Plan Ledger DOL Form 5500 · updated monthly

The Timken Company401(k) + ESOP (KSOP)

THE TIMKEN COMPANY SAVINGS AND INVESTMENT RETIREMENT PLAN · NORTH CANTON, OH · plan year 2025

Reported admin expense ratio · 2025
0.09%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

The Timken Company reported $1,123,791 in plan administrative expenses for 2025: 0.09% of average plan assets, higher than ~75% of peers. Employer contributions averaged $6,229 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 4 years on file its reported administrative ratio has held roughly steady near 0.087%. The plan sits in the over $1B size bracket, benchmarked here against 141 comparable plans and shown alongside other manufacturing employers. By assets it is the 42nd-largest of 3,295 plans among Ohio employers on file, and the 244th of 13,661 in manufacturing. In 2025, employees put in $1.11 for every $1.00 the employer contributed; active participation has shrunk from 6,144 to 5,361 since 2022.

Plan summary
Net assets, end of year$1,362,771,869
Participants with balances7,335
Active participants5,361
Employer contributions$33,391,668
Employee contributions$36,986,529
Employer contribution per active participant$6,229
Average account balance$185,790
Benefits paid to participants$138,207,120
Plan auditUnmodified (clean) audit opinion
AuditorBOBER MARKEY FEDOROVICH AND COMPANY
Plan history4
Yearassets · accounts · employer contribution
2025$1.4B · 7,335 accts · $33.4M emplr
2024$1.2B · 7,714 accts · $33.8M emplr
2023$1.1B · 7,967 accts · $33.1M emplr
2022$997.9M · 8,142 accts · $29.2M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$320,046
Investment management$803,745
Total administrative$1,123,791
The The Timken Company 401(k) match · 2025
Employer contribution per active participant$6,229
Median for plans this size$5,084
2025$6,229 per active participant
2024$5,878 per active participant
2023$5,076 per active participant
2022$4,756 per active participant

The Timken Company's 2025 employer contribution ran above the $5,084 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$320,046
EMPOWER ADVISORY GROUP, LLC · Investment advisory (participants) · Investment management$803,745

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025Empower
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$1,123,791 · 0.09%
2024$1,070,604 · 0.09%
2023$1,007,147 · 0.10%
2022$996,996 · 0.09%
All plans at this employer3
THE TIMKEN COMPANY SAVINGS AND INVESTMENT RETIREMENT PLAN401(k) + ESOP (KSOP)
THE TIMKEN COMPANY VOLUNTARY INVESTMENT PENSION PLAN401(k) + ESOP (KSOP)
THE TIMKEN COMPANY SAVINGS PLAN FOR CERTAIN BARGAINING ASSOCIATES401(k) + ESOP (KSOP)
Same employer
Similar plansManufacturing · Ohio
The Lubrizol Corporation OH$1.5B · 0.05%
The J.M. Smucker Company OH$1.5B · 0.03%
Transdigm Inc. OH$1.5B · 0.04%
Owens Corning OH$1.3B · 0.02%
Steris Corporation OH$1.3B · 0.06%
Vertiv Group Corporation OH$1.1B · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340577130 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.