Pella 401(k) and retirement plans

Pella Corporation, Pella, IA. EIN 42-0497670. Annual reports 2009–2024.

Pella Corporation has one active retirement plan on file, the Pella Corporation 401(k) Savings Plan, with 12,418 participants and $1.2 billion in assets in 2024. Schwab has been its recordkeeper since 2009. No traditional pension plan appears in Pella's filings since 2009.

Active plans: 1
Participants: 12,418
Plan assets: $1.2 billion
401(k) recordkeeper: Schwab
Plans on file: 2
Industry: Manufacturing

All 2 plans

Active plans first

Pella Corporation 401(k) Savings Plan

401(k)Active

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

Plan number: 001Employer EIN 42-0497670
Participants (2024): 12,418
Net assets (2024): $1.2 billion
Recordkeeper: Schwab2009–2024
Plan administrator: Pella Corporation
102 Main Street
Pella, IA 50219
(641) 621-1000As filed for 2024
In effect since: December 1, 1952

Plans merged into this one: Pella Corporation 401(k) Plan (2022).

Earlier plan names: Pella Corporation Employees' Profit Sharing Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	12,418	$1.2 billion	Schwab
2023	13,325	$1.1 billion	Schwab
2022	11,593	$1.0 billion	Schwab
2021	10,743	$897 million	Schwab
2020	10,276	$1.0 billion	Schwab
2019	9,250	$949 million	Schwab
2018	8,521	$904 million	Schwab
2017	7,765	$809 million	Schwab
2016	7,038	$809 million	Schwab
2015	6,903	$717 million	Schwab
2014	7,257	$679 million	Schwab
2013	6,367	$682 million	Schwab
2012	6,393	$644 million	Schwab
2011	6,635	$570 million	Schwab
2010	5,031	$555 million	Schwab
2009	8,160	$569 million	Schwab

Pella Corporation 401(k) Plan

401(k)Merged

Merged. In 2022 its assets moved to the Pella Corporation Employees' Profit Sharing Plan, sponsored by Pella Corporation (EIN 42-0497670, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 42-0497670
Participants (2021): 2,817
Net assets (2021): $47.0 million
Recordkeeper: Schwab2017–2022
Plan administrator: Pella Corporation
102 Main Street
Pella, IA 50219
(641) 621-1000As filed for 2022
In effect since: January 1, 2017

Year by year, 2017 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	Schwab
2021	2,817	$47.0 million	Schwab
2020	2,648	$46.6 million	Schwab
2019	1,325	$31.3 million	Schwab
2018	716	$24.8 million	Schwab
2017	554	$19.7 million	Schwab

If you had money in one of these plans

Call Schwab (schwab.com), which runs the Pella Corporation 401(k) 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 ((641) 621-1000). That number was filed for 2024; 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.

All 2 plans

Pella Corporation 401(k) Savings Plan

Pella Corporation 401(k) Plan

If you had money in one of these plans

What these numbers are

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