2023 Form 5500 filing — Paccar Inc Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716185520NAL0007616130001) for Paccar Inc Retirement Plan, reported by Paccar Inc under EIN 91-0351110 and plan number 001. It reports 16,537 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716185520NAL0007616130001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Paccar Inc
- EIN
- 91-0351110
- Plan number
- 001
- Location
- Bellevue, WA
- Participants
- 16,537
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,560,094,251
- Total liabilities (EOY)
- $100,047,475
- Net assets (EOY)
- $2,460,046,776
- Total income / additions
- $355,168,946
- Benefits paid
- $69,569,456
- Administrative expenses
- $5,162,168
- Total expenses
- $74,731,624
- Net increase / (decrease)
- $280,437,322
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Russell Investments Trust Company | TRUSTEE | $1,605,721 | not reported in the loaded dataset |
| Pimco | INVESTMENT MANAGER | $588,066 | $0 |
| Blackrock | INVESTMENT MANAGER | $484,736 | not reported in the loaded dataset |
| Northern Trust Investments, Inc | INVESTMENT MANAGER | $315,664 | $0 |
| Dimensional Fund Advisors | INVESTMENT MANAGER | $173,349 | not reported in the loaded dataset |
| Fidelity | INVESTMENT MANAGER | $124,021 | $0 |
| Milliman, Inc | ACTUARY | $109,737 | not reported in the loaded dataset |
| Hewitt | INFORMATION MANAGEMENT | $105,151 | not reported in the loaded dataset |
| Ernst And Young | AUDITOR | $40,795 | not reported in the loaded dataset |
| Direct Connect Group (Dcg) LLC | NONE | $10,986 | not reported in the loaded dataset |
| Td Securities Usa LLC | NONE | $8,801 | not reported in the loaded dataset |