Nibco 401(k) and retirement plans

Nibco Inc., Elkhart, IN. EIN 35-0552560. Annual reports 2009–2024. Also filed as Nibco, Inc.

Nibco Inc. has 2 active retirement plans on file. The largest is the Nibco Inc. Employee Stock Ownership Plan, with 2,369 participants and $364 million in assets in 2024. Transition Finance Strategies has been its recordkeeper since 2022. No traditional pension plan appears in Nibco's filings since 2009.

Active plans
2
Participants
3,733
Plan assets
$508 million
401(k) recordkeeper
Transition Finance Strategies
Plans on file
2
Industry
Manufacturing

All 2 plans

Active plans first

Nibco Inc. Employee Stock Ownership Plan

Employee stock ownership plan (ESOP)Active

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

Plan number
006Employer EIN 35-0552560
Participants (2024)
2,369
Net assets (2024)
$364 million
Recordkeeper
Transition Finance StrategiesEarlier: Principal (2013–2021), Principal Insurance (2012)
Plan administrator
Nibco Inc.
1516 Middlebury ST
Elkhart, IN 46516
(574) 295-3324As filed for 2024
In effect since
January 1, 2004
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20242,369$364 millionTransition Finance Strategies
20232,095$350 millionTransition Finance Strategies
20222,051$293 millionTransition Finance Strategies
20211,944$289 millionPrincipal
20201,858$194 millionPrincipal
20191,825$164 millionPrincipal
20181,815$139 millionPrincipal
20171,980$151 millionnot listed
20161,814$165 millionPrincipal
20151,725$145 millionPrincipal
20141,757$141 millionPrincipal
20131,768$146 millionPrincipal
20121,809$119 millionPrincipal Insurance
20112,041$102 millionnot listed
20102,155$88.3 millionnot listed
20092,269$78.8 millionnot listed

Nibco Inc. Profit Sharing & 401(k) Savings Plan

401(k)Active

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

Plan number
005Employer EIN 35-0552560
Participants (2024)
1,364
Net assets (2024)
$145 million
Recordkeeper
VanguardEarlier: Principal (2009–2021)
Plan administrator
Nibco Inc.
1516 Middlebury ST
Elkhart, IN 46516
(574) 295-3324As filed for 2024
In effect since
January 1, 2016
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20241,364$145 millionVanguard
20231,214$126 millionVanguard
20221,885$113 millionVanguard
20211,722$148 millionPrincipal
20201,783$136 millionPrincipal
20191,799$126 millionPrincipal
20181,835$115 millionPrincipal
20171,835$125 millionPrincipal
20161,863$117 millionPrincipal
20151,804$115 millionPrincipal
20141,772$126 millionPrincipal
20131,791$130 millionPrincipal
20121,772$118 millionPrincipal
20111,848$116 millionPrincipal
20102,706$125 millionPrincipal
20092,837$121 millionPrincipal

If you had money in one of these plans

  1. Call Transition Finance Strategies, which runs the Nibco Inc. Employee Stock Ownership 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 ((574) 295-3324). 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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