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Employer · plans filed under one EIN

Sifco Industries, Inc.

Cleveland, OH · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$32.0Mnet assets across plans
549participant records231 active
$594Kemployer contributions, latest plan years$2,569 per active record
$171KSchedule C compensation to organisations$311.90 per participant record

Sifco Industries, Inc., based in Cleveland, Ohio, sponsors 3 retirement plans with 100 or more participants: 1 defined contribution and 2 defined benefit. Together they reported 549 participant records and $32.0M in net assets.

The largest is Sifco Industries, Inc. Employees' 401(k) Plan, a 401(k) plan with 233 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $594K and participant contributions $950K in the latest plan years; benefits paid were $5.2M. Schedule C compensation reported to service provider organisations totalled $171K.

Combined net assets moved from $21.2M in 2009 to $12.7M in 2025 (down 40%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Sifco Industries, Inc. Employees' 401(k) Plan401(k) plan2024233$19.3M$82,734$3,818$67K
The Steel Improvement Boilermakers & Blacksmiths Pension Plandefined benefit pension plan2025159$3.8M$24,054—$30K
Sifco Industries, Inc. Salaried Retirement Plandefined benefit pension plan2025157$8.9M$56,771$9,030$75K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $21.2M2010: $24.7M2011: $25.9M2012: $30.0M2013: $31.2M2014: $32.2M2015: $30.8M2016: $30.1M2017: $31.9M2018: $30.6M2019: $32.6M2020: $31.5M2021: $36.2M2022: $17.1M2023: $23.1M2024: $22.8M2025: $12.7M$21.2M$36.2M$12.7M200920122016202020242025
Combined net assets
2009: 6132010: 5942011: 6122012: 8052013: 7682014: 8062015: 8212016: 6992017: 6582018: 6372019: 6092020: 5332021: 6502022: 2692023: 5392024: 5232025: 316613821316200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20252316$12.7M$36K$0
20243523$22.8M$662K$950K
20233539$23.1M$482K$911K
20221269$17.1M$483K$784K
20213650$36.2M$656K$1.0M
20202533$31.5M$770K$1.0M
20193609$32.6M$893K$819K
20183637$30.6M$611K$879K
20173658$31.9M$609K$1.0M
20163699$30.1M$502K$982K
20153821$30.8M$549K$928K
20143806$32.2M$983K$915K
20133768$31.2M$1.4M$920K
20123805$30.0M$1.2M$1.0M
20113612$25.9M$1.2M$760K
20103594$24.7M$487K$676K
20093613$21.2M$825K$660K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Pgim Quantitative Solutions, LLCInvestment advisory (plan)2$77,837
Global Retirement Partners LLCInvestment advisory (plan)2$33,877
Empower Annuity Insurance Company—1$32,623
Findley Davies, Inc.Investment advisory (plan); Actuarial2$19,610
Empower Advisory Group, LLCInvestment management1$7,286

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Pgim Quantitative Solutions, LLC$78K
Global Retirement Partners LLC$34K
Empower Annuity Insurance Company$33K
Findley Davies, Inc.$20K
Empower Advisory Group, LLC$7,286

Questions and answers

How many retirement plans does Sifco Industries, Inc. have?

3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Sifco Industries, Inc. Employees' 401(k) Plan, The Steel Improvement Boilermakers & Blacksmiths Pension Plan and Sifco Industries, Inc. Salaried Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Sifco Industries, Inc. contribute to its plans?

$593,537 in employer contributions across these plans in their latest plan years, about $2,569 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Pgim Quantitative Solutions, LLC, Global Retirement Partners LLC, Empower Annuity Insurance Company and Findley Davies, Inc. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.