Smiths Group Services 401(k) and pension plans

Smiths Group Services Corporation, Washington, DC. EIN 22-3015350. Annual reports 2009–2024.

Smiths Group Services Corporation has 2 active retirement plans on file. The largest is the Smiths Group Incentive Savings Plan, with 9,037 participants and $1.0 billion in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans: 2
Participants: 12,492
Plan assets: $1.2 billion
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Manufacturing

All 3 plans

Active plans first

Smiths Group Incentive Savings Plan

401(k)Active

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

Plan number: 002Employer EIN 22-3015350
Participants (2024): 9,037
Net assets (2024): $1.0 billion
Recordkeeper: Fidelity2009–2024
Plan administrator: Smiths Group Services Corporation
25 Massachusetts Avenue NW, Suite 120
Washington, DC 20001
(800) 835-5095As filed for 2024
In effect since: March 1, 1986

Plans merged into this one: Smiths Group Incentive Savings Plan for Union Employees (2017).

Earlier plan names: Smiths Industries, Inc. Incentive Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	9,037	$1.0 billion	Fidelity
2023	7,617	$923 million	Fidelity
2022	8,690	$824 million	Fidelity
2021	8,804	$1.3 billion	Fidelity
2020	8,713	$1.2 billion	Fidelity
2019	9,167	$1.1 billion	Fidelity
2018	9,165	$897 million	Fidelity
2017	8,943	$1.0 billion	Fidelity
2016	9,636	$867 million	Fidelity
2015	10,138	$820 million	Fidelity
2014	10,349	$857 million	Fidelity
2013	10,596	$833 million	Fidelity
2012	10,359	$711 million	Fidelity
2011	10,742	$633 million	Fidelity
2010	10,935	$620 million	Fidelity
2009	11,228	$549 million	Fidelity

Smiths Group Pension Plan

Cash balance pension, frozenActive

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

Plan number: 001Employer EIN 22-3015350
Participants (2024): 3,455
Net assets (2024): $236 million
Administered by: J.P. Morgan2009–2023
Plan administrator: Smiths Group Services Corporation
25 Massachusetts Ave NW Suite 120
Washington, DC 20001As filed for 2024
In effect since: August 1, 1970

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,455	$236 million	not listed
2023	3,567	$258 million	J.P. Morgan
2022	3,703	$240 million	not listed
2021	4,207	$365 million	not listed
2020	4,341	$398 million	not listed
2019	4,500	$360 million	not listed
2018	4,650	$310 million	not listed
2017	4,790	$339 million	not listed
2016	5,432	$339 million	not listed
2015	5,347	$273 million	not listed
2014	10,949	$762 million	J.P. Morgan
2013	14,618	$804 million	J.P. Morgan
2012	14,825	$736 million	J.P. Morgan
2011	15,264	$669 million	J.P. Morgan
2010	15,589	$653 million	J.P. Morgan
2009	16,278	$599 million	J.P. Morgan

Smiths Group Incentive Savings Plan for Union Employees

401(k)Merged

Merged. In 2017 its assets moved to the Smiths Industries, Inc. Incentive Savings Plan, sponsored by Smiths Group Services Corporation (EIN 22-3015350, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 005Employer EIN 22-3015350
Participants (2016): 272
Net assets (2016): $8.4 million
Last listed recordkeeper: Fidelity2011–2014
Plan administrator: Smiths Group Services Corporation
20283 Santa Maria #2349
Catro Valley, CA 94546
(510) 303-1233As filed for 2017
In effect since: August 1, 1991

Earlier plan names: Smiths Group Incentive Saving Plan for Union Employees.

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	not listed
2016	272	$8.4 million	not listed
2015	273	$8.4 million	not listed
2014	302	$9.0 million	Fidelity
2013	252	$9.4 million	Fidelity
2012	454	$9.3 million	Fidelity
2011	510	$10.5 million	Fidelity
2010	492	$11.1 million	not listed
2009	1,421	$10.2 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Smiths Group Incentive 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 ((800) 835-5095). 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.