Paccar Inc Retirement Plan — Form 5500 plan (Paccar 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, Paccar Inc Retirement Plan is a benefit plan reported by Paccar Inc under EIN 91-0351110 and plan number 001. The latest loaded filing year is 2023. The filing reports 16,537 participants and $2,560,094,251 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Paccar Inc
- EIN
- 91-0351110
- Plan number
- 001
- Plan type
- 2
- Location
- Bellevue, WA
- Latest filing year
- 2023
- Participants
- 16,537
- End-of-year plan assets
- $2,560,094,251
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,537 | H, C | 20240716185520NAL0007616130001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,560,094,251
- Total liabilities (EOY)
- $100,047,475
- Net assets (EOY)
- $2,460,046,776
- Net assets (BOY)
- $2,179,609,454
Income & contributions
- Total contributions
- $0
- Total income / additions
- $355,168,946
Expenses & distributions
- Benefits paid
- $69,569,456
- Administrative expenses
- $5,162,168
- Total expenses
- $74,731,624
- Net increase / (decrease)
- $280,437,322
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Russell Investments Trust Company | TRUSTEE | $1,605,721 | not reported in the loaded dataset | 2023 |
| Pimco | INVESTMENT MANAGER | $588,066 | $0 | 2023 |
| Blackrock | INVESTMENT MANAGER | $484,736 | not reported in the loaded dataset | 2023 |
| Northern Trust Investments, Inc | INVESTMENT MANAGER | $315,664 | $0 | 2023 |
| Dimensional Fund Advisors | INVESTMENT MANAGER | $173,349 | not reported in the loaded dataset | 2023 |
| Fidelity | INVESTMENT MANAGER | $124,021 | $0 | 2023 |
| Milliman, Inc | ACTUARY | $109,737 | not reported in the loaded dataset | 2023 |
| Hewitt | INFORMATION MANAGEMENT | $105,151 | not reported in the loaded dataset | 2023 |
| Ernst And Young | AUDITOR | $40,795 | not reported in the loaded dataset | 2023 |
| Direct Connect Group (Dcg) LLC | NONE | $10,986 | not reported in the loaded dataset | 2023 |
| Td Securities Usa LLC | NONE | $8,801 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Paccar Inc
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bellevue, WA
- Russell Investments Trust Company — Schedule C compensation
- Pimco — Schedule C compensation
- Blackrock — Schedule C compensation
- Northern Trust Investments, Inc — Schedule C compensation
- Dimensional Fund Advisors — Schedule C compensation
- Fidelity — Schedule C compensation
- Milliman, Inc — Schedule C compensation
- Hewitt — Schedule C compensation
- Ernst And Young — Schedule C compensation
- Direct Connect Group (Dcg) LLC — Schedule C compensation
- Td Securities Usa LLC — Schedule C compensation