401(k) · DOL Form 5500 · 2023

The Timken Company 401(k) Plan

Data updated 2026-08-11

$1.1B
Total assets
6,144
Participants
99th
Percentile by assets
$181,239
Avg per participant
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Official DOL plan name: The Timken Company Savings and Investment Retirement Plan · Sponsored by The Timken Company · Ohio · Manufacturing

$1.1B in assets, 6,144 participants

The Timken Company's The Timken Company Savings and Investment Retirement Plan reported $1.1B in total assets and 6,144 participants in its 2023 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 99th percentile by assets (of 127,072 plans)
  • #18,305 in Manufacturing (18,722 peers)

Coverage in Ohio

The Timken Company Savings and Investment Retirement Plan covers 6,144 participants in Ohio, 8.0x the typical Ohio plan (state average ~765 per filing). Assets: $1.1B.

$1.1B
total plan assets (2023 EOY)
6,144
covered participants
99th
percentile by assets (of 127,072 plans)
$181,239
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Timken Company Savings and Investment Retirement Plan reported net income rose from -$254M in the plan year 2022 filing to $115M in the plan year 2023 filing.
  • The Timken Company Savings and Investment Retirement Plan end-of-year assets rose from $998M in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
  • The Timken Company Savings and Investment Retirement Plan reported participants rose from 5,980 in the plan year 2022 filing to 6,144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. The Timken Company Savings and Investment Retirement Plan reports 6,144 participants - 8.0x that state average ($1.1B EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$998M
Net Assets (End of Year)$1.1B
Net Income$115M
Employer EIN340577130
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Timken Company)

$1.1B$1.2B$1.3B$1.4B$1.5B 202220232024 $1.21B $1.44B ▲ +19.0%
Total plan assets by year, all The Timken Company plans on file
Year Plans Participants Total Assets
2022 5 7,634 $1.2B
2023 4 7,369 $1.3B
2024 4 7,640 $1.4B

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Timken Company Savings and Investment Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

The Timken Company Savings and Investment Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 0510152025 Total assets ($B) Participants The Timken Company S…GE Retirement Saving…The Sherwin-Williams…The Progressive 401(…The Kroger Co. 401(k…Nationwide Savings P…
The Timken Company Savings and Investment Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Scale composition for The Timken Company Savings and Investment Retirement Plan

The Timken Company Savings and Investment Retirement Plan reports $1.1B in end-of-year assets across 6,144 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $181,239 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2023 was $115M.

This plan identity (EIN 340577130, plan #011) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $998M to $1.2B (+23.2%) while covered participants moved from 5,980 to 6,521 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,980 $998M Open filing
2023 6,144 $1.1B This page
2024 · index core 6,521 $1.2B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Timken Company Savings and Investment Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Timken Company Savings and Investment Retirement Plan assets move in 2023?
The Timken Company Savings and Investment Retirement Plan grew at a solid clip - up 11.6% during 2023, from $998M to $1.1B. Reported net income was $115M.
How have The Timken Company plan assets changed over time?
Across 3 plan years on file (2022-2024), The Timken Company's sponsor-wide assets grew 18.6%, from $1.2B to $1.4B.
Where does The Timken Company Savings and Investment Retirement Plan rank by assets among Form 5500 filers?
The Timken Company Savings and Investment Retirement Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to The Timken Company Savings and Investment Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Rollins 401(k) Savings Plan in GA ($1.1B, 12,732 participants).

Next read for The Timken Company Savings and Investmen…

Filing takeaways

Ways to act on The Timken Company Savings and Investment Retirement Plan's numbers.

  • By total assets, The Timken Company Savings and Investment Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
  • The Timken Company's sponsor-wide assets have grown 18.6% since 2022 across 3 plan years on file. More Manufacturing plans