2023 Form 5500 filing — Toyota Motor Sales, U.S.A., Inc. Pension 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 20241007235439NAL0028662144001) for Toyota Motor Sales, U.S.A., Inc. Pension Plan, reported by Toyota Motor North America, Inc. under EIN 95-3141669 and plan number 003. It reports 13,542 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007235439NAL0028662144001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Toyota Motor North America, Inc.
- EIN
- 95-3141669
- Plan number
- 003
- Location
- Plano, TX
- Participants
- 13,542
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,881,698,776
- Total liabilities (EOY)
- $190,393,907
- Net assets (EOY)
- $4,691,304,869
- Total income / additions
- $402,156,254
- Benefits paid
- $122,688,184
- Administrative expenses
- $12,981,323
- Total expenses
- $135,669,507
- Net increase / (decrease)
- $266,486,747
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | N/A | $1,887,833 | not reported in the loaded dataset |
| Mfs Institutional Advisors | N/A | $1,139,598 | not reported in the loaded dataset |
| Invesco Advisors, Inc. | N/A | $1,099,036 | not reported in the loaded dataset |
| Pacific Investment Management Co | N/A | $897,890 | $0 |
| Loomis Sayles | N/A | $861,130 | not reported in the loaded dataset |
| Brown Advisory, Inc. | N/A | $807,348 | not reported in the loaded dataset |
| Wellington Management Company Llp | N/A | $794,298 | not reported in the loaded dataset |
| Pgim Inc | N/A | $792,570 | not reported in the loaded dataset |
| Boston Partners Global Investors | N/A | $746,980 | $0 |
| Northern Trust Company | N/A | $696,004 | $0 |
| Goldman Sachs Trust Company | N/A | $396,846 | not reported in the loaded dataset |
| Conduent Human Resource Services | N/A | $215,862 | not reported in the loaded dataset |
| Conduent Hr | N/A | $118,579 | not reported in the loaded dataset |
| Moss Adams Llp | N/A | $66,830 | not reported in the loaded dataset |
| Polaris Capital Management, LLC | N/A | $0 | $0 |