401(k) · DOL Form 5500 · 2023

Timken Smo LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
311
Participants Below avg headcount
65th
Percentile by assets National rank
$44,362
Avg per participant Low balance/head
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Official DOL plan name: The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates · Sponsored by Timken Smo LLC · Missouri · Manufacturing

$14M in assets, 311 participants

Timken Smo LLC's The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates reported $14M in total assets and 311 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #10,008 in Manufacturing (18,722 peers)

Coverage in Missouri

The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates covers 311 participants in Missouri, about 42% of the average Missouri filer (state average ~737 per filing). Assets: $14M.

#10,008
in Manufacturing (18,722 peers)
+9.6%
assets growth YoY

The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates's mid-pack asset rank among Manufacturing and all filers

The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,796,674 Top 35% higher than 65% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates sits mid-pack in the medium band (311 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates reported participants rose from 304 in the plan year 2022 filing to 311 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 320422708 · Timken Smo LLC PY 2023 · 401(k)

The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates · $14M · 311 · 65th

  • RANK $14M
  • RANK 311
  • RANK 65th
  • RANK 401(k)
  • RANK near Synacor, Inc 401(k) Profit Sharing Plan
  • RANK ind #10008

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Missouri →

The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates in the asset neighbourhood

The Timken Belts Savings and Investment Retirement Plan for Bargaining AssociatesThe Timken Belts Savings and…$14MSynacor, Inc 401(k) Profit Sharing PlanSynacor, Inc 401(k) Profit S…$14MFifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing PlanFifer & Heligman, M.D., P.a.…$14MFort Worth Zoological Association Savings PlanFort Worth Zoological Associ…$14MCharter West Bank Employees 401(k) Profit Sharing Plan and TrustCharter West Bank Employees …$14M
End-of-year total assets ($M) among The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN320422708
Plan Effective Date2014-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Timken Smo LLC)

Sponsor-wide plan assets over time

All Timken Smo LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 7.437115356893143% vs 2022
2024 filing year
$25M$26M$27M$28M 202220232024 $25.7M $27.6M ▲ +7.4%
Year Plans Participants Total Assets
2022 2 429 $26M
2023 2 421 $28M
2024 2 383 $28M

Nearby 401(k) Plans in Missouri

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

The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates, Total assets ($B): 0.013796674 · Participants: 311The Timken Belts Savings and Investment Retirement Plan for Bargaining AssociatesEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates side-by-side with 3 peers →

The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Synacor, Inc 401(k) Profit Sharing Plan in NY ($14M); by covered participants it is Bobcat North America, LLC in FL (311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (311 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates assets move in 2023? ▼
The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates grew at a solid clip - up 9.6% during 2023, from $13M to $14M. Reported net income was $1M.
How have Timken Smo LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Timken Smo LLC's sponsor-wide assets grew 7.4%, from $26M to $28M.
Which 401(k) plans are similar in size to The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates? ▼
Among 401(k) plans in other states, the closest by assets is Synacor, Inc 401(k) Profit Sharing Plan in NY ($14M, 97 participants).
Which 401(k) plans cover a similar participant headcount to The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (311 participants, $34K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 320422708.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.