Thrift Plan for Salaried Employees of Lufkin Industries, Inc.

Lufkin Industries, LLC, Lufkin TX. Employer ID 750404410, plan number 003. Annual reports on file for 2009 to 2014.

Where the money went

Plans that moved money into this one:

2010: money from Thrift Plan for Hourly Employees of Lufkin Industries, LLC. moved in.
2011: money from Thrift Plan for Hourly Employees of Lufkin Industries, LLC. moved in.
2012: money from Thrift Plan for Hourly Employees of Lufkin Industries, LLC. moved in.
2013: money from Thrift Plan for Hourly Employees of Lufkin Industries, LLC. moved in.
2014: money from Thrift Plan for Hourly Employees of Lufkin Industries, LLC. moved in.

Filed 2009-2014Thrift Plan for Salaried Employees of Lufkin Industries, Inc., Lufkin Industries, LLC
2014Assets transferred to Asset Management Plan for Affiliated Ge Companies
2017Assets transferred to Ge Aerospace Retirement Savings Plan
TodayGe Aerospace Retirement Savings Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.

Records are kept by Fidelity Investments Institutional, per the 2024 filing.

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.

2014: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
2014: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).

"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	1,273	149	Filing
2010	1,411	164	Filing
2011	1,536	185	Filing
2012	1,821	223	Filing
2013	1,949	184	Filing
2014	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.