R. R. Donnelley & Sons Company, Chicago, IL. EIN 36-1004130. Annual reports 2009–2024. Also filed as Esselte Corporation; R.R. Donnelley and Sons Company; Edgar Online, Inc.; R.R. Donnelley Financial, Inc.
R. R. Donnelley & Sons Company has 2 active retirement plans on file. The largest is the RR Donnelley Savings Plan, with 19,519 participants and $1.4 billion in assets in 2024. Fidelity has been its recordkeeper since 2023.
Earlier sponsors: Edgar Online, Inc. (2009–2011); R.R. Donnelley Financial, Inc. (2012–2013); R.R. Donnelley and Sons Company (2014); Donnelley Financial, LLC (2019).
Earlier plan names: Edgar Online, Inc. 401K Savings Plan; Edgar Online, Inc. 401(k) Savings Plan; Bowne Pension Plan; Donnelley Financial Savings Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
9,912
$337 million
Milliman
2023
10,332
$339 million
Milliman
2022
10,627
$337 million
Milliman
2021
13,636
$474 million
Milliman
2020
13,968
$641 million
Milliman
2019
6,407
$458 million
Empower
2018
14,654
$572 million
Milliman
2017
15,011
$505 million
Alight
2016
15,457
$542 million
not listed
2015
15,678
$491 million
not listed
2014
53,643
$3.0 billion
not listed
2013
66,959
$3.2 billion
not listed
2012
147
$7.5 million
Voya
2011
236
$7.8 million
Voya
2010
151
$7.3 million
Voya
2009
127
$6.0 million
not listed
Esselte Group U.S. Retirement Savings Plan
401(k)Merged
Merged. In 2014 its assets moved to the RR Donnelley Savings Plan, sponsored by R. R. Donnelley & Sons Company (EIN 36-1004130, plan 003). Accounts moved with them, so that plan is the one to contact.
Plan number
021Employer EIN 36-1004130
Participants (2013)
1,010
Net assets (2013)
$63.3 million
Recordkeeper
New York Life Investment Management2009–2014
Plan administrator
R.R. Donnelley and Sons Company 35 W. Wacker Drive, Suite 3701 Chicago, IL 60601 (312) 326-8000As filed for 2014
In effect since
April 10, 1964
Earlier sponsor: Esselte Corporation (2009–2013).
Year by year, 2009 to 2014
Plan year
Participants
Net assets
Recordkeeper
2014
0
$0
New York Life Investment Management
2013
1,010
$63.3 million
New York Life Investment Management
2012
1,239
$59.1 million
New York Life Investment Management
2011
973
$52.8 million
New York Life Investment Management
2010
984
$53.6 million
New York Life Investment Management
2009
970
$47.8 million
New York Life Investment Management
Retirement Benefit Plan of R. R. Donnelley and Sons Company
Cash balance pensionMerged
Merged. In 2013 its assets moved to the Bowne Pension Plan, sponsored by R. R. Donnelley & Sons Company (EIN 13-2618477, plan 001). Accounts moved with them, so that plan is the one to contact.
Earlier sponsor: R.R. Donnelley & Sons Company (2009–2011).
Earlier plan names: Retirement Benefit Plan of R.R. Donnelley and Sons Company; Retirement Benefit Plan of R. R. Donnelley & Sons Company.
Year by year, 2009 to 2013
Plan year
Participants
Net assets
Recordkeeper
2013
0
$0
Alight
2012
44,697
$2.7 billion
Alight
2011
46,059
$2.0 billion
not listed
2010
40,059
$2.1 billion
not listed
2009
38,736
$1.7 billion
not listed
Haddon Craftsmen, Inc. Retirement Plan
Pension (defined benefit)Merged
Merged. In 2010 its assets moved to the Retirement Benefit Plan of R.R. Donnelley and Sons Company, sponsored by R. R. Donnelley & Sons Company (EIN 36-1004130, plan 001). Accounts moved with them, so that plan is the one to contact.
Plan number
006Employer EIN 36-1004130
Participants (2009)
534
Net assets (2009)
$7.2 million
Plan administrator
Benefits Committee C/O R.R. Donnelley & Sons Company 111 South Wacker Drive Chicago, IL 60606 (312) 326-7092As filed for 2010
In effect since
January 1, 1980
Year by year, 2009 to 2010
Plan year
Participants
Net assets
Recordkeeper
2010
0
$0
not listed
2009
534
$7.2 million
not listed
Merged Retirement Income Plan for Employees of R.R. Donnelley Printing Company, L.P.
Pension (defined benefit), frozenMerged
Merged. In 2009 its assets moved to the Retirement Benefit Plan of R.R. Donnelley and Sons Company, sponsored by R. R. Donnelley & Sons Company (EIN 36-1004130, plan 001). Accounts moved with them, so that plan is the one to contact.
Plan number
007Employer EIN 36-1004130
Administered by
Wells Fargo2009
Plan administrator
Benefits Committee C/O RR Donnelley & Sons Co 111 S Wacker DR Chicago, IL 60606 (312) 326-8000As filed for 2009
These plans once filed under R. R. Donnelley & Sons's tax ID and are now filed by another employer, usually after a sale or spin-off. Accounts moved with them.
If you had money in one of these plans
Call Fidelity (fidelity.com), which runs the RR Donnelley 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 ((630) 964-6363). 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.