Timken Smo 401(k) match, vesting and fees
What Timken Smo'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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Bober Markey Fedorovich & Compa (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,042 defined-contribution plans in manufacturing with 100 to 499 participants.
| Timken Smo: employer contribution per participant | $1,557 | |
| Peer median | $1,962 |
| Timken Smo: average balance | $57,938 | |
| Peer median | $75,225 |
| Timken Smo: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.32% |
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 $14.9M at the end of plan year 2021 to $15.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 294 | $15.1M | $405K | $1,557 | 0.09% | Not published | Form 5500 ↗ |
| 2024 | 278 | $13.3M | $405K | $1,541 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 331 | $13.8M | $149K | $496 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 360 | $12.6M | $281K | $883 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 364 | $14.9M | $298K | $947 | 0.10% | Not published | Form 5500 ↗ |
Other Timken Smo plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Timken Belts Pension 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 | Bober Markey Federovich & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Timken Smo match 401(k) contributions?
The match terms for the The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates have not been published from its filing yet. The plan year 2025 filing reports $405K in employer contributions, about $1,557 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Timken Smo 401(k) match vested?
The vesting schedule for the The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates is not in the data published so far. Your Summary Plan Description states it.
Who manages the Timken Smo 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company O. The plan administrator is Timken Smo LLC.
I left Timken Smo. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Timken Smo LLC, (234) 262-3974) or the recordkeeper, Empower Annuity Insurance Company O. The Timken Smo old 401(k) page lists the contacts from every plan filing. Find an old Timken Smo 401(k)
Data from the public Form 5500 annual reports Timken Smo filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Timken Smo. Not financial advice. Report a correction · Methodology