Sony Usa 401(K) Plan — Form 5500 plan (Sony Corporation Of America)
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, Sony Usa 401(K) Plan is a benefit plan reported by Sony Corporation Of America under EIN 13-1914734 and plan number 002. The latest loaded filing year is 2023. The filing reports 25,707 participants and $5,476,120,488 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sony Corporation Of America
- EIN
- 13-1914734
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 25,707
- End-of-year plan assets
- $5,476,120,488
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 25,707 | H, C | 20241014141201NAL0013426787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,476,120,488
- Total liabilities (EOY)
- $2,025,895
- Net assets (EOY)
- $5,474,094,593
- Net assets (BOY)
- $4,511,141,230
Income & contributions
- Employer contributions
- $108,380,582
- Participant contributions
- $205,370,841
- Total contributions
- $367,386,049
- Total income / additions
- $1,252,002,930
Expenses & distributions
- Benefits paid
- $282,662,211
- Administrative expenses
- $6,387,356
- Total expenses
- $289,049,567
- Net increase / (decrease)
- $962,953,363
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blackrock | NONE | $1,061,102 | not reported in the loaded dataset | 2023 |
| Edelman Financial Engines, LLC | NONE | $968,582 | not reported in the loaded dataset | 2023 |
| T Rowe Price Asset Mgmt Inc | NONE | $896,443 | not reported in the loaded dataset | 2023 |
| T. Rowe Price Associates, Inc. | NONE | $888,924 | not reported in the loaded dataset | 2023 |
| Altrinsic Global Advisors, LLC | NONE | $772,874 | not reported in the loaded dataset | 2023 |
| Prudential Trust Company | NONE | $685,924 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $431,236 | $0 | 2023 |
| Loomis Sayles Trust Company | NONE | $228,497 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | NONE | $151,525 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Llp | NONE | $140,000 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Tr Co. | NONE | $114,950 | $0 | 2023 |
| Aon Consulting | NONE | $25,484 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co. Inc. | NONE | $1,354 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sony Corporation Of America
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Blackrock — Schedule C compensation
- Edelman Financial Engines, LLC — Schedule C compensation
- T Rowe Price Asset Mgmt Inc — Schedule C compensation
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Altrinsic Global Advisors, LLC — Schedule C compensation
- Prudential Trust Company — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation
- State Street Global Advisors Tr Co. — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Charles Schwab & Co. Inc. — Schedule C compensation