Scott Fetzer 401(k) and pension plans

The Scott Fetzer Company, Westlake, OH. EIN 47-0691256. Annual reports 2009–2024.

The Scott Fetzer Company has one active retirement plan on file, the The Scott Fetzer Pension Plan, with 1,850 participants and $83.9 million in assets in 2024.

Active plans: 1
Participants: 1,850
Plan assets: $83.9 million
Plans on file: 3
Industry: Manufacturing

All 3 plans

Active plans first

The Scott Fetzer Pension Plan

Pension (defined benefit), frozenActive

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

Plan number: 098Employer EIN 47-0691256
Participants (2024): 1,850
Net assets (2024): $83.9 million
Last listed administrator: Keybank National AssociationEarlier: Victory Capital Management (2009)
Plan administrator: The Scott Fetzer Company
28800 Clemens Road
Westlake, OH 44145
(440) 892-3000As filed for 2024
In effect since: January 1, 1987

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,850	$83.9 million	not listed
2023	1,927	$78.3 million	not listed
2022	1,970	$74.2 million	not listed
2021	2,122	$104 million	not listed
2020	2,361	$114 million	not listed
2019	2,452	$111 million	Keybank National Association
2018	2,579	$97.4 million	Keybank National Association
2017	2,705	$129 million	Keybank National Association
2016	2,845	$119 million	Keybank National Association
2015	3,036	$123 million	Keybank National Association
2014	2,987	$131 million	Keybank National Association
2013	3,756	$150 million	Keybank National Association
2012	3,932	$127 million	not listed
2011	3,839	$112 million	not listed
2010	3,919	$116 million	not listed
2009	3,904	$110 million	Victory Capital Management

The Scott Fetzer Hourly Employee 401(k) Plan

401(k)Merged

Merged. In 2024 its assets moved to the Marmon Employees Retirement Plan, sponsored by Marmon Holdings, Inc (EIN 36-3104690, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 115Employer EIN 47-0691256
Participants (2023): 1,202
Net assets (2023): $12.0 million
Recordkeeper: PrincipalEarlier: Wells Fargo (2011–2019)
Plan administrator: The Scott Fetzer Company
28800 Clemens Road
Westlake, OH 44145
(440) 892-3000As filed for 2024
In effect since: July 1, 1997

Earlier plan names: The Scott Fetzer Hourly Employee 401(k) Plan and Trust.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$0	Principal
2023	1,202	$12.0 million	Principal
2022	1,287	$11.1 million	Principal
2021	1,103	$13.5 million	Principal
2020	1,079	$15.8 million	Principal
2019	1,137	$15.2 million	Wells Fargo
2018	1,246	$13.9 million	Wells Fargo
2017	1,347	$14.5 million	Wells Fargo
2016	1,609	$13.5 million	Wells Fargo
2015	1,661	$14.8 million	Wells Fargo
2014	2,128	$15.0 million	Wells Fargo
2013	1,419	$13.9 million	Wells Fargo
2012	1,414	$11.8 million	Wells Fargo
2011	1,473	$11.1 million	Wells Fargo
2010	1,484	$11.4 million	not listed
2009	1,498	$10.2 million	not listed

The Scott Fetzer Retirement Savings Plan

401(k)Merged

Merged. In 2024 its assets moved to the Marmon Employees Retirement Plan, sponsored by Marmon Holdings, Inc (EIN 36-3104690, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 096Employer EIN 47-0691256
Participants (2023): 1,307
Net assets (2023): $84.6 million
Recordkeeper: PrincipalEarlier: Wells Fargo (2009–2019)
Plan administrator: The Scott Fetzer Company
28800 Clemens Road
Westlake, OH 44145
(440) 892-3000As filed for 2024
In effect since: January 1, 1988

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$0	Principal
2023	1,307	$84.6 million	Principal
2022	1,498	$77.1 million	Principal
2021	1,267	$97.6 million	Principal
2020	1,305	$99.3 million	Principal
2019	1,322	$92.9 million	Wells Fargo
2018	1,414	$79.2 million	Wells Fargo
2017	1,595	$85.7 million	Wells Fargo
2016	1,684	$75.9 million	Wells Fargo
2015	2,098	$75.2 million	Wells Fargo
2014	2,472	$82.2 million	Wells Fargo
2013	2,111	$81.2 million	Wells Fargo
2012	1,846	$72.0 million	Wells Fargo
2011	1,970	$65.0 million	Wells Fargo
2010	1,835	$67.3 million	Wells Fargo
2009	1,779	$60.2 million	Wells Fargo

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((440) 892-3000). 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.

All 3 plans

The Scott Fetzer Pension Plan

The Scott Fetzer Hourly Employee 401(k) Plan

The Scott Fetzer Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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