Kennametal 401(k) and pension plans

Kennametal Inc., FT. Mill, SC. EIN 25-0900168. Annual reports 2009–2025. Also filed as Kennametal, Inc.

Kennametal Inc. has 4 active retirement plans on file. The largest is the Kennametal Thrift Plus Plan, with 4,194 participants and $629 million in assets in 2025. Fidelity has been its recordkeeper since 2009.

Active plans: 4
Participants: 9,544
Plan assets: $1.2 billion
401(k) recordkeeper: Fidelity
Plans on file: 6
Industry: Manufacturing

All 6 plans

Active plans first

Kennametal Thrift Plus Plan

401(k) with ESOPActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 25-0900168
Participants (2025): 4,194
Net assets (2025): $629 million
Recordkeeper: Fidelity2009–2025
Plan administrator: Kennametal Inc.
1061 Red Ventures Drive, Suite 175
FT. Mill, SC 29707
(866) 783-4688As filed for 2025
In effect since: January 1, 1977

Plans merged into this one: Tdy Industries, Inc. 401K Profit Sharing Plan for Certain Employees of Metalworking Products (2015); The 401K Plan (2015); Kennametal Retirement Income Savings Plan (2016); Kennametal Affiliated Savings Plan (2014).

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	4,194	$629 million	Fidelity
2024	4,429	$595 million	Fidelity
2023	4,613	$572 million	Fidelity
2022	4,759	$523 million	Fidelity
2021	4,749	$655 million	Fidelity
2020	4,767	$631 million	Fidelity
2019	5,023	$624 million	Fidelity
2018	5,193	$561 million	Fidelity
2017	5,349	$620 million	Fidelity
2016	5,746	$562 million	Fidelity
2015	6,336	$560 million	Fidelity
2014	6,610	$606 million	Fidelity
2013	6,614	$584 million	Fidelity
2012	6,029	$499 million	Fidelity
2011	5,830	$427 million	Fidelity
2010	5,623	$437 million	Fidelity
2009	5,802	$380 million	Fidelity

Kennametal Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 016Employer EIN 25-0900168
Participants (2025): 96
Net assets (2025): $8.3 million
Recordkeeper: Fidelity2009–2025
Plan administrator: Kennametal Inc.
1061 Red Ventures Drive, Suite 175
FT. Mill, SC 29707
(866) 783-4688As filed for 2025
In effect since: October 1, 1999

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	96	$8.3 million	Fidelity
2024	142	$9.8 million	Fidelity
2023	154	$10.3 million	Fidelity
2022	155	$10.4 million	Fidelity
2021	161	$13.4 million	Fidelity
2020	165	$13.8 million	Fidelity
2019	209	$13.4 million	Fidelity
2018	223	$14.3 million	Fidelity
2017	238	$15.6 million	Fidelity
2016	259	$16.0 million	Fidelity
2015	365	$17.6 million	Fidelity
2014	358	$20.3 million	Fidelity
2013	367	$23.3 million	Fidelity
2012	379	$21.9 million	Fidelity
2011	405	$21.4 million	Fidelity
2010	421	$23.0 million	Fidelity
2009	470	$22.0 million	Fidelity

Kennametal Inc. Retirement Income Plan

Pension (defined benefit)Active

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

Plan number: 001Employer EIN 25-0900168
Participants (2024): 5,001
Net assets (2024): $511 million
Administered by: CbizEarlier: Cbiz Retirement Plan Services (2015–2020), Tegrit Retirement Plan Services (2014)
Plan administrator: Kennametal Inc.
1061 Red Ventures Drive, Suite 175
FT. Mill, SC 29707
(866) 783-4688As filed for 2024
In effect since: June 24, 1954

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,001	$511 million	Cbiz
2023	5,096	$541 million	Cbiz
2022	5,242	$535 million	Cbiz
2021	5,270	$714 million	Cbiz
2020	5,349	$747 million	Cbiz Retirement Plan Services
2019	5,445	$688 million	Cbiz Retirement Plan Services
2018	5,542	$607 million	Cbiz Retirement Plan Services
2017	5,639	$677 million	Cbiz Retirement Plan Services
2016	5,726	$634 million	Cbiz Retirement Plan Services
2015	6,970	$642 million	Cbiz Retirement Plan Services
2014	7,092	$687 million	Tegrit Retirement Plan Services
2013	8,958	$678 million	not listed
2012	8,954	$665 million	not listed
2011	9,022	$610 million	not listed
2010	9,099	$585 million	not listed
2009	9,194	$543 million	not listed

Kennametal Inc. and UAW Incl. Loc 1059 Pension Plan for Hourly Rated Production & Maintenance Employees

Pension (defined benefit)Active

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

Plan number: 005Employer EIN 25-0900168
Participants (2024): 253
Net assets (2024): $17.2 million
Administered by: Cbiz Retirement Plan ServicesEarlier: Tegrit Retirement Plan Services (2014)
Plan administrator: Kennametal Inc.
1061 Red Ventures Drive, Suite 175
FT. Mill, SC 29707
(866) 783-4688As filed for 2024
In effect since: November 27, 1954

Earlier plan names: Kennametal Inc. & UAW Including Local No 1059 Pen PL for Hourly Rated Prod & Maint Ees; Kennametal Inc. and UAW Including Local 1059 Pension Plan for Hourly Rated Production and Maintenance Employees.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	253	$17.2 million	Cbiz Retirement Plan Services
2023	264	$18.1 million	Cbiz Retirement Plan Services
2022	278	$17.8 million	Cbiz Retirement Plan Services
2021	298	$23.8 million	Cbiz Retirement Plan Services
2020	319	$25.1 million	Cbiz Retirement Plan Services
2019	335	$23.4 million	Cbiz Retirement Plan Services
2018	350	$21.0 million	Cbiz Retirement Plan Services
2017	372	$23.9 million	Cbiz Retirement Plan Services
2016	384	$23.4 million	Cbiz Retirement Plan Services
2015	404	$24.4 million	Cbiz Retirement Plan Services
2014	423	$27.8 million	Tegrit Retirement Plan Services
2013	447	$28.0 million	not listed
2012	452	$29.2 million	not listed
2011	467	$28.4 million	not listed
2010	485	$29.0 million	not listed
2009	501	$28.9 million	not listed

Kennametal Retirement Income Savings Plan

401(k) with ESOPMerged

Merged. In 2016 its assets moved to the Kennametal Thrift Plus Plan, sponsored by Kennametal Inc. (EIN 25-0900168, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 015Employer EIN 25-0900168
Participants (2015): 241
Net assets (2015): $13.2 million
Recordkeeper: Fidelity2009–2016
Plan administrator: Kennametal Inc.
HR Shared Services Center, 1662 Macmillan Park Drive
FT. Mill, SC 29707
(866) 783-4688As filed for 2016
In effect since: June 6, 1986

Year by year, 2009 to 2016

Plan year	Participants	Net assets	Recordkeeper
2016	0	$0	Fidelity
2015	241	$13.2 million	Fidelity
2014	255	$14.7 million	Fidelity
2013	269	$15.8 million	Fidelity
2012	286	$15.1 million	Fidelity
2011	314	$14.3 million	Fidelity
2010	326	$14.9 million	Fidelity
2009	347	$13.4 million	Fidelity

Kennametal Affiliated Savings Plan

401(k)MergedUnion (multiemployer)

Merged. In 2014 its assets moved to the Kennametal Thrift Plus Plan, sponsored by Kennametal Inc. (EIN 25-0900168, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 017Employer EIN 25-0900168
Participants (2013): 67
Net assets (2013): $1.7 million
Last listed recordkeeper: Fidelity2010–2012
Plan administrator: Kennametal, Inc.
HR Shared Services Center, 1662 Macmillan Park Drive
FT. Mill, SC 29707
(866) 783-4688As filed for 2014
In effect since: December 1, 2009

Year by year, 2009 to 2014

Plan year	Participants	Net assets	Recordkeeper
2014	0	$0	not listed
2013	67	$1.7 million	not listed
2012	67	$1.4 million	Fidelity
2011	677	$32.0 million	Fidelity
2010	640	$32.9 million	Fidelity
2009	500	$29.9 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Kennametal Thrift Plus 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 ((866) 783-4688). That number was filed for 2025; 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.
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.