Waupaca Foundry 401(k) and pension plans

Waupaca Foundry, Inc., Waupaca, WI. EIN 39-0880924. Annual reports 2009–2024. Also filed as Thyssenkrupp Waupaca, Inc.; Hitachi Metals Automotive Components; Hitachi Metals Automotive Component USA LLC; Hitachi Metals Automotive Component , USA, LLC.

Waupaca Foundry, Inc. has 2 active retirement plans on file. The largest is the Waupaca Foundry, Inc. Consolidated Retirement Plan, with 3,881 participants and $599 million in assets in 2024. Principal has been its recordkeeper since 2020.

Active plans: 2
Participants: 4,140
Plan assets: $701 million
401(k) recordkeeper: Principal
Plans on file: 5
Industry: Manufacturing

All 5 plans

Active plans first

Waupaca Foundry, Inc. Consolidated Retirement Plan

401(k)Active

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

Plan number: 001Employer EIN 39-0880924
Participants (2024): 3,881
Net assets (2024): $599 million
Recordkeeper: PrincipalEarlier: Wells Fargo (2010–2019), J.P. Morgan (2009)
Plan administrator: Waupaca Foundry, Inc.
1955 Brunner Drive
Waupaca, WI 54981
(715) 258-6651As filed for 2024
In effect since: November 1, 1957

Plans merged into this one: Thyssenkrupp Waupaca, Inc. 401K Savings Plan (2010); Waupaca Foundry, Inc. Lawrenceville Hourly Employees' 401(k) (2018).

Earlier sponsor: Thyssenkrupp Waupaca, Inc. (2009–2011).

Earlier plan names: Thyssenkrupp Waupaca, Inc. Consolidated Profit Sharing Plan; Thyssenkrupp Waupaca, Inc. Consolidated Retirement Plan; Waupaca Foundry, Inc.consolidated Retire Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,881	$599 million	Principal
2023	3,991	$564 million	Principal
2022	4,210	$505 million	Principal
2021	4,579	$610 million	Principal
2020	4,749	$572 million	Principal
2019	5,124	$576 million	Wells Fargo
2018	5,010	$492 million	Wells Fargo
2017	4,663	$519 million	Wells Fargo
2016	4,308	$448 million	Wells Fargo
2015	4,377	$412 million	Wells Fargo
2014	4,316	$421 million	Wells Fargo
2013	3,921	$401 million	Wells Fargo
2012	4,148	$335 million	Wells Fargo
2011	3,876	$289 million	Wells Fargo
2010	2,983	$286 million	Wells Fargo
2009	2,938	$176 million	J.P. Morgan

Waupaca Foundry, Inc. Salaried Employees Pension Plan

Pension (defined benefit)Active

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

Plan number: 003Employer EIN 39-0880924
Participants (2024): 259
Net assets (2024): $103 million
Plan administrator: Waupaca Foundry, Inc. Retirement Plans Administrative Committee
Po Box 249
Waupaca, WI 54981
(715) 258-6611As filed for 2024
In effect since: March 31, 1962

Earlier sponsor: Thyssenkrupp Waupaca, Inc. (2009–2011).

Earlier plan names: Thyssenkrupp Waupaca, Inc. Salaried Employees Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	259	$103 million	not listed
2023	273	$96.4 million	not listed
2022	280	$77.4 million	not listed
2021	329	$89.5 million	not listed
2020	329	$91.7 million	not listed
2019	365	$80.5 million	not listed
2018	383	$74.7 million	not listed
2017	400	$81.9 million	not listed
2016	424	$60.0 million	not listed
2015	434	$51.3 million	not listed
2014	469	$43.9 million	not listed
2013	495	$39.6 million	not listed
2012	438	$35.2 million	not listed
2011	420	$29.5 million	not listed
2010	377	$27.5 million	not listed
2009	377	$27.9 million	not listed

Waupaca Foundry, Inc. Lawrenceville Hourly Employees' 401(k)

401(k)Merged

Merged. In 2018 its assets moved to the Waupaca Foundry Inc Comprehensive Retirement Plan, sponsored by Waupaca Foundry, Inc. (EIN 39-0880924, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 006Employer EIN 39-0880924
Participants (2017): 225
Net assets (2017): $7.3 million
Recordkeeper: Citizens & Northern Bank2017–2018
Plan administrator: Waupaca Foundry, Inc.
1955 Brunner Drive
Waupaca, WI 54981
(715) 258-6611As filed for 2018
In effect since: July 25, 2016

Plans merged into this one: Waupaca Foundry, Inc. Machining Division 401(k) Plan (2017).

Year by year, 2016 to 2018

Plan year	Participants	Net assets	Recordkeeper
2018	0	$0	Citizens & Northern Bank
2017	225	$7.3 million	Citizens & Northern Bank
2016	218	$5.7 million	not listed

Waupaca Foundry, Inc. Machining Division 401(k) Plan

401(k)Merged

Merged. In 2017 its assets moved to the Waupaca Foundry Inc Lawrenceville Hourly Employees 401(k) Plan, sponsored by Waupaca Foundry, Inc. (EIN 39-0880924, plan 006). Accounts moved with them, so that plan is the one to contact.

Plan number: 005Employer EIN 39-0880924
Participants (2017): 46
Net assets (2017): $2.4 million
Recordkeeper: Citizens & Northern BankEarlier: Fidelity (2009–2011)
Plan administrator: Waupaca Foundry, Inc.
1955 Brunner Drive
Waupaca, WI 54981
(715) 258-6611As filed for 2017
In effect since: October 1, 2002

Earlier sponsors: Hitachi Metals Automotive Components (2009–2015); Hitachi Metals Automotive Component USA LLC (2011–2014).

Earlier plan names: Hitachi Metals Automotive Components, USA, LLC Machining Division 401(k) Plan; Hmac USA LLC Machining Division 401(k) Plan; Hitachi Metals Automotive Components Retirement Savings Plan; Hitachi Metals Automotive Components USA LLC Machining Division 401(k) Plan.

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	46	$2.4 million	Citizens & Northern Bank
2016	254	$11.9 million	Citizens & Northern Bank
2015	256	$10.3 million	Citizens & Northern Bank
2014	263	$10.3 million	Citizens & Northern Bank
2013	308	$10.3 million	Citizens & Northern Bank
2012	346	$9.0 million	not listed
2011	268	$7.3 million	Fidelity
2010	218	$6.8 million	Fidelity
2009	186	$5.8 million	Fidelity

Thyssenkrupp Waupaca, Inc. 401K Savings Plan

401(k)Merged

Merged. In 2010 its assets moved to the Thyssenkrupp Consolidated Retirement Plan, sponsored by Waupaca Foundry, Inc. (EIN 39-0880924, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 004Employer EIN 39-0880924
Participants (2009): 3,595
Net assets (2009): $67.4 million
Recordkeeper: Principal2009–2010
Plan administrator: 401K Savings Plan Administrative Committee
1955 Brunner DR
Waupaca, WI 54981
(715) 258-6611As filed for 2010
In effect since: January 1, 1995

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	0	$0	Principal
2009	3,595	$67.4 million	Principal

If you had money in one of these plans

Call Principal (principal.com), which runs the Waupaca Foundry, Inc. Consolidated 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 ((715) 258-6651). 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.

All 5 plans

Waupaca Foundry, Inc. Consolidated Retirement Plan

Waupaca Foundry, Inc. Salaried Employees Pension Plan

Waupaca Foundry, Inc. Lawrenceville Hourly Employees' 401(k)

Waupaca Foundry, Inc. Machining Division 401(k) Plan

Thyssenkrupp Waupaca, Inc. 401K Savings Plan

If you had money in one of these plans

What these numbers are

Other manufacturing employers in WI