Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Shimadzu Scientific Instruments, Inc. Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Shimadzu Scientific Instruments, Inc. · Maryland · Professional & Technical Services

What the 2023 filing shows

Shimadzu Scientific Instruments, Inc. Retirement Plan holds $89M for 501 participants — about $176,982 per participant, down 17.1% over the 2022 plan year.

$89M
total plan assets (2022 EOY)
501
covered participants
$176,982
avg assets per participant
-17.1%
assets change YoY

The plan reported a net loss of $18M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$89M
Participants
501
State
Industry
Professional & Technical Services

What the Filing Says About Shimadzu Scientific Instruments, Inc. Retirement Plan

Shimadzu Scientific Instruments, Inc. Retirement Plan is a Profit Sharing retirement plan sponsored by Shimadzu Scientific Instruments, Inc., headquartered in Maryland. As of the 2022 Form 5500 filing, the plan reports $89M in total end-of-year assets and covers 501 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 521035956, and the plan has been effective since 1984-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $107M at the beginning of 2022 to $89M at year-end — a decline of 17.1%. Net assets (after liabilities) closed the year at $89M, with reported net income of $-18,260,777 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$107M
Total Assets (End of Year)$89M
Net Assets (End of Year)$89M
Net Income$-18,260,777
Plan TypeProfit Sharing
Employer EIN521035956
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shimadzu Scientific Instruments, Inc.)

Year Plans Participants Total Assets
2022 1 501 $89M
2023 1 533 $105M
2024 1 567 $115M

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Frequently Asked Questions

How much money is in the Shimadzu Scientific Instruments, Inc. Retirement Plan?
As of the 2022 Form 5500 filing, Shimadzu Scientific Instruments, Inc. Retirement Plan holds $89M in total assets with 501 participants. It is sponsored by Shimadzu Scientific Instruments, Inc..
What type of plan is Shimadzu Scientific Instruments, Inc. Retirement Plan?
Shimadzu Scientific Instruments, Inc. Retirement Plan is a Profit Sharing plan. It has been effective since 1984-10-01. The plan is filed with the U.S. Department of Labor under EIN 521035956.
Who sponsors the Shimadzu Scientific Instruments, Inc. Retirement Plan?
Shimadzu Scientific Instruments, Inc. Retirement Plan is sponsored by Shimadzu Scientific Instruments, Inc., located in Maryland. The sponsor's EIN is 521035956 and the plan operates in the Professional & Technical Services industry.
How did Shimadzu Scientific Instruments, Inc. Retirement Plan perform in 2022?
Shimadzu Scientific Instruments, Inc. Retirement Plan declined by 17.1% during 2022, moving from $107M to $89M in total assets. Net income was $-18,260,777.
Where can I find official filings for Shimadzu Scientific Instruments, Inc. Retirement Plan?
Official Form 5500 filings for Shimadzu Scientific Instruments, Inc. Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 521035956 or plan name at efast.dol.gov.
How does Shimadzu Scientific Instruments, Inc. Retirement Plan compare to other plans?
You can compare Shimadzu Scientific Instruments, Inc. Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 521035956.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.