Find an old Ballinger 401(k)

Who to contact about an account in each of the 2 Ballinger plans, from the filings. Free, no sign-up, no Social Security number.

Ballinger Company 401(k) Plan

Ballinger Company · Plan 001 · EIN 23-1713492 · Philadelphia, PA

Active · plan year 2025 filing401(k)
Plan administratorBallinger Company
1650 Arch Street, 23rd Floor, Philadelphia, PA 19103
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances94 separated participants still had money in the planForm 5500 ↗

Ballinger Company Cash Balance Plan

Ballinger Company · Plan 002 · EIN 23-1713492 · Philadelphia, PA

Active · plan year 2025 filingPension (defined benefit)
Plan administratorBallinger Company
1650 Arch Street, 23rd Floor, Philadelphia, PA 19103
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances60 separated participants still had money in the planForm 5500 ↗

Ballinger 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Ballinger 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Ballinger Company, (215) 446-0900. The accounts are held by the recordkeeper, Principal Life Insurance Company. Have your Social Security number and dates of employment ready.

What is the Ballinger 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (215) 446-0900.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Ballinger and does not hold accounts. Not financial advice. Report a correction