Original filing (PDF)20250703111901NAL0000190579001

THE TIMKEN COMPANY

Name: THE TIMKEN COMPANY — THE TIMKEN COMPANY VOLUNTARY INVESTMENT PENSION PLAN, Form 5500 (2024)
Creator: THE TIMKEN COMPANY

Form 5500

FILING_RECEIVED

THE TIMKEN COMPANY VOLUNTARY INVESTMENT PENSION PLAN

401(k) retirement plan

Signals · 2

Corrective distributions issuedHigh average account balance

Active participants

Accounts w/ balance

118

Plan assets (EOY)

$20.5M

Net assets (EOY)

$20.5M

How this plan invests

This plan

1 pooled trust

Schedule D

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (4th percentile).

Helping the score

Below-peer total plan cost (95th percentile).
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE TIMKEN COMPANY.

Plan sponsor

Name

THE TIMKEN COMPANY

EIN

34-0577130

Address

4500 MOUNT PLEASANT ST NW · NORTH CANTON, OH · 44720

Phone

(234) 262-3000

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

019

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

BOBER, MARKEY, FEDOROVICH & CO

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	84-0467907	—	NONE	$788	—

Investments

27 direct securities · 1 pooled fund· $40.7M(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

$20.4M

1 holding

Other securities

$18.1M

24 holdings

Common Collective Trusts

$2.3M

2 holdings

Common Stock

$7K

1 holding

					% of plan
MASTER TRUST FOR TIMKEN CO. DC PLAN THE TIMKEN COMPANY · EIN 04-3804445 / PN 001	Master Trust	—	—	$20.4M	99.4%
SSGA S&P 500(R) INDEX NL SER N	Other securities	—	—	$3.7M	17.9%
FIDELITY BLUECHIP GROWTH COMMINGLED PL	Common Collective Trusts	—	—	$2.0M	9.8%
THE VANGUARD TARGET RETIRE 2035 TRUST IIVG2035	Other securities	—	—	$1.7M	8.2%
T ROWE PRICE STABLE VALUE COMMON TRST N	Other securities	—	—	$1.4M	6.8%
THE VANGUARD TARGET RETIRE 2025 TRUST IIVG2025	Other securities	—	—	$1.3M	6.4%
THE VANGUARD TARGET RETIRE 2030 TRUST IIVG2030	Other securities	—	—	$1.2M	5.8%
JPMCB CORE BOND FUND-CF	Other securities	—	—	$1.1M	5.2%
AMERICAN FUNDS WASHINGTON MUTUAL R6	Other securities	—	—	$925K	4.5%
SSGA RUSSELL SMALL CAP INDEX NL SER A	Other securities	—	—	$896K	4.4%
THE VANGUARD TARGET RETIRE 2045 TRUST IIVG2045	Other securities	—	—	$835K	4.1%
SSGA GLOBAL ALL CAP EQUITY EX-US INDEX K	Other securities	—	—	$781K	3.8%
AMERICAN FUNDS EUROPACIFIC GR R6	Other securities	—	—	$749K	3.7%
THE VANGUARD TARGET RETIRE 2040 TRUST IIVG2040	Other securities	—	—	$675K	3.3%
THE VANGUARD TARGET RETIRE INCM TRUST IIVGRINC	Other securities	—	—	$560K	2.7%
WESTERN ASSET CORE PLUS BOND R1	Other securities	—	—	$506K	2.5%
THE VANGUARD TARGET RETIRE 2050 TRUST IIVG2050	Other securities	—	—	$447K	2.2%
THE VANGUARD TARGET RETIRE 2055 TRUST IIVG2055	Other securities	—	—	$317K	1.6%
THE VANGUARD TARGET RETIRE 2020 TRUST IIVG2020	Other securities	—	—	$307K	1.5%
AMERICAN BEACON SMALL CP VAL INST	Other securities	—	—	$280K	1.4%
WILLIAM BLAIR SMALL CAP GROWTH CIT CL 3	Common Collective Trusts	—	—	$260K	1.3%
THE VANGUARD TARGET RETIRE 2060 TRUST IIVG2060	Other securities	—	—	$230K	1.1%
STATE STREET S&P 500 INDEX NON-LENDING A	Other securities	—	—	$145K	0.7%
THE VANGUARD TARGET RETIRE 2065 TRUST IIVG2065	Other securities	—	—	$96K	0.5%
T ROWE STABLE VALUE SHARE CLASS Z	Other securities	—	—	$35K	0.2%
JPMCB CORE BOND FUND INV	Other securities	—	—	$10K	<0.1%
STATE STREET RUSSELL SM CAP INDX NL CL A	Common Stock	—	—	$7K	<0.1%
THE VANGUARD TARGET RETIRE 2070 TRUST II	Other securities	—	—	$7K	<0.1%