R.w. Sidley, Inc. 401(k) Plan and Trust
R.w. Sidley, Inc., Thompson OH. Employer ID 340529112, plan number 002. Annual reports on file for 2009 to 2024.
Where the money went
- Filed 2009-2024R.w. Sidley, Inc. 401(k) Plan and Trust, R.w. Sidley, Inc.
- TodayR.w. Sidley, Inc. 401(k) Plan and Trust still files. Fidelity Investments Institutional keeps the records. That is where to ask.
Records are kept by Fidelity Investments Institutional, per the 2024 filing.
Left in 2015, 2023, 2024? Worth asking about employer money
- In plan year 2015, active participants fell from 175 to 120 (31%), and 17 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing
- In plan year 2023, active participants fell from 239 to 166 (31%), and 15 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing
- In plan year 2024, active participants fell from 166 to 103 (38%), and 27 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2013 | 246 | 53 | Filing |
| 2014 | 241 | 62 | Filing |
| 2015 | 198 | 74 | Filing |
| 2016 | 208 | 69 | Filing |
| 2017 | 376 | 107 | Filing |
| 2018 | 292 | 50 | Filing |
| 2019 | 307 | 56 | Filing |
| 2020 | 331 | 69 | Filing |
| 2021 | 299 | 66 | Filing |
| 2022 | 325 | 81 | Filing |
| 2023 | 244 | 70 | Filing |
| 2024 | 231 | 122 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.