Mitsubishi Electric U.S. Companies' Retirement Plan — Form 5500 plan (Mitsubishi Electric Us, Inc.)

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, Mitsubishi Electric U.S. Companies' Retirement Plan is a benefit plan reported by Mitsubishi Electric Us, Inc. under EIN 33-0909808 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,559 participants and $766,540,352 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mitsubishi Electric Us, Inc.
EIN
33-0909808
Plan number
002
Plan type
3
Location
Cypress, CA
Latest filing year
2023
Participants
4,559
End-of-year plan assets
$766,540,352

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,559H, C20241009103712NAL0009112547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$766,540,352
Total liabilities (EOY)
$37
Net assets (EOY)
$766,540,315
Net assets (BOY)
$629,452,708

Income & contributions

Employer contributions
$24,283,169
Participant contributions
$28,681,887
Total contributions
$58,948,388
Total income / additions
$179,750,420

Expenses & distributions

Benefits paid
$55,522,212
Administrative expenses
$225,064
Total expenses
$55,821,795
Net increase / (decrease)
$123,928,625

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$127,492not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$97,572$02023

Related Form 5500 pages