Original filing (PDF)20250813120743NAL0008108627001

SIFCO INDUSTRIES, INC.

Name: SIFCO INDUSTRIES, INC. — SIFCO CUSTOM MACHINING COMPANY RETIREMENT INCOME PLAN, Form 5500 (2023)
Creator: SIFCO INDUSTRIES, INC.

Form 5500-SF

FILING_RECEIVED

SIFCO CUSTOM MACHINING COMPANY RETIREMENT INCOME PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIFCO INDUSTRIES, INC..

Plan sponsor

Name

SIFCO INDUSTRIES, INC.

EIN

34-0553950

Address

970 EAST 64TH ST · CLEVELAND, OH · 44103

Phone

(216) 881-8600

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

009

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-08-13

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

ROTATION ENGINEERING & MANUFACTURING CO.

ROTATION ENGINEERING & MANUFACTURING CO. SALARY SAVINGS PLAN

$5.3M · 43 participants

TRINITY FORGE, INC.

TRINITY FORGE, INC. INVESTMENT AND PROFIT SHARING PLAN

$5.3M · 106 participants

FABRICAST, INC.

FABRICAST, INC. 401(K) PROFIT SHARING PLAN

$5.4M · 9 participants

PERFECT PATTERNS SOUTH, INC.

PERFECT PATTERNS SOUTH, INC. SAVINGS PLAN AND TRUST

$5.4M · 6 participants

BOURDON FORGE COMPANY INC

BOURDON FORGE COMPANY, INC. 401(K) PLAN