Metallus 401(k) and pension plans

Metallus Inc., Canton, OH. EIN 46-4024951. Annual reports 2014–2024. Also filed as Timkensteel Corporation.

Metallus Inc. has 4 active retirement plans on file. The largest is the Metallus Inc. Bargaining Unit Pension Plan, with 2,177 participants and $387 million in assets in 2024.

Active plans
4
Participants
4,584
Plan assets
$749 million
401(k) recordkeeper
Merrill
Plans on file
6
Industry
Manufacturing

All 6 plans

Active plans first

Metallus Inc. Bargaining Unit Pension Plan

Pension (defined benefit), frozenActive

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

Plan number
002Employer EIN 46-4024951
Participants (2024)
2,177
Net assets (2024)
$387 million
Last listed administrator
Findley Davis2015
Plan administrator
Metallus Inc.
1835 Dueber Avenue SW
Canton, OH 44706
(330) 471-7000As filed for 2024
In effect since
May 1, 2014

Earlier sponsor: Timkensteel Corporation (2014–2022).

Earlier plan names: Timkensteel Corporation Bargaining Unit Pension Plan.

Year by year, 2014 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20242,177$387 millionnot listed
20232,227$359 millionnot listed
20222,301$353 millionnot listed
20214,410$862 millionnot listed
20204,515$884 millionnot listed
20194,607$817 millionnot listed
20184,617$749 millionnot listed
20174,435$832 millionnot listed
20164,526$791 millionnot listed
20154,550$793 millionFindley Davis
20144,573$851 millionnot listed

Metallus Inc. Voluntary Investment Pension Plan

401(k) with ESOPActive

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

Plan number
004Employer EIN 46-4024951
Participants (2024)
1,456
Net assets (2024)
$141 million
Recordkeeper
MerrillEarlier: Empower (2014–2018)
Plan administrator
Metallus Inc.
1835 Dueber Ave, SW
Canton, OH 44706
(330) 438-3000As filed for 2024
In effect since
July 1, 2014

Plans merged into this one: Timken Latrobe Steel Voluntary Investment Program (2014); Timkensteel Corporation Bargaining Savings and Investment Pension Plan (2021).

Earlier sponsor: Timkensteel Corporation (2014–2022).

Earlier plan names: Timkensteel Corporation Voluntary Investment Pension Plan.

Year by year, 2014 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20241,456$141 millionMerrill
20231,394$133 millionMerrill
20221,434$121 millionMerrill
20211,497$158 millionMerrill
20201,597$139 millionMerrill
20191,832$145 millionMerrill
20181,889$128 millionEmpower
20171,927$151 millionEmpower
20161,853$137 millionEmpower
20151,918$117 millionEmpower
20142,021$135 millionEmpower

Metallus Inc. Savings and Investment Pension Plan

401(k) with ESOPActive

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

Plan number
003Employer EIN 46-4024951
Participants (2024)
937
Net assets (2024)
$219 million
Recordkeeper
MerrillEarlier: Empower (2014–2018)
Plan administrator
Metallus Inc.
1835 Dueber Ave, SW
Canton, OH 44706
(330) 438-3000As filed for 2024
In effect since
July 1, 2014

Plans merged into this one: The Oh&r Investment Plan (2014); Timkensteel Corporation Retirement Plan (2024).

Earlier sponsor: Timkensteel Corporation (2014–2022).

Earlier plan names: Timkensteel Corporation Savings and Investment Pension Plan.

Year by year, 2014 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024937$219 millionMerrill
2023931$203 millionMerrill
2022922$196 millionMerrill
2021969$277 millionMerrill
20201,047$273 millionMerrill
20191,316$290 millionMerrill
20181,363$261 millionEmpower
20171,313$301 millionEmpower
20161,286$267 millionEmpower
20151,445$246 millionEmpower
20141,531$292 millionEmpower

Metallus Inc. Savings Plan for Certain Bargaining Ees

401(k) with ESOPActive

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

Plan number
007Employer EIN 46-4024951
Participants (2024)
14
Net assets (2024)
$2.2 million
Plan administrator
Metallus Inc.
1835 Dueber Ave, SW
Canton, OH 44706
(330) 438-3000As filed for 2024
In effect since
July 1, 2014

Earlier sponsor: Timkensteel Corporation (2014–2022).

Earlier plan names: Timkensteel Corporation Savings Plan for Certain Bargaining Employees; Timkensteel Corporation Savings Plan for Certain Bargaining Ees.

Year by year, 2014 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202414$2.2 millionnot listed
202315$2.0 millionnot listed
202218$1.8 millionnot listed
202118$2.1 millionnot listed
202021$2.0 millionnot listed
201943$2.1 millionnot listed
201838$1.7 millionnot listed
201740$1.8 millionnot listed
201643$1.6 millionnot listed
201549$1.5 millionnot listed
201454$1.6 millionnot listed

Timkensteel Corporation Retirement Plan

Pension (defined benefit), frozenMergedUnion (multiemployer)

Merged. In 2024 its assets moved to the Metallus Inc. Savings and Investment Pension Plan, sponsored by Metallus Inc. (EIN 46-4024951, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number
001Employer EIN 46-4024951
Participants (2023)
1,277
Net assets (2023)
$129 million
Plan administrator
Timkensteel Corporation
1835 Dueber Avenue SW
Canton, OH 44706
(330) 471-7000As filed for 2024
In effect since
May 1, 2014
Year by year, 2014 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20240$0not listed
20231,277$129 millionnot listed
20221,317$138 millionnot listed
20211,398$205 millionnot listed
20201,471$243 millionnot listed
20191,546$243 millionnot listed
20181,573$223 millionnot listed
20171,631$263 millionnot listed
20161,682$261 millionnot listed
20151,690$273 millionnot listed
20141,746$296 millionnot listed

Timkensteel Corporation Bargaining Savings and Investment Pension Plan

401(k) with ESOPMerged

Merged. In 2021 its assets moved to the Timkensteel Corporation Voluntary Investment Pension Plan, sponsored by Metallus Inc. (EIN 46-4024951, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number
009Employer EIN 46-4024951
Participants (2020)
89
Net assets (2020)
$531,098
Recordkeeper
Merrill2020
Plan administrator
Timkensteel Corporation
1835 Dueber Ave, SW
Canton, OH 44706
(330) 471-7000As filed for 2021
In effect since
January 1, 2018
Year by year, 2018 to 2021
Plan yearParticipantsNet assetsRecordkeeper
20210$0not listed
202089$531,098Merrill
2019208$582,013not listed
2018194$144,692not listed

If you had money in one of these plans

  1. Call Merrill (benefits.ml.com), which runs the Metallus Inc. Voluntary Investment Pension 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 ((330) 471-7000). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. 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.
  4. 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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