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Original filing (PDF)20251003143520NAL0001515217001
THE TIMKEN COMPANY
Form 5500
FILING_RECEIVED
THE TIMKEN-LATROBE-MPB-TORRINGTON RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
898
Accounts w/ balance
—
Plan assets (EOY)
$154.0M
Net assets (EOY)
$153.7M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
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
65
Vendor stack
55
Participation health
100
Knocking points off
- 59 bps in Schedule C fees — 490% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — 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 · 447205450
Phone
(330) 438-3000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
020
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BOBER MARKEY FEDEROVICH & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $545K | — |
| GOLDMAN SACHS | 13-3575636 | — | NONE | $248K | — |
| TOWERS WATSON INVESTMENT SERVICE IN | 52-1868818 | — | NONE | $59K | — |
| BOBER MARKEY FEDOROVICH & COMPANY | 34-1523030 | — | NONE | $26K | — |
| JONES DAY REAVIS & POGUE | 34-0319085 | — | NONE | $24K | — |
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | NONE | $5K | — |
Investments
1 pooled fund· $137.2M(89% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| THE TIMKEN CO COLLECTIVE INVMT TR THE TIMKEN COMPANY · EIN 34-0577130 / PN 499 | Master Trust | $137.2M | 89.1% |