Hitachi Employee 401(K) Retirement Plan — Form 5500 plan (Hitachi America, Ltd.)
Plain-English plan 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, Hitachi Employee 401(K) Retirement Plan is a benefit plan reported by Hitachi America, Ltd. under EIN 13-1896069 and plan number 002. The latest loaded filing year is 2023. The filing reports 19,021 participants and $3,152,400,514 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hitachi America, Ltd.
- EIN
- 13-1896069
- Plan number
- 002
- Plan type
- 3
- Location
- Tarrytown, NY
- Latest filing year
- 2023
- Participants
- 19,021
- End-of-year plan assets
- $3,152,400,514
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,021 | H, C | 20250603145459NAL0018494320001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,152,400,514
- Total liabilities (EOY)
- $1,882
- Net assets (EOY)
- $3,152,398,632
- Net assets (BOY)
- $2,382,412,313
Income & contributions
- Employer contributions
- $83,462,784
- Participant contributions
- $121,502,538
- Total contributions
- $228,652,723
- Total income / additions
- $693,880,329
Expenses & distributions
- Benefits paid
- $274,293,484
- Administrative expenses
- $1,822,823
- Total expenses
- $276,565,183
- Net increase / (decrease)
- $417,315,146
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $897,787 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $585,116 | not reported in the loaded dataset | 2023 |
| Bryan Cave Llp | ATTORNEY/LEGAL | $279,813 | not reported in the loaded dataset | 2023 |
| Janney Montgomery Scott LLC | CONSULTANT | $45,057 | not reported in the loaded dataset | 2023 |
| Cook Street Consultants | OTHER SERVICES | $40,919 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | ACCOUNTANT/AUDITOR | $15,041 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hitachi America, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Tarrytown, NY
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Bryan Cave Llp — Schedule C compensation
- Janney Montgomery Scott LLC — Schedule C compensation
- Cook Street Consultants — Schedule C compensation
- Forvis, Llp — Schedule C compensation