed for 2024
In effect since: January 1, 1978

Earlier sponsor: Jeld-Wen ESOP-2 (2009–2010).

Earlier plan names: Jeld-Wen , Inc Employee Stock Ownership and Retirement Plan; Jeld-Wen, Inc Employee Stock Ownership and Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,120	$12.0 million	Fidelity
2023	2,576	$22.9 million	Principal
2022	2,910	$17.1 million	Principal
2021	3,003	$35.4 million	Principal
2020	3,121	$38.7 million	Principal
2019	3,517	$42.4 million	Wells Fargo
2018	4,072	$35.0 million	Wells Fargo
2017	5,021	$94.3 million	Wells Fargo
2016	9,897	$84.4 million	Wells Fargo
2015	11,091	$157 million	Jeld-Wen
2014	11,400	$109 million	Jeld-Wen
2013	11,785	$117 million	Jeld-Wen
2012	11,248	$144 million	Jeld-Wen
2011	10,939	$147 million	Expertplan
2010	11,467	$260 million	Jeld-Wen
2009	12,306	$337 million	Jeld-Wen

Jeld-Wen, Inc. Ksop

Profit-sharing planActive

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

Plan number: 006Employer EIN 93-1273278
Participants (2024): 2,079
Net assets (2024): $8.0 million
Recordkeeper: FidelityEarlier: Principal (2020–2023), Wells Fargo (2017–2019)
Plan administrator: Jeld-Wen Retirement Benefits Administration Committee
2645 Silver Crescent Drive
Charlotte, NC 28273
(704) 378-5700As filed for 2024
In effect since: August 16, 2016

Year by year, 2016 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,079	$8.0 million	Fidelity
2023	2,463	$15.9 million	Principal
2022	2,742	$11.4 million	Principal
2021	2,833	$24.7 million	Principal
2020	2,944	$26.4 million	Principal
2019	3,308	$28.1 million	Wells Fargo
2018	3,759	$22.3 million	Wells Fargo
2017	4,520	$58.9 million	Wells Fargo
2016	4,891	$60.7 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Jeld-Wen 401(k) 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 ((704) 378-5700). That number was filed for 2024; ask for the benefits or retirement plan office.
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 3 plans

Jeld-Wen 401(k) Retirement Savings Plan

Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan

Jeld-Wen, Inc. Ksop

If you had money in one of these plans

What these numbers are

Other manufacturing employers in NC