Kone 401(k) and pension plans

Kone Inc., Lisle, IL. EIN 36-2357423. Annual reports 2009–2024.

Kone Inc. has 2 active retirement plans on file. The largest is the Kone Inc. Employees' Retirement Plan, with 3,058 participants and $166 million in assets in 2024. Aon has been its administrator since 2020.

Active plans
2
Participants
5,660
Plan assets
$634 million
401(k) recordkeeper
Fidelity
Plans on file
2
Industry
Manufacturing

All 2 plans

Active plans first

Kone Inc. Employees' Retirement Plan

Cash balance pension, frozenActive

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

Plan number
001Employer EIN 36-2357423
Participants (2024)
3,058
Net assets (2024)
$166 million
Administered by
AonEarlier: Wells Fargo (2009–2019)
Plan administrator
Kone Retirement Committee
3333 Warrenville Road, Suite 700
Lisle, IL 60532
(630) 955-4500As filed for 2024
In effect since
May 18, 1962
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20243,058$166 millionAon
20232,998$168 millionAon
20222,907$159 millionAon
20212,769$190 millionAon
20202,745$172 millionAon
20193,329$177 millionWells Fargo
20183,265$154 millionWells Fargo
20173,186$160 millionWells Fargo
20163,090$143 millionWells Fargo
20153,377$134 millionWells Fargo
20143,221$141 millionWells Fargo
20133,128$132 millionWells Fargo
20123,057$127 millionWells Fargo
20103,062$90.4 millionWells Fargo
20093,077$80.0 millionWells Fargo

Kone Inc. Employee Savings Plan

401(k)Active

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

Plan number
004Employer EIN 36-2357423
Participants (2024)
2,602
Net assets (2024)
$467 million
Recordkeeper
Fidelity2009–2024
Plan administrator
Kone Inc.
3333 Warrenville RD, Ste. 700
Lisle, IL 60532
(630) 955-4500As filed for 2024
In effect since
July 1, 1984
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20242,602$467 millionFidelity
20232,511$420 millionFidelity
20222,466$372 millionFidelity
20212,398$448 millionFidelity
20202,367$385 millionFidelity
20192,454$332 millionFidelity
20182,486$266 millionFidelity
20172,419$278 millionFidelity
20162,334$231 millionFidelity
20152,162$208 millionFidelity
20142,075$201 millionFidelity
20131,839$187 millionFidelity
20121,776$153 millionFidelity
20111,810$134 millionFidelity
20101,798$134 millionFidelity
20091,882$115 millionFidelity

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the Kone Inc. Employee 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.
  2. Or call the plan administrator listed on the plan below ((630) 955-4500). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. 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

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

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