Sears Manufacturing 401(k) match, vesting and fees
What Sears Manufacturing's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Bt&Co., P.A. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,612 defined-contribution plans in manufacturing with 500 to 999 participants.
| Sears Manufacturing: employer contribution per participant | $919 | |
| Peer median | $2,038 |
| Sears Manufacturing: average balance | $26,135 | |
| Peer median | $72,907 |
| Sears Manufacturing: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $14.8M at the end of plan year 2021 to $14.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 570 | $14.6M | $515K | $919 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 569 | $14.1M | $483K | $970 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 688 | $12.6M | $395K | $778 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 606 | $14.8M | $298K | $618 | <0.01% | Not published | Form 5500 ↗ |
Other Sears Manufacturing plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Sears Manufacturing Co. Salaried Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Bt&Co., P.A. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Sears Manufacturing Company Defined Benefit Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Bt&Co., P.A. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Sears Manufacturing match 401(k) contributions?
The match terms for the Sears Manufacturing Co. Uaw 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $515K in employer contributions, about $919 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sears Manufacturing 401(k) match vested?
The vesting schedule for the Sears Manufacturing Co. Uaw 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sears Manufacturing 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Sears Manufacturing Co..
I left Sears Manufacturing. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sears Manufacturing Co., (563) 383-2800) or the recordkeeper, Fidelity Investments Institutional. The Sears Manufacturing old 401(k) page lists the contacts from every plan filing. Find an old Sears Manufacturing 401(k)
Data from the public Form 5500 annual reports Sears Manufacturing filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sears Manufacturing. Not financial advice. Report a correction · Methodology