Schaeffler Group USA 401(k) and pension plans

Schaeffler Group USA Inc., Fort Mill, SC. EIN 57-0517596. Annual reports 2009–2024. Also filed as Schaeffler Group USA, Inc.

Schaeffler Group USA Inc. has 2 active retirement plans on file. The largest is the Schaeffler Group USA Savings Retirement Plan, with 6,584 participants and $800 million in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans: 2
Participants: 9,037
Plan assets: $948 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Manufacturing

All 2 plans

Active plans first

Schaeffler Group USA Savings Retirement Plan

401(k)Active

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

Plan number: 003Employer EIN 57-0517596
Participants (2024): 6,584
Net assets (2024): $800 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Schaeffler Group USA Inc.
308 Springhill Farm RD
Fort Mill, SC 29715
(803) 547-7950As filed for 2024
In effect since: July 1, 1993

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,584	$800 million	Fidelity
2023	6,915	$716 million	Fidelity
2022	6,912	$600 million	Fidelity
2021	6,992	$720 million	Fidelity
2020	7,125	$641 million	Fidelity
2019	7,608	$607 million	Fidelity
2018	8,440	$490 million	Fidelity
2017	7,447	$505 million	Fidelity
2016	7,175	$418 million	Fidelity
2015	7,301	$374 million	Fidelity
2014	6,627	$357 million	Fidelity
2013	6,128	$327 million	Fidelity
2012	5,351	$264 million	Fidelity
2011	4,921	$224 million	Fidelity
2010	4,332	$218 million	Fidelity
2009	4,317	$188 million	Fidelity

Schaeffler Group USA Inc. Pension Plan

Pension (defined benefit), frozenActive

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

Plan number: 001Employer EIN 57-0517596
Participants (2024): 2,453
Net assets (2024): $147 million
Plan administrator: Schaeffler Group USA Inc.
308 Springhill Farm Road
Fort Mill, SC 29715
(803) 548-8500As filed for 2024
In effect since: July 1, 1972

Plans merged into this one: Employees' Retirement Plan of Fag Holding LLC (2017).

Earlier plan names: Retirement Plan for Employees of Ina USA Corporati on; Retirement Plan for Employees of Schaeffler Group USA Inc; Retirement Plan for Employees of Schaeffler Group USA Inc..

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,453	$147 million	not listed
2022	2,918	$171 million	not listed
2021	2,977	$183 million	not listed
2020	3,055	$247 million	not listed
2019	3,092	$256 million	not listed
2018	3,154	$242 million	not listed
2017	3,202	$220 million	not listed
2016	1,633	$58.5 million	not listed
2015	1,647	$57.7 million	not listed
2014	1,763	$65.7 million	not listed
2013	1,981	$61.7 million	not listed
2012	1,982	$52.9 million	not listed
2011	2,023	$48.8 million	not listed
2010	2,060	$47.3 million	not listed
2009	2,160	$39.5 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Schaeffler Group USA Savings Retirement 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 ((803) 547-7950). That number was filed for 2024; ask for the benefits or retirement plan office.
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

Schaeffler Group USA Savings Retirement Plan

Schaeffler Group USA Inc. Pension Plan

If you had money in one of these plans

What these numbers are

Other manufacturing employers in SC