Rolls Royce 401(k) and pension plans

Rolls Royce N.A. Inc., Reston, VA. EIN 54-1967187. Annual reports 2009–2024. Also filed as Rolls-Royce N.A. Inc.; Rolls-Royce Corporation; Rolls-Royce North America, Inc.

Rolls Royce N.A. Inc. has 3 active retirement plans on file. The largest is the Rolls Royce North America 401(k) Savings Plan, with 6,193 participants and $1.9 billion in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans: 3
Participants: 9,577
Plan assets: $2.5 billion
401(k) recordkeeper: Fidelity
Plans on file: 5
Industry: Manufacturing

All 5 plans

Active plans first

Rolls Royce North America 401(k) Savings Plan

401(k)Active

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

Plan number: 002Employer EIN 54-1967187
Participants (2024): 6,193
Net assets (2024): $1.9 billion
Recordkeeper: Fidelity2009–2024
Plan administrator: Rolls Royce N.A. Inc.
1900 Reston Metro Plaza, Suite 400
Reston, VA 20190
(703) 621-2741As filed for 2024
In effect since: December 1, 1993

Plans merged into this one: Rolls-Royce North America Money Purchase Pension Plan (2021); Mtu America 401(k) Plan (2022).

Earlier plan names: Rolls-Royce North America 401(k) Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,193	$1.9 billion	Fidelity
2023	6,328	$1.7 billion	Fidelity
2022	5,061	$1.5 billion	Fidelity
2021	4,954	$1.7 billion	Fidelity
2020	5,326	$1.5 billion	Fidelity
2019	5,736	$1.3 billion	Fidelity
2018	5,775	$1.1 billion	Fidelity
2017	5,736	$1.1 billion	Fidelity
2016	5,670	$962 million	Fidelity
2015	6,205	$908 million	not listed
2014	6,181	$940 million	not listed
2013	6,380	$912 million	not listed
2012	6,597	$762 million	not listed
2011	6,072	$657 million	Fidelity
2009	5,595	$507 million	Fidelity

Rolls-Royce Corporation Hourly-Rate Employees Pension Plan

Pension (defined benefit)Active

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

Plan number: 004Employer EIN 35-1899021
Participants (2024): 2,353
Net assets (2024): $355 million
Administered by: AlightEarlier: Fidelity (2014–2015)
Plan administrator: Rolls-Royce North America, Inc.
1875 Explorer Street, Suite 200
Reston, VA 20190
(703) 834-1700As filed for 2024
In effect since: January 1, 1994

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,353	$355 million	Alight
2023	2,394	$370 million	Alight
2022	2,444	$357 million	Alight
2021	2,536	$492 million	Alight
2020	2,577	$504 million	Alight
2019	2,585	$448 million	not listed
2018	2,603	$388 million	not listed
2017	2,620	$426 million	not listed
2016	2,631	$393 million	not listed
2015	2,658	$378 million	Fidelity
2014	2,683	$378 million	Fidelity
2013	2,709	$325 million	not listed
2012	2,710	$344 million	not listed
2011	2,726	$303 million	not listed
2010	2,748	$269 million	not listed
2009	2,750	$235 million	not listed

Rolls-Royce Corporation Personal Savings Plan for Hourly-Rate Employees

401(k)Active

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

Plan number: 002Employer EIN 35-1899021
Participants (2024): 1,031
Net assets (2024): $239 million
Recordkeeper: Fidelity2011–2024
Plan administrator: Rolls-Royce Corporation
1900 Reston Metro Plaza, Suite 400
Reston, VA 20190
(703) 488-8566As filed for 2024
In effect since: December 1, 1993

Year by year, 2011 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,031	$239 million	Fidelity
2023	1,078	$221 million	Fidelity
2022	1,135	$201 million	Fidelity
2021	1,154	$246 million	Fidelity
2020	1,234	$232 million	Fidelity
2019	1,254	$204 million	Fidelity
2018	1,261	$172 million	Fidelity
2017	1,281	$184 million	Fidelity
2016	1,345	$166 million	Fidelity
2015	1,589	$161 million	Fidelity
2014	1,776	$171 million	Fidelity
2013	1,830	$162 million	Fidelity
2012	1,910	$144 million	Fidelity
2011	1,910	$127 million	Fidelity

Retirement Plan for Rolls-Royce North America

Cash balance pension, frozenClosed

Closed. The plan filed its final annual report for 2023, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 54-1967187
Participants (2021): 2,117
Net assets (2021): $359 million
Administered by: AlightEarlier: Fidelity (2014–2015)
Plan administrator: Rolls-Royce North America, Inc.
1900 Reston Metro Plaza, Suite 400
Reston, VA 20190
(703) 834-1700As filed for 2023
In effect since: January 1, 1958

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	not listed
2022	0	$851,733	Alight
2021	2,117	$359 million	Alight
2020	2,313	$387 million	Alight
2019	2,564	$368 million	not listed
2018	2,670	$323 million	not listed
2017	2,777	$343 million	not listed
2016	2,876	$316 million	not listed
2015	3,045	$303 million	Fidelity
2014	3,198	$304 million	Fidelity
2013	3,529	$273 million	not listed
2012	3,589	$279 million	not listed
2011	3,643	$242 million	not listed
2010	3,718	$212 million	not listed
2009	3,762	$179 million	not listed

Rolls-Royce North America Money Purchase Pension Plan

Money purchase pensionMerged

Merged. In 2021 its assets moved to the Rolls Royce North America 401(k) Savings Plan, sponsored by Rolls Royce N.A. Inc. (EIN 54-1967187, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 54-1967187
Participants (2020): 87
Net assets (2020): $30.6 million
Last listed recordkeeper: Fidelity2009–2019
Plan administrator: Rolls-Royce N.A. Inc.
1900 Reston Metro Plaza, Suite 400
Reston, VA 20190
(703) 621-2741As filed for 2021
In effect since: December 1, 1993

Year by year, 2009 to 2021

Plan year	Participants	Net assets	Recordkeeper
2021	0	$0	not listed
2020	87	$30.6 million	not listed
2019	92	$29.7 million	Fidelity
2018	905	$50.8 million	Fidelity
2017	947	$56.2 million	Fidelity
2016	974	$49.9 million	Fidelity
2015	1,060	$51.4 million	Fidelity
2014	1,170	$60.0 million	Fidelity
2013	1,259	$59.7 million	Fidelity
2012	1,376	$56.2 million	Fidelity
2011	1,451	$52.5 million	Fidelity
2009	1,574	$47.9 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Rolls Royce North America 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 ((703) 621-2741). 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.
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.
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 5 plans

Rolls Royce North America 401(k) Savings Plan

Rolls-Royce Corporation Hourly-Rate Employees Pension Plan

Rolls-Royce Corporation Personal Savings Plan for Hourly-Rate Employees

Retirement Plan for Rolls-Royce North America

Rolls-Royce North America Money Purchase Pension Plan

If you had money in one of these plans

What these numbers are

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