Otsuka America 401(K) Savings Plan — Form 5500 plan (Otsuka America Pharmaceutical 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, Otsuka America 401(K) Savings Plan is a benefit plan reported by Otsuka America Pharmaceutical Inc. under EIN 52-1630683 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,633 participants and $939,383,422 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Otsuka America Pharmaceutical Inc.
EIN
52-1630683
Plan number
001
Plan type
2
Location
Princeton, NJ
Latest filing year
2023
Participants
3,633
End-of-year plan assets
$939,383,422

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,633H, C20241009170442NAL0033476560001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$939,383,422
Total liabilities (EOY)
$0
Net assets (EOY)
$939,383,422
Net assets (BOY)
$663,912,659

Income & contributions

Employer contributions
$38,664,951
Participant contributions
$50,535,518
Total contributions
$106,431,756
Total income / additions
$264,851,598

Expenses & distributions

Benefits paid
$72,537,327
Administrative expenses
$0
Total expenses
$72,569,125
Net increase / (decrease)
$192,282,473

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rocaton Investment Advisors, LLCCONSULTANT$151,075not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$461,469$02023

Related Form 5500 pages