Regal Rexnord 401(k) and retirement plans

Regal Rexnord Corporation, Milwaukee, WI. EIN 39-0875718. Annual reports 2009–2024. Also filed as Altra Industrial Motion, Inc.; Altra Industrial Motion Corp.; Altra Industrial Motion Corp; Regal Beloit Corporation.

Regal Rexnord Corporation has 2 active retirement plans on file. The largest is the Regal Rexnord Retirement Savings Plan, with 6,814 participants and $656 million in assets in 2024. Empower has been its recordkeeper since 2021. No traditional pension plan appears in Regal Rexnord's filings since 2009.

Active plans: 2
Participants: 10,876
Plan assets: $961 million
401(k) recordkeeper: Empower
Plans on file: 3
Industry: Manufacturing

All 3 plans

Active plans first

Regal Rexnord Retirement Savings Plan

401(k)Active

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

Plan number: 008Employer EIN 39-0875718
Participants (2024): 6,814
Net assets (2024): $656 million
Recordkeeper: EmpowerEarlier: Principal (2020), Wells Fargo (2010–2019), Marshall & Ilsley Trust (2009)
Plan administrator: Regal Rexnord Corporation
111 West Michigan Street
Milwaukee, WI 53203
(608) 364-8800As filed for 2024
In effect since: July 1, 1988

Plans merged into this one: A O Smith Corporation Savings Plan (2012); Regal Power Transmission Solutions 401(k) Plan (2019).

Earlier sponsor: Regal Beloit Corporation (2009–2020).

Earlier plan names: Regal Beloit Corporation Retirement Savings Plan; Regal Beloit Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,814	$656 million	Empower
2023	7,051	$634 million	Empower
2022	6,998	$577 million	Empower
2021	6,864	$698 million	Empower
2020	4,829	$447 million	Principal
2019	4,774	$396 million	Wells Fargo
2018	5,571	$400 million	Wells Fargo
2017	5,393	$429 million	Wells Fargo
2016	5,173	$386 million	Wells Fargo
2015	5,536	$377 million	Wells Fargo
2014	5,983	$401 million	Wells Fargo
2013	5,620	$385 million	Wells Fargo
2012	6,644	$343 million	Wells Fargo
2011	6,749	$286 million	Wells Fargo
2010	6,697	$189 million	Wells Fargo
2009	4,598	$169 million	Marshall & Ilsley Trust

Regal Rexnord 401(k) Plan

401(k)Active

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

Plan number: 009Employer EIN 39-0875718
Participants (2024): 4,062
Net assets (2024): $305 million
Recordkeeper: EmpowerEarlier: Fidelity (2010–2023), Benefit Plans Admin Services (2009)
Plan administrator: Regal Rexnord Corporation
111 West Michigan Street
Milwaukee, WI 53203
(608) 364-8800As filed for 2024
In effect since: January 1, 2004

Plans merged into this one: Warner Electric Holdings, LLC Wichita Falls Division 401(k) Plan (2010); Ameridrives International, LLC Union 401(k) Plan (2010); Warner Electric Holdings, LLC Formsprag Division 401(k) Plan (2010); TB Wood'S, Inc. 401(k) Savings Plan (2023).

Earlier sponsor: Altra Industrial Motion, Inc. (2009–2023).

Earlier plan names: Altra Industrial Motion, Inc. 401K Savings Plan; Altra Industrial Motion, Inc. 401(k) Savings Plan; Altra Industrial Motion Corp. 401(k) Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,062	$305 million	Empower
2023	3,867	$286 million	Fidelity
2022	3,926	$262 million	Fidelity
2021	3,862	$306 million	Fidelity
2020	3,620	$257 million	Fidelity
2019	3,485	$205 million	Fidelity
2018	3,564	$146 million	Fidelity
2017	1,597	$128 million	Fidelity
2016	1,534	$111 million	Fidelity
2015	1,137	$87.3 million	Fidelity
2014	1,191	$89.4 million	Fidelity
2013	1,148	$85.9 million	Fidelity
2012	1,144	$70.4 million	Fidelity
2011	1,147	$59.3 million	Fidelity
2010	1,156	$56.6 million	Fidelity
2009	1,765	$68.4 million	Benefit Plans Admin Services

Regal Power Transmission Solutions 401(k) Plan

401(k)Merged

Merged. In 2019 its assets moved to the Regal Beloit Retirement Savings Plan, sponsored by Regal Rexnord Corporation (EIN 39-0875718, plan 008). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 39-0875718
Participants (2018): 1,005
Net assets (2018): $50.7 million
Recordkeeper: Wells Fargo2015–2019
Plan administrator: Regal Beloit Corporation
200 State Street
Beloit, WI 53511
(608) 361-7572As filed for 2019
In effect since: February 1, 2015

Year by year, 2015 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	Wells Fargo
2018	1,005	$50.7 million	Wells Fargo
2017	1,073	$57.8 million	Wells Fargo
2016	1,150	$48.9 million	Wells Fargo
2015	1,331	$40.5 million	Wells Fargo

If you had money in one of these plans

Call Empower (empower.com), which runs the Regal Rexnord Retirement 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 ((608) 364-8800). 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.