Siemens Energy 401(k) and pension plans

Siemens Energy, Inc., Orlando, FL. EIN 13-3987280. Annual reports 2009–2025. Also filed as Siemens Energy Inc.

Siemens Energy, Inc. has 2 active retirement plans on file. The largest is the Siemens Energy, Inc. Savings Plan, with 15,868 participants and $4.5 billion in assets in 2025. Alight has been its recordkeeper since 2020.

Active plans: 2
Participants: 23,250
Plan assets: $5.1 billion
401(k) recordkeeper: Alight
Plans on file: 3
Industry: Utilities

All 3 plans

Active plans first

Siemens Energy, Inc. Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 021Employer EIN 13-3987280
Participants (2025): 15,868
Net assets (2025): $4.5 billion
Recordkeeper: Alight2020–2025
Plan administrator: Benefits Committee of Siemens Energy, Inc.
4400 N. Alafaya Trail
Orlando, FL 32826
(407) 736-2000As filed for 2025
In effect since: September 28, 2020

Plans merged into this one: Siemens Savings Plan for Union Employees (2021).

Year by year, 2020 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	15,868	$4.5 billion	Alight
2024	15,538	$3.9 billion	Alight
2023	14,706	$3.5 billion	Alight
2022	13,968	$3.1 billion	Alight
2021	13,643	$3.7 billion	Alight
2020	13,874	$3.3 billion	Alight

Siemens Energy, Inc. Pension Plan

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 022Employer EIN 13-3987280
Participants (2025): 7,382
Net assets (2025): $534 million
Administered by: Alight2024–2025
Plan administrator: Benefits Committee of Siemens Energy, Inc.
4400 N. Alafaya Trail
Orlando, FL 32826
(407) 736-2000As filed for 2025
In effect since: September 28, 2020

Plans merged into this one: Siemens Pension Plan for Union Employees (2021).

Year by year, 2021 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	7,382	$534 million	Alight
2024	7,638	$527 million	Alight
2023	7,978	$558 million	not listed
2022	8,223	$554 million	not listed
2021	8,519	$726 million	not listed

Jackson Retirement Plan

Pension (defined benefit)Merged

Merged. In 2010 its assets moved to the Siemens Pension Plan for Union Employees, sponsored by Siemens Corporation (EIN 13-2623356, plan 028). Accounts moved with them, so that plan is the one to contact.

Plan number: 009Employer EIN 13-3987280
Participants (2009): 436
Net assets (2009): $20.1 million
Plan administrator: Siemens Energy Inc.
4400 Alafaya Trail
Orlando, FL 32826
(919) 365-2326As filed for 2010
In effect since: January 1, 1974

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	0	$0	not listed
2009	436	$20.1 million	not listed

If you had money in one of these plans

Call Alight (alight.com), which runs the Siemens Energy, Inc. 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 ((407) 736-2000). That number was filed for 2025; 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.