Siemens 401(k) and pension plans

Siemens Corporation, Iselin, NJ. EIN 13-2623356. Annual reports 2009–2025.

Siemens Corporation has 2 active retirement plans on file. The largest is the Siemens Savings Plan, with 43,376 participants and $9.8 billion in assets in 2024.

Active plans
2
Participants
61,147
Plan assets
$11.2 billion
Plans on file
7
Industry
Holding companies

All 7 plans

Active plans first

Siemens Savings Plan

401(k)Active

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

Plan number
002Employer EIN 13-2623356
Participants (2024)
43,376
Net assets (2024)
$9.8 billion
Plan administrator
Siemens Corporation
200 Wood Avenue South, Suite 200
Iselin, NJ 08830
(732) 590-5366As filed for 2024
In effect since
January 1, 1980

Plans merged into this one: Dresser-Rand Company Retirement Savings Plan (2018); Mentor Graphics Individual Deferred Tax and Savings Plan (2020); Russelectric Inc. Retirement Plan (2020); Russelectric Inc. 401(k) Plan (2019).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202443,376$9.8 billionnot listed
202342,379$8.9 billionnot listed
202241,059$7.6 billionnot listed
202138,564$9.1 billionnot listed
202035,253$7.1 billionnot listed
201953,140$9.1 billionnot listed
201853,390$7.6 billionnot listed
201769,892$11.9 billionnot listed
201670,652$10.4 billionnot listed
201570,942$9.5 billionnot listed
201479,030$10.2 billionnot listed
201380,653$10.0 billionnot listed
201282,814$8.6 billionnot listed
201192,975$7.7 billionnot listed
201098,056$8.0 billionnot listed
2009100,353$6.9 billionnot listed

Siemens Pension Plan

Cash balance pensionActive

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

Plan number
001Employer EIN 13-2623356
Participants (2024)
17,771
Net assets (2024)
$1.4 billion
Plan administrator
Siemens Corporation
200 Wood Avenue South, Suite 200
Iselin, NJ 08830
(732) 590-5366As filed for 2024
In effect since
October 1, 1965

Plans merged into this one: Pension Plan for Employees of Dresser-Rand Company (2016); Siemens-Furnas Controls Restated Employees' Pension Plan (2009); Retirement Income Plan for Salaried Employees of Siemens Building Technologies, Inc. Landis Division (2009).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202417,771$1.4 billionnot listed
202318,827$1.5 billionnot listed
202219,460$1.5 billionnot listed
202117,185$2.0 billionnot listed
202017,664$1.9 billionnot listed
201924,114$2.2 billionnot listed
201824,775$1.9 billionnot listed
201553,061$3.0 billionnot listed
201455,569$3.5 billionnot listed
201357,772$3.3 billionnot listed
201259,311$3.5 billionnot listed
201162,768$3.2 billionnot listed
201064,948$3.8 billionnot listed
200968,632$3.3 billionnot listed

Siemens Corporation Savings Plan for Puerto Rico Employees

Defined contribution planClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2025, which means its assets were paid out or moved and it no longer exists.

Plan number
024Employer EIN 13-2623356
Participants (2024)
30
Net assets (2024)
$3.2 million
Plan administrator
Siemens Corporation
200 Wood Avenue South, Suite 200
Iselin, NJ 08830
(732) 590-5366As filed for 2025
In effect since
May 1, 1997
Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20250$0not listed
202430$3.2 millionnot listed
202331$3.1 millionnot listed
202230$2.6 millionnot listed
202130$3.0 millionnot listed
202030$2.5 millionnot listed
201935$2.6 millionnot listed
201856$2.2 millionnot listed
201781$9.7 millionnot listed
201675$9.2 millionnot listed
201582$8.9 millionnot listed
201477$9.0 millionnot listed
201398$8.5 millionnot listed
201295$7.2 millionnot listed
2011152$6.5 millionnot listed
2010183$8.4 millionnot listed
2009167$7.6 millionnot listed

Siemens Savings Plan for Union Employees

401(k)Merged

Merged. In 2021 its assets moved to the Siemens Energy, Inc. Savings Plan, sponsored by Siemens Energy, Inc. (EIN 13-3987280, plan 021). Accounts moved with them, so that plan is the one to contact.

Plan number
016Employer EIN 13-2623356
Participants (2020)
1,184
Net assets (2020)
$72.3 million
Plan administrator
Siemens Corporation
200 Wood Avenue South, Suite 200
Iselin, NJ 08830
(732) 590-5366As filed for 2021
In effect since
January 29, 1993

Plans merged into this one: Dresser-Rand Company RETIREMENT-401(k) Plan (2018).

Year by year, 2009 to 2021
Plan yearParticipantsNet assetsRecordkeeper
20210$0not listed
20201,184$72.3 millionnot listed
20193,047$194 millionnot listed
20183,043$175 millionnot listed
20172,577$205 millionnot listed
20162,669$181 millionnot listed
20152,698$169 millionnot listed
20142,916$154 millionnot listed
20132,795$152 millionnot listed
20122,919$134 millionnot listed
20113,182$120 millionnot listed
20104,391$176 millionnot listed
20094,463$157 millionnot listed

Siemens Pension Plan for Union Employees

Cash balance pensionMerged

Merged. In 2021 its assets moved to the Siemens Energy Inc. Pension Plan, sponsored by Siemens Energy, Inc. (EIN 13-3987280, plan 022). Accounts moved with them, so that plan is the one to contact.

Plan number
028Employer EIN 13-2623356
Participants (2020)
2,779
Net assets (2020)
$154 million
Plan administrator
Siemens Corporation
200 Wood Avenue South, Suite 200
Iselin, NJ 08830
(732) 590-5366As filed for 2021
In effect since
January 1, 2001

Plans merged into this one: Osram Sylvania Inc. Pension Plan for Union Hourly Employees (2010); Jackson Retirement Plan (2010); Electrical Products Distributor Group Union Retirement Plan (2010).

Year by year, 2009 to 2021
Plan yearParticipantsNet assetsRecordkeeper
20210$0not listed
20202,779$154 millionnot listed
20196,667$401 millionnot listed
20186,895$357 millionnot listed
20167,178$331 millionnot listed
20154,082$188 millionnot listed
20144,216$207 millionnot listed
20134,359$200 millionnot listed
20124,489$209 millionnot listed
20104,937$375 millionnot listed
20091,690$53.1 millionnot listed

Retirement Plan for Salaried Employees of Osram Sylvania Puerto Rico Corporation

Pension (defined benefit)Stopped filing

No annual report since the 2010 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
021Employer EIN 13-2623356
Participants (2010)
70
Net assets (2010)
$3.4 million
Plan administrator
Siemens Corporation
170 Wood Avenue South
Iselin, NJ 08830
(732) 603-5821As filed for 2010
In effect since
January 29, 1993
Year by year, 2009 to 2010
Plan yearParticipantsNet assetsRecordkeeper
201070$3.4 millionnot listed
200970$3.1 millionnot listed

Osram Sylvania Inc. Pension Plan for Union Hourly Employees

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
019Employer EIN 13-2623356
Participants (2009)
3,175
Net assets (2009)
$189 million
Plan administrator
Siemens Corporation
170 Wood Avenue South
Iselin, NJ 08830
(732) 603-5821As filed for 2010
In effect since
January 29, 1993
Year by year, 2009 to 2010
Plan yearParticipantsNet assetsRecordkeeper
20100$0not listed
20093,175$189 millionnot listed

Plans that moved to another employer

PlanNow sponsored bySince
Siemens Healthcare Diagnostics Inc. Puerto Rico Pension PlanSiemens Medical Solutions USA, Inc.2018

These plans once filed under Siemens's tax ID and are now filed by another employer, usually after a sale or spin-off. Accounts moved with them.

If you had money in one of these plans

  1. Or call the plan administrator listed on the plan below ((732) 590-5366). That number was filed for 2024; ask for the benefits or retirement plan office.
  2. 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.
  3. 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.
  4. 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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