Back to filter
Original filing (PDF)20251013125231NAL0000615267001
SIEMENS CORPORATION
Form 5500
FILING_RECEIVED
SIEMENS SAVINGS PLAN
401(k) retirement plan
Signals · 2
99% in single holdingNo recordkeeper disclosed
Active participants
29,785
Accounts w/ balance
42,538
Plan assets (EOY)
$9.8B
Net assets (EOY)
$9.8B
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Plan interest in the net assets Master Trust of the Master Trust for Siemens Savings Plans" is 99% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIEMENS CORPORATION.
Plan sponsor
Name
SIEMENS CORPORATION
EIN
13-2623356
Address
200 WOOD AVENUE SOUTH · SUITE 200 · ISELIN, NJ · 08830
Phone
(732) 590-5366
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security · 1 pooled fund· $9.8B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Master Trust
$9.7B
1 holding
Uncategorized
$70.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER TRUST FOR SIEMENS SAVINGS PL SIEMENS CORPORATION · EIN 22-6712952 / PN 001 | Master Trust | — | — | $9.7B | 99.0% | |
| Participant loans outstanding with interest rates ranging from 3.25% to 10.00% | — | — | — | $70.9M | 0.7% |
Related plans
Similar-size Management of Companies / Holdings plans
WARNER BROS. DISCOVERY, INC.
WARNER BROS. DISCOVERY 401(K) SAVINGS PLAN
$8.1B · 17,534 participants
SIEMENS MEDICAL SOLUTIONS USA, INC.
SIEMENS MEDICAL SOLUTIONS USA, INC. SAVINGS PLAN
$7.9B · 12,534 participants
THE ALLSTATE CORPORATION
ALLSTATE 401(K) SAVINGS PLAN
$7.6B · 39,454 participants
CAPITAL ONE FINANCIAL CORPORATION
CAPITAL ONE FINANCIAL CORPORATION ASSOCIATE SAVINGS PLAN
$12.0B · 45,199 participants
WARNER MEDIA, LLC
WARNERMEDIA 401(K) SAVINGS PLAN
$6.7B · 18,781 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants