Find an old Twin Disc 401(k)

Who to contact about an account in each of the 6 Twin Disc plans, from the filings. Free, no sign-up, no Social Security number.

Twin Disc, Incorporated - the Accelerator 401(k) Savings Plan

Twin Disc, Incorporated · Plan 005 · EIN 39-0667110 · Milwaukee, WI

Active · plan year 2024 filing401(k)
Plan administratorTwin Disc, Incorporated
222 E. Erie Street, Suite 400, Milwaukee, WI 53202
Form 5500 ↗
Recordkeeper (who holds the accounts)T Rowe Price Rps IncSchedule C ↗
Former employees with balances112 separated participants still had money in the planForm 5500 ↗

Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees

Twin Disc, Incorporated · Plan 006 · EIN 39-0667110 · Milwaukee, WI

Active · plan year 2024 filingProfit-sharing
Plan administratorTwin Disc, Incorporated
222 E. Erie Street, Suite 400, Milwaukee, WI 53202
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances6 separated participants still had money in the planForm 5500 ↗

Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees

Twin Disc, Incorporated · Plan 007 · EIN 39-0667110 · Milwaukee, WI

Active · plan year 2024 filingProfit-sharing
Plan administratorTwin Disc, Incorporated
222 E. Erie Street, Suite 400, Milwaukee, WI 53202
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances4 separated participants still had money in the planForm 5500 ↗

Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees

Twin Disc, Incorporated · Plan 004 · EIN 39-0667110 · Milwaukee, WI

Active · plan year 2024 filingPension (defined benefit)
Plan administratorTwin Disc, Incorporated
222 E Erie Street, Suite 400, Milwaukee, WI 53202
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances45 separated participants still had money in the planForm 5500 ↗

Twin Disc, Incorporated Retirement Plan for Racine Hourly Paid Employees

Twin Disc, Incorporated · Plan 002 · EIN 39-0667110 · Milwaukee, WI

Terminated · plan year 2022 filingPension (defined benefit)
Plan administratorTwin Disc, Incorporated
222 E Erie Street, Suite 400, Milwaukee, WI 53202
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2022 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Twin Disc, Incorporated Retirement Plan for Salaried Employees

Twin Disc, Incorporated · Plan 003 · EIN 39-0667110 · Milwaukee, WI

Terminated · plan year 2022 filingPension (defined benefit)
Plan administratorTwin Disc, Incorporated
222 E Erie Street, Suite 400, Milwaukee, WI 53202
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2022 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Twin Disc 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 Twin Disc 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Twin Disc, Incorporated, (262) 909-6136. The accounts are held by the recordkeeper, T Rowe Price Rps Inc. Have your Social Security number and dates of employment ready.

What is the Twin Disc 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (262) 909-6136.

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