SPX Enterprises 401(k) and pension plans

SPX Enterprises, LLC, Charlotte, NC. EIN 88-1769617. Annual reports 2009–2025. Also filed as Harsco Corporation; SPX Corporation.

SPX Enterprises, LLC has 3 active retirement plans on file. The largest is the SPX Retirement Savings and Stock Ownership Plan, with 6,818 participants and $1.1 billion in assets in 2025. Fidelity has been its recordkeeper since 2010.

Active plans: 3
Participants: 11,050
Plan assets: $1.3 billion
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Manufacturing

All 3 plans

Active plans first

SPX Retirement Savings and Stock Ownership Plan

401(k) with ESOPActive

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

Plan number: 005Employer EIN 88-1769617
Participants (2025): 6,818
Net assets (2025): $1.1 billion
Recordkeeper: Fidelity2010–2025
Plan administrator: Administrative Committee - SPX
6325 Ardrey Kell Road, Suite 400
Charlotte, NC 28277
(980) 474-3700As filed for 2025
In effect since: January 1, 1952

Plans merged into this one: Weil-Mclain Hourly Employee Savings Plan (2010); SPX Corporation Savings Plan (2010).

Earlier sponsor: SPX Corporation (2009–2021).

Earlier plan names: SPX Corporation Retirement Savings and Stock Ownership Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	6,818	$1.1 billion	Fidelity
2024	6,831	$969 million	Fidelity
2023	7,001	$826 million	Fidelity
2022	6,598	$687 million	Fidelity
2021	6,797	$899 million	Fidelity
2020	7,581	$878 million	Fidelity
2019	7,785	$764 million	Fidelity
2018	7,965	$623 million	Fidelity
2017	7,652	$694 million	Fidelity
2016	7,965	$607 million	Fidelity
2015	8,528	$589 million	Fidelity
2014	11,126	$908 million	Fidelity
2013	11,829	$954 million	Fidelity
2012	12,593	$853 million	Fidelity
2011	13,202	$770 million	Fidelity
2010	13,455	$811 million	Fidelity
2009	15,934	$697 million	not listed

SPX US Pension Plan

Cash balance pensionActive

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

Plan number: 003Employer EIN 88-1769617
Participants (2024): 4,118
Net assets (2024): $151 million
Last listed administrator: Brighthouse Life InsuranceEarlier: Metlife (2015), Iron Mountain (2014)
Plan administrator: Administrative Committee - SPX
6325 Ardrey Kell Road, Suite 400
Charlotte, NC 28277
(980) 474-3700As filed for 2024
In effect since: January 1, 1956

Plans merged into this one: Pension Plan for Bargaining Unit Employees of SPX Corporation (2012).

Earlier sponsor: SPX Corporation (2009–2021).

Earlier plan names: SPX Corporation Individual Account Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,118	$151 million	not listed
2023	4,264	$165 million	not listed
2022	4,399	$170 million	not listed
2021	4,677	$252 million	not listed
2020	4,848	$270 million	not listed
2019	5,007	$254 million	not listed
2018	5,330	$238 million	Brighthouse Life Insurance
2017	5,483	$268 million	Brighthouse Life Insurance
2016	5,630	$261 million	Brighthouse Life Insurance
2015	6,022	$278 million	Metlife
2014	6,120	$304 million	Iron Mountain
2013	26,707	$466 million	not listed
2012	28,451	$1.2 billion	not listed
2011	21,844	$695 million	not listed
2010	22,246	$682 million	not listed
2009	22,605	$568 million	not listed

Patterson-Kelley Hourly Employees Pension Plan

Pension (defined benefit), frozenActive

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

Plan number: 206Employer EIN 88-1769617
Participants (2024): 114
Net assets (2024): $6.1 million
Plan administrator: Administrative Committee SPX Corporation
6325 Ardrey Kell Road, Suite 400
Charlotte, NC 28277
(980) 474-3700As filed for 2024
In effect since: April 29, 1957

Earlier sponsors: Harsco Corporation (2009–2018); SPX Corporation (2019–2021).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	114	$6.1 million	not listed
2023	119	$6.6 million	not listed
2022	122	$6.6 million	not listed
2021	125	$8.6 million	not listed
2020	133	$9.4 million	not listed
2019	134	$9.3 million	not listed
2018	144	$8.8 million	not listed
2017	150	$10.7 million	not listed
2016	160	$9.6 million	not listed
2015	172	$10.0 million	not listed
2014	180	$11.0 million	not listed
2013	185	$10.9 million	not listed
2012	192	$10.4 million	not listed
2011	198	$10.4 million	not listed
2010	204	$10.8 million	not listed
2009	213	$10.9 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the SPX Retirement Savings and Stock Ownership 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 ((980) 474-3700). That number was filed for 2025; 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.