Timken 401(k) and pension plans

The Timken Company, North Canton, OH. EIN 34-0577130. Annual reports 2009–2025. Also filed as CTP Transportation Products, LLC; Carlstar Belt LLC; Timken Smo LLC; The Timken Comany.

The Timken Company has 7 active retirement plans on file. The largest is the The Timken Company Savings and Investment Retirement Plan, with 7,421 participants and $1.4 billion in assets in 2025. Empower has been its recordkeeper since 2014.

Active plans: 7
Participants: 11,014
Plan assets: $1.6 billion
401(k) recordkeeper: Empower
Plans on file: 15
Industry: Manufacturing

All 15 plans

Active plans first

The Timken Company Savings and Investment Retirement Plan

401(k) with ESOPActive

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

Plan number: 011Employer EIN 34-0577130
Participants (2025): 7,421
Net assets (2025): $1.4 billion
Recordkeeper: EmpowerEarlier: J.P. Morgan (2009–2013)
Plan administrator: The Timken Company
4500 Mount Pleasant ST NW
North Canton, OH 44720
(234) 262-3974As filed for 2025
In effect since: January 1, 1981

Plans merged into this one: The Hourly Pension and Investment Plan (2012); The MPB Employees' Savings Plan (2012); The Timken Company Employee Savings Plan (2013); The Timken Belts Savings and Investment Retirement Plan (2017); The Timken Cone Drive Savings and Investment Retirement Plan (2020).

Earlier plan names: The Timken Company Savings and Investment Pension Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	7,421	$1.4 billion	Empower
2024	7,810	$1.2 billion	Empower
2023	10,587	$1.1 billion	Empower
2022	8,350	$998 million	Empower
2021	8,094	$1.3 billion	Empower
2020	7,575	$1.2 billion	Empower
2019	7,484	$1.2 billion	Empower
2018	7,852	$972 million	Empower
2017	7,783	$1.1 billion	Empower
2016	7,340	$963 million	Empower
2015	8,257	$922 million	Empower
2014	8,860	$1.1 billion	Empower
2013	10,957	$1.3 billion	J.P. Morgan
2012	11,236	$1.2 billion	J.P. Morgan
2011	8,139	$787 million	J.P. Morgan
2010	7,701	$823 million	J.P. Morgan
2009	8,380	$650 million	J.P. Morgan

The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates

401(k)Active

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

Plan number: 002Employer EIN 32-0422708
Participants (2025): 294
Net assets (2025): $15.1 million
Recordkeeper: EmpowerEarlier: MassMutual (2014–2015)
Plan administrator: Timken Smo LLC
4500 Mount Pleasant ST NW
North Canton, OH 44720
(234) 262-3974As filed for 2025
In effect since: April 1, 2014

Earlier sponsors: CTP Transportation Products, LLC (2014); Carlstar Belt LLC (2015).

Earlier plan names: CTP Transportation Products, LLC 401(k) Plan for Bargaining Unit Employees; Carlstar Belt LLC 401K Plan for Bargaining Unit Employees; The Timken Belts Saving and Investment Retirement Plan for Bargaining Associates.

Year by year, 2014 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	294	$15.1 million	Empower
2024	278	$13.3 million	Empower
2023	331	$13.8 million	Empower
2022	360	$12.6 million	Empower
2021	364	$14.9 million	Empower
2020	310	$13.5 million	Empower
2019	329	$13.8 million	Empower
2018	345	$12.1 million	Empower
2017	350	$12.4 million	Empower
2015	329	$10.1 million	MassMutual
2014	320	$10.2 million	MassMutual

The Timken Company Voluntary Investment Pension Plan

401(k)Active

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

Plan number: 019Employer EIN 34-0577130
Participants (2025): 119
Net assets (2025): $19.7 million
Recordkeeper: EmpowerEarlier: J.P. Morgan (2009–2013)
Plan administrator: The Timken Company
4500 Mount Pleasant ST NW
North Canton, OH 44720
(234) 262-3000As filed for 2025
In effect since: January 1, 1991

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	119	$19.7 million	Empower
2024	137	$20.5 million	Empower
2023	151	$19.3 million	Empower
2022	168	$17.4 million	Empower
2021	187	$24.1 million	Empower
2020	474	$23.9 million	Empower
2019	200	$23.3 million	Empower
2018	220	$19.8 million	Empower
2017	236	$23.6 million	Empower
2016	250	$21.2 million	Empower
2015	364	$20.2 million	Empower
2014	444	$23.3 million	Empower
2013	2,510	$159 million	J.P. Morgan
2012	2,625	$141 million	J.P. Morgan
2011	2,740	$126 million	J.P. Morgan
2010	2,656	$132 million	J.P. Morgan
2009	2,928	$112 million	J.P. Morgan

The Timken Company Savings Plan for Certain Bargaining Associates

401(k)ActiveUnion (multiemployer)

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

Plan number: 022Employer EIN 34-0577130
Participants (2025): 106
Net assets (2025): $7.0 million
Last listed recordkeeper: Empower2014–2022
Plan administrator: The Timken Company
4500 Mount Pleasant ST NW
North Canton, OH 44720
(234) 262-3974As filed for 2025
In effect since: February 16, 2003

Earlier plan names: The Timken Company Savings Plan for Torrington Bargaining Associates; The Timken Company Saving Plan for Certain Bargaining Associates; The Timken Company Saving Plan for Bargaining Associates.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	106	$7.0 million	not listed
2024	102	$6.7 million	not listed
2023	105	$6.6 million	not listed
2022	105	$5.8 million	Empower
2021	105	$6.9 million	Empower
2020	94	$6.3 million	Empower
2019	93	$6.2 million	Empower
2018	85	$5.6 million	Empower
2017	81	$6.0 million	Empower
2016	92	$5.7 million	Empower
2015	125	$5.5 million	Empower
2014	134	$6.6 million	Empower
2013	152	$6.2 million	not listed
2012	45	$1.8 million	not listed
2011	48	$1.7 million	not listed
2010	54	$2.0 million	not listed
2009	62	$1.8 million	not listed

The Timken-Latrobe-Mpb-Torrington Retirement Plan

Pension (defined benefit), frozenActive

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

Plan number: 020Employer EIN 34-0577130
Participants (2024): 2,254
Net assets (2024): $154 million
Plan administrator: The Timken Company
4500 Mount Pleasant ST. NW
North Canton, OH 44720
(330) 438-3000As filed for 2024
In effect since: January 1, 1992

Plans merged into this one: The Timken Company Pension Plan for Bargaining Unit Associates in Local 1645 (2009); 1984 Retirement Plan for Salaried Employees of the Timken Company (2011).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,254	$154 million	not listed
2023	2,356	$153 million	not listed
2022	2,537	$154 million	not listed
2021	2,883	$359 million	not listed
2020	3,144	$449 million	not listed
2019	3,137	$394 million	not listed
2018	3,291	$337 million	not listed
2017	3,702	$447 million	not listed
2016	4,002	$455 million	not listed
2015	4,236	$465 million	not listed
2014	9,412	$1.1 billion	not listed
2013	12,494	$1.4 billion	not listed
2012	13,051	$1.4 billion	not listed
2011	14,520	$1.3 billion	not listed
2010	9,976	$557 million	not listed
2009	10,878	$419 million	not listed

The Timken Belts Pension Plan

Pension (defined benefit)Active

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

Plan number: 007Employer EIN 32-0422708
Participants (2024): 511
Net assets (2024): $14.3 million
Plan administrator: The Timken Company
4500 Mount Pleasant ST. NW
North Canton, OH 44720
(865) 220-6978As filed for 2024
In effect since: January 1, 2014

Earlier sponsor: The Timken Comany (2015–2023).

Year by year, 2015 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	511	$14.3 million	not listed
2023	530	$13.8 million	not listed
2022	536	$13.0 million	not listed
2021	549	$20.4 million	not listed
2020	566	$20.4 million	not listed
2019	603	$20.3 million	not listed
2018	603	$17.5 million	not listed
2017	615	$19.6 million	not listed
2016	632	$17.8 million	not listed
2015	645	$17.4 million	not listed

The Timken Company Pension Plan

Pension (defined benefit)Active

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

Plan number: 001Employer EIN 34-0577130
Participants (2024): 309
Net assets (2024): $32.6 million
Plan administrator: The Timken Company
4500 Mount Pleasant ST. NW
North Canton, OH 44720
(330) 438-3000As filed for 2024
In effect since: January 1, 1950

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	309	$32.6 million	not listed
2023	318	$34.1 million	not listed
2022	332	$36.0 million	not listed
2021	358	$58.6 million	not listed
2020	378	$65.8 million	not listed
2019	399	$60.2 million	not listed
2018	417	$53.4 million	not listed
2017	443	$66.1 million	not listed
2016	443	$59.9 million	not listed
2015	3,974	$78.6 million	not listed
2014	4,080	$648 million	not listed
2013	8,854	$1.4 billion	not listed
2012	n/a	$1.4 billion	not listed
2011	n/a	$1.3 billion	not listed
2010	n/a	$1.1 billion	not listed
2009	n/a	$989 million	not listed

The Timken Belts Savings and Investment Retirement Plan

401(k)Merged

Merged. In 2017 its assets moved to the The Timken Company Savings and Investments Pension Plan, sponsored by The Timken Company (EIN 34-0577130, plan 011). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 32-0422708
Recordkeeper: Empower2017
Plan administrator: Timken Smo LLC
2601 W. Battlefield ST
Springfield, MO 65807
(234) 262-3000As filed for 2017
In effect since: January 1, 2016

The Oh&r Investment Plan

401(k) with ESOPMerged

Merged. In 2014 its assets moved to the Timkensteel Corporation Savings and Investment Pension Plan, sponsored by Metallus Inc. (EIN 46-4024951, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 025Employer EIN 34-0577130
Participants (2013): 28
Net assets (2013): $1.3 million
Plan administrator: The Timken Company
4500 Mount Pleasant Street, NW
North Canton, OH 44720
(234) 262-3000As filed for 2014
In effect since: January 1, 1998

Year by year, 2009 to 2014

Plan year	Participants	Net assets	Recordkeeper
2014	0	$0	not listed
2013	28	$1.3 million	not listed
2012	29	$1.2 million	not listed
2011	31	$1.1 million	not listed
2010	40	$1.8 million	not listed
2009	46	$1.5 million	not listed

Timken Latrobe Steel Voluntary Investment Program

401(k) with ESOPMerged

Merged. In 2014 its assets moved to the Timkensteel Corporation Savings Plan for Certain Bargaining Employees, sponsored by Metallus Inc. (EIN 46-4024951, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number: 018Employer EIN 34-0577130
Participants (2013): 36
Net assets (2013): $1.7 million
Plan administrator: The Timken Company
4500 Mount Pleasant Street, NW
North Canton, OH 44720
(234) 262-3000As filed for 2014
In effect since: January 1, 1991

Year by year, 2009 to 2014

Plan year	Participants	Net assets	Recordkeeper
2014	0	$0	not listed
2013	36	$1.7 million	not listed
2012	40	$1.9 million	not listed
2011	44	$1.8 million	not listed
2010	47	$2.2 million	not listed
2009	61	$2.5 million	not listed

The Timken Company Employee Savings Plan

401(k) with ESOPMerged

Merged. In 2013 its assets moved to the The Timken Company Savings and Investment Pension Plan, sponsored by The Timken Company (EIN 34-0577130, plan 011). Accounts moved with them, so that plan is the one to contact.

Plan number: 024Employer EIN 34-0577130
Participants (2012): 64
Net assets (2012): $1.3 million
Last listed recordkeeper: J.P. Morgan2009–2010
Plan administrator: The Timken Company
1835 Dueber Avenue, SW
Canton, OH 44706
(330) 438-3000As filed for 2013
In effect since: January 1, 1998

Year by year, 2009 to 2013

Plan year	Participants	Net assets	Recordkeeper
2013	0	$0	not listed
2012	64	$1.3 million	not listed
2011	78	$1.0 million	not listed
2010	210	$1.1 million	J.P. Morgan
2009	377	$8.3 million	J.P. Morgan

The Hourly Pension and Investment Plan

401(k) with ESOPMerged

Merged. In 2012 its assets moved to the The Timken Company Savings and Investment Pension Plan, sponsored by The Timken Company (EIN 34-0577130, plan 011). Accounts moved with them, so that plan is the one to contact.

Plan number: 016Employer EIN 34-0577130
Participants (2011): 2,259
Net assets (2011): $137 million
Recordkeeper: J.P. Morgan2009–2012
Plan administrator: The Timken Company
1835 Dueber Avenue, SW
Canton, OH 44706
(330) 438-3000As filed for 2012
In effect since: January 1, 1991

Year by year, 2009 to 2012

Plan year	Participants	Net assets	Recordkeeper
2012	0	$0	J.P. Morgan
2011	2,259	$137 million	J.P. Morgan
2010	2,398	$154 million	J.P. Morgan
2009	2,489	$110 million	J.P. Morgan

The MPB Employees' Savings Plan

401(k) with ESOPMerged

Plan number: 026Employer EIN 34-0577130
Participants (2011): 1,799
Net assets (2011): $89.9 million
Recordkeeper: J.P. Morgan2009–2012
Plan administrator: The Timken Company
1835 Dueber Avenue, SW
Canton, OH 44706
(330) 438-3000As filed for 2012
In effect since: May 19, 1987

Year by year, 2009 to 2012

Plan year	Participants	Net assets	Recordkeeper
2012	0	$0	J.P. Morgan
2011	1,799	$89.9 million	J.P. Morgan
2010	1,873	$94.2 million	J.P. Morgan
2009	1,981	$73.5 million	J.P. Morgan

1984 Retirement Plan for Salaried Employees of the Timken Company

Pension (defined benefit)Merged

Merged. In 2011 its assets moved to the The Timken-Latrobe-Mpb-Torrington Retirement Plan, sponsored by The Timken Company (EIN 34-0577130, plan 020). Accounts moved with them, so that plan is the one to contact.

Plan number: 014Employer EIN 34-0577130
Participants (2010): 5,792
Net assets (2010): $644 million
Plan administrator: The Timken Company
1835 Dueber Avenue S.W.
Canton, OH 44706
(330) 438-3000As filed for 2011
In effect since: November 1, 1984

Year by year, 2009 to 2011

Plan year	Participants	Net assets	Recordkeeper
2011	0	$0	not listed
2010	5,792	$644 million	not listed
2009	5,818	$489 million	not listed

The Timken Company Pension Plan for Bargaining Unit Associates in Local 1645

Pension (defined benefit)Merged

Merged. In 2009 its assets moved to the The Timken-Latrobe-Mpb-Torrington Retirement Plan, sponsored by The Timken Company (EIN 34-0577130, plan 020). Accounts moved with them, so that plan is the one to contact.

Plan number: 023Employer EIN 34-0577130
Plan administrator: The Timken Company
1835 Dueber Avenue, SW
Canton, OH 44706
(330) 438-3000As filed for 2009
In effect since: February 16, 2003

If you had money in one of these plans

Call Empower (empower.com), which runs the The Timken Company Savings and Investment Retirement 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 ((234) 262-3974). 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.

All 15 plans

The Timken Company Savings and Investment Retirement Plan

The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates

The Timken Company Voluntary Investment Pension Plan

The Timken Company Savings Plan for Certain Bargaining Associates

The Timken-Latrobe-Mpb-Torrington Retirement Plan

The Timken Belts Pension Plan

The Timken Company Pension Plan

The Timken Belts Savings and Investment Retirement Plan

The Oh&r Investment Plan

Timken Latrobe Steel Voluntary Investment Program

The Timken Company Employee Savings Plan

The Hourly Pension and Investment Plan

The MPB Employees' Savings Plan

1984 Retirement Plan for Salaried Employees of the Timken Company

The Timken Company Pension Plan for Bargaining Unit Associates in Local 1645

If you had money in one of these plans

What these numbers are

Other manufacturing employers in OH