401(k) · DOL Form 5500 · 2024
Timken Smo LLC 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 285
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $46,602
- Avg per participant Low balance/head
Official DOL plan name: The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates · Sponsored by Timken Smo LLC · Missouri · Manufacturing
$13M in assets, 285 participants
Timken Smo LLC's The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates reported $13M in total assets and 285 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #8,719 in Manufacturing (17,777 peers)
Coverage in Missouri
The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates covers 285 participants in Missouri, about 39% of the average Missouri filer (state average ~737 per filing). Assets: $13M.
- #8,719
- in Manufacturing (17,777 peers)
- -3.7%
- assets change YoY
The plan reported a net loss of $515K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$13,281,524 Top 38% higher than 62% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates among mid-size filed plans by headcount
Plan-year 2024 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 (285 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates reported net income fell from $1M in the plan year 2023 filing to -$515K in the plan year 2024 filing.
- The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates reported participants fell from 311 in the plan year 2023 filing to 285 in the plan year 2024 filing.
- The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates end-of-year assets fell from $14M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 320422708 · Timken Smo LLC PY 2024 · 401(k)
The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates · $13M · 285 · 62nd
- VS-ST $13M
- BOY 285
- SCH 62nd
- EBSA 401(k)
- PART near Cortese Dodge Inc 401(k) Profit Sharing Plan and Trust
- TYPE ind #8719
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
Missouri filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$515K |
| Employer EIN | 320422708 |
| Plan Effective Date | 2014-04-01 |
| Filing Status | FILING 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
| 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.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
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 Cortese Dodge Inc 401(k) Profit Sharing Plan and Trust in NY ($13M); by covered participants it is Wright & Filippis, Inc. 401(k) Retirement Plan in MI (285 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Cortese Dodge Inc 401(k) Profit Sharing Plan and Trust (NY) $13M · 144
- Infotrack US Inc 401 (K) Plan (CA) $13M · 249
- Dairy State Bank Retirement Savings Plan (WI) $13M · 96
- Onlogic Retirement Plan (VT) $13M · 211
Similar participant headcount
Nearest other-state filings by covered participants (285 participants); asset peers above are excluded.
- Wright & Filippis, Inc. 401(k) Retirement Plan (MI) 285 · 0 off
- Mineral, Inc. 401(k) Plan (CA) 285 · 0 off
- Jetson Mailer 401(k) Plan (IL) 285 · 0 off
- Gulf Coast Community Services Association 401(k) Plan (TX) 285 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.