Ellwood Texas Forge Retirement Income Plan
Ellwood Texas Forge Lp, Houston TX. Employer ID 522076782, plan number 001. Annual reports on file for 2009 to 2019.
Where the money went
Plans that moved money into this one:
- 2013: money from Ellwood 401(k) Retirement Plan moved in.
- 2015: money from Ellwood Engineered Castings Company 401(k) Retirement Plan moved in.
- 2017: money from Ellwood 401(k) Retirement Plan moved in.
- 2018: money from Ellwood 401(k) Retirement Plan moved in.
- Filed 2009-2019Ellwood Texas Forge Retirement Income Plan, Ellwood Texas Forge Lp
- 2019Assets transferred to Ellwood 401(k) Retirement Plan
- TodayEllwood 401(k) Retirement Plan still files. T. Rowe Price Rps, Inc. keeps the records. That is where to ask.
Records are kept by T. Rowe Price Rps, Inc., per the 2025 filing.
Left in 2015, 2016? You may be owed employer money
- In plan year 2015, active participants fell from 590 to 452 (23%), and 89 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 2016, active participants fell from 452 to 344 (24%), and 34 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
- 2019: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2019: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
- 2019: The employer adopted a resolution to terminate the plan.
People in the plan
"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2009 | 427 | 105 | Filing |
| 2010 | 390 | 62 | Filing |
| 2011 | 433 | 41 | Filing |
| 2012 | 691 | 47 | Filing |
| 2013 | 777 | 97 | Filing |
| 2014 | 738 | 147 | Filing |
| 2015 | 600 | 146 | Filing |
| 2016 | 511 | 163 | Filing |
| 2017 | 622 | 190 | Filing |
| 2018 | 575 | 162 | Filing |
| 2019 | 0 | 0 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.