Robert Bosch 401(k) and pension plans

Robert Bosch LLC, Broadview, IL. EIN 36-2903176. Annual reports 2009–2024.

Robert Bosch LLC has 3 active retirement plans on file. The largest is the Bosch Savings Incentive Plan, with 19,703 participants and $4.6 billion in assets in 2024. Fidelity has been its recordkeeper since 2017.

Active plans
3
Participants
38,156
Plan assets
$6.1 billion
401(k) recordkeeper
Fidelity
Plans on file
9
Industry
Wholesale trade

All 9 plans

Active plans first

Bosch Savings Incentive Plan

401(k)Active

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

Plan number
003Employer EIN 36-2903176
Participants (2024)
19,703
Net assets (2024)
$4.6 billion
Recordkeeper
FidelityEarlier: Mercer (2009–2016)
Plan administrator
Robert Bosch LLC
2800 S 25TH Ave
Broadview, IL 60155
(708) 865-5200As filed for 2024
In effect since
July 1, 1985

Plans merged into this one: Robert Bosch LLC - New Richmond Production Savings Plan (2016).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202419,703$4.6 billionFidelity
202320,334$4.1 billionFidelity
202219,631$3.4 billionFidelity
202118,972$4.1 billionFidelity
202018,569$3.6 billionFidelity
201918,711$3.3 billionFidelity
201819,184$2.7 billionFidelity
201718,406$2.5 billionFidelity
201616,986$2.1 billionMercer
201516,490$1.8 billionMercer
201416,435$1.8 billionMercer
201315,959$1.7 billionMercer
201215,086$1.4 billionMercer
201114,631$1.2 billionMercer
201014,203$1.2 billionMercer
200914,787$1.1 billionMercer

Bosch Pension Plan

Cash balance pension, frozenActive

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

Plan number
001Employer EIN 36-2903176
Participants (2024)
18,276
Net assets (2024)
$1.5 billion
Administered by
Telus Health2024
Plan administrator
Bosch Benefit Plans Committee
38000 Hills Tech Drive
Farmington Hills, MI 48331
(248) 553-9000As filed for 2024
In effect since
January 1, 1963

Plans merged into this one: Pension Plan for Discontinued Operations of Robert Bosch (2023); Bosch Braking Systems Pension Plan for Hourly Employees (2023); Robert Bosch Fuel Systems LLC Hourly-Rated Employees' Pension Plan (2023).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202418,276$1.5 billionTelus Health
202318,635$1.5 billionnot listed
202214,145$1.3 billionnot listed
202114,363$1.7 billionnot listed
202014,562$1.7 billionnot listed
201914,803$1.5 billionnot listed
201816,158$1.4 billionnot listed
201716,388$1.5 billionnot listed
201616,622$1.3 billionnot listed
201517,155$1.3 billionnot listed
201417,445$1.3 billionnot listed
201317,763$1.2 billionnot listed
201222,793$1.3 billionnot listed
201123,201$1.1 billionnot listed
201023,086$1.0 billionnot listed
200922,899$860 millionnot listed

Bosch Braking Systems Thrift Plan

401(k)Active

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

Plan number
005Employer EIN 36-2903176
Participants (2024)
177
Net assets (2024)
$7.6 million
Recordkeeper
FidelityEarlier: Mercer (2009–2016)
Plan administrator
Robert Bosch LLC
2800 S 25TH Ave
Broadview, IL 60155
(708) 865-5200As filed for 2024
In effect since
April 1, 1996

Plans merged into this one: Robert Bosch Defined Contribution Retirement Plan (2018).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024177$7.6 millionFidelity
2023173$7.3 millionnot listed
2022174$7.7 millionnot listed
2021180$10.0 millionFidelity
2020193$9.5 millionnot listed
2019195$8.4 millionnot listed
2018183$7.1 millionFidelity
2017193$7.7 millionnot listed
2016204$7.0 millionMercer
2015226$6.9 millionMercer
2014236$7.4 millionMercer
2013249$7.2 millionMercer
2012314$6.8 millionMercer
2011389$7.0 millionMercer
2010530$8.4 millionMercer
2009687$9.3 millionMercer

Pension Plan for Discontinued Operations of Robert Bosch

Cash balance pension, frozenMerged

Merged. In 2023 its assets moved to the Bosch Pension Plan, sponsored by Robert Bosch LLC (EIN 36-2903176, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number
010Employer EIN 36-2903176
Participants (2022)
2,161
Net assets (2022)
$57.5 million
Plan administrator
Bosch Benefit Plans Committee
38000 Hills Tech Drive
Farmington Hills, MI 48331
(248) 553-9000As filed for 2023
In effect since
May 1, 1988

Plans merged into this one: Robert Bosch Llc-New Richmond Production Hourly Retirement Plan (2020); Telex Communications, Inc. Employees Pension Plan (2010); Bosch Security Systems, Inc. Pension Plan for Hourly Employees (2017).

Year by year, 2009 to 2023
Plan yearParticipantsNet assetsRecordkeeper
20230$0not listed
20222,161$57.5 millionnot listed
20212,231$80.5 millionnot listed
20202,321$82.6 millionnot listed
20192,278$75.2 millionnot listed
20182,365$67.3 millionnot listed
20172,427$76.5 millionnot listed
20162,317$68.4 millionnot listed
20152,836$75.1 millionnot listed
20142,897$79.1 millionnot listed
20132,981$75.0 millionnot listed
20123,080$69.6 millionnot listed
20113,198$66.3 millionnot listed
20103,291$69.4 millionnot listed
20092,277$46.1 millionnot listed

Bosch Braking Systems Pension Plan for Hourly Employees

Pension (defined benefit), frozenMerged

Merged. In 2023 its assets moved to the Bosch Pension Plan, sponsored by Robert Bosch LLC (EIN 36-2903176, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number
006Employer EIN 36-2903176
Participants (2022)
1,779
Net assets (2022)
$146 million
Plan administrator
Bosch Benefit Plans Committee
38000 Hills Tech Drive
Farmington Hills, MI 48331
(248) 553-9000As filed for 2023
In effect since
April 1, 1996
Year by year, 2009 to 2023
Plan yearParticipantsNet assetsRecordkeeper
20230$0not listed
20221,779$146 millionnot listed
20211,796$199 millionnot listed
20201,822$202 millionnot listed
20191,845$191 millionnot listed
20181,862$170 millionnot listed
20171,878$191 millionnot listed
20161,895$180 millionnot listed
20152,132$184 millionnot listed
20142,144$196 millionnot listed
20132,152$189 millionnot listed
20122,167$173 millionnot listed
20112,179$160 millionnot listed
20102,180$162 millionnot listed
20092,228$138 millionnot listed

Robert Bosch Llc-New Richmond Production Hourly Retirement Plan

Pension (defined benefit), frozenMerged

Merged. In 2020 its assets moved to the Pension Plan for Discontinued Operations of Robert Bosch, sponsored by Robert Bosch LLC (EIN 36-2903176, plan 010). Accounts moved with them, so that plan is the one to contact.

Plan number
015Employer EIN 36-2903176
Participants (2019)
112
Net assets (2019)
$2.8 million
Plan administrator
Bosch Benefit Plans Committee
38000 Hills Tech Drive
Farmington Hills, MI 48331
(248) 553-9000As filed for 2020
In effect since
July 1, 2004

Earlier plan names: Robert Bosch LLC - New Richmond Production Hourly Retirement Plan.

Year by year, 2009 to 2020
Plan yearParticipantsNet assetsRecordkeeper
20200$0not listed
2019112$2.8 millionnot listed
2018112$2.5 millionnot listed
2017113$2.8 millionnot listed
2016111$2.4 millionnot listed
2015111$2.2 millionnot listed
2014111$2.2 millionnot listed
2013112$2.0 millionnot listed
2012114$1.6 millionnot listed
2011106$1.3 millionnot listed
2010110$1.1 millionnot listed
2009110$817,924not listed

Robert Bosch Defined Contribution Retirement Plan

Profit-sharing planMerged

Merged. In 2018 its assets moved to the Bosch Braking Systems Thrift Plan, sponsored by Robert Bosch LLC (EIN 36-2903176, plan 005). Accounts moved with them, so that plan is the one to contact.

Plan number
016Employer EIN 36-2903176
Participants (2017)
15,086
Net assets (2017)
$285 million
Last listed recordkeeper
Mercer2015
Plan administrator
Robert Bosch LLC
2800 South 25TH Ave
Broadview, IL 60155
(708) 865-5200As filed for 2018
In effect since
July 1, 2011
Year by year, 2011 to 2018
Plan yearParticipantsNet assetsRecordkeeper
20180$0not listed
201715,086$285 millionnot listed
201614,021$210 millionnot listed
201511,952$163 millionMercer
201411,495$133 millionnot listed
201310,911$93.7 millionnot listed
201211,312$51.7 millionnot listed
201110,098$14.8 millionnot listed

Robert Bosch LLC - New Richmond Production Savings Plan

401(k)MergedUnion (multiemployer)

Merged. In 2016 its assets moved to the Bosch Savings Incentive Plan, sponsored by Robert Bosch LLC (EIN 36-2903176, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number
014Employer EIN 36-2903176
Participants (2015)
102
Net assets (2015)
$8.9 million
Last listed recordkeeper
Mercer2009
Plan administrator
Robert Bosch LLC
2800 S 25TH Ave
Broadview, IL 60155
(708) 865-5200As filed for 2016
In effect since
July 1, 2004
Year by year, 2009 to 2016
Plan yearParticipantsNet assetsRecordkeeper
20160$0not listed
2015102$8.9 millionnot listed
2014101$9.1 millionnot listed
201392$8.6 millionnot listed
201292$7.2 millionnot listed
201188$6.9 millionnot listed
201093$7.3 millionnot listed
200996$6.2 millionMercer

Bosch Great Lakes Eglinton Pension Plan for Bargaining Unit Employees

Pension (defined benefit)Stopped filing

No annual report since the 2014 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number
017Employer EIN 36-2903176
Participants (2014)
34
Net assets (2014)
$304,741
Plan administrator
Robert Bosch LLC
2800 South 25TH Avenue
Broadview, IL 60155
(708) 865-5200As filed for 2014
In effect since
December 3, 2012
Year by year, 2012 to 2014
Plan yearParticipantsNet assetsRecordkeeper
201434$304,741not listed
201336$185,151not listed
201236$22,000not listed

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the Bosch Savings Incentive 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 ((708) 865-5200). 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. If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
  5. 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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