Defined Benefit (Pension) · DOL Form 5500 · 2022

Hitachi Energy USA Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
57
Participants Small participant base
37th
Percentile by assets National rank
$42,697
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hitachi Energy USA Inc. Pension Plan (Ue 625 & 626) · Sponsored by Hitachi Energy USA Inc. · North Carolina · Manufacturing

$2M in assets, 57 participants

Hitachi Energy USA Inc.'s Hitachi Energy USA Inc. Pension Plan (Ue 625 & 626) reported $2M in total assets and 57 participants in its 2022 DOL Form 5500 filing, ranking in the 37th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,186 in Manufacturing (20,602 peers)

2022 asset change

Hitachi Energy USA Inc. Pension Plan (Ue 625 & 626) surged 94.5% in 2022 ($1M → $2M) for 57 participants.

#4,186
in Manufacturing (20,602 peers)
+94.5%
assets growth YoY

Hitachi Energy USA Inc. Pension Plan (Ue 625 & 626)'s mid-pack asset rank among Manufacturing and all filers

Hitachi Energy USA Inc. Pension Plan (Ue 625 & 626) vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,433,745 37th percentile higher than 37% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Hitachi Energy USA Inc. Pension Plan (Ue 625 & 626) among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hitachi Energy USA Inc. Pension Plan (Ue 625 & 626) is a small filing (57 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 943273443 · Hitachi Energy USA Inc. PY 2022 · Defined Benefit (Pension)

Hitachi Energy USA Inc. Pension Plan (Ue 625 & 626) · $2M · 57 · 37th

  • NET $2M
  • NET 57
  • NET 37th
  • NET Defined Benefit (Pension)
  • NET near Pension Plan of Aurelia Osborn Fox Memorial Hospital
  • NET ind #4186

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in North Carolina →

Hitachi Energy USA Inc. Pension Plan (Ue 625 & 626) in the asset neighbourhood

Terrasage Pension Plan$2MSouthern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment PlanSouthern Highlands Community…$2MHitachi Energy USA Inc. Pension Plan (Ue 625 & 626)Hitachi Energy USA Inc. Pens…$2MPension Plan of Aurelia Osborn Fox Memorial HospitalPension Plan of Aurelia Osbo…$2MSouthwest Ohio Ent Specialists, Inc. Cash Balance Pension PlanSouthwest Ohio Ent Specialis…$2M
End-of-year total assets ($M) among Hitachi Energy USA Inc. Pension Plan (Ue 625 & 626) and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Hitachi Energy USA Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Hitachi Energy USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 9.242370369890413% vs 2022
2024 filing year
$29M$30M$31M$32M$33M 202220232024 $29.6M $32.4M ▲ +9.2%
Year Plans Participants Total Assets
2022 4 4,576 $30M
2023 3 460 $32M
2024 1 429 $32M

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN943273443
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Hitachi Energy USA Inc. Pension Plan (Ue 625 & 626) vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -505101520 Total assets ($B) Participants Hitachi Energy USA Inc. Pension Plan (Ue 625 & 626), Total assets ($B): 0.002433745 · Participants: 57Hitachi Energy USA Inc. Pension Plan (Ue 625 & 626)Honeywell Retirement Earnings Plan, Total assets ($B): 17.0193439 · Participants: 12452Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 12.462364023 · Participants: 37931Truist Financial Corporation Pension PlanDuke Energy Legacy Pension Plan, Total assets ($B): 4.0414 · Participants: 346Duke Energy Legacy Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 3.182 · Participants: 16132Duke Energy Retirement Cash Balance PlanTime Warner Cable Pension Plan, Total assets ($B): 2.583220843 · Participants: 18624Time Warner Cable Pension Plan
Hitachi Energy USA Inc. Pension Plan (Ue 625 & 626) vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants

Hitachi Energy USA Inc. Pension Plan (Ue 625 & 626)'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Pension Plan of Aurelia Osborn Fox Memorial Hospital in NY ($2M); by covered participants it is Emhart Glass U.S. Pension Plan in CT (57 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hitachi Energy USA Inc. Pension Plan (Ue 625 & 626) assets move in 2022?
Hitachi Energy USA Inc. Pension Plan (Ue 625 & 626) surged - up 94.5% during 2022, from $1M to $2M. Reported net income was $1M.
How have Hitachi Energy USA Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Hitachi Energy USA Inc.'s sponsor-wide assets grew 9.2%, from $30M to $32M.
Which Defined Benefit (Pension) plans are similar in size to Hitachi Energy USA Inc. Pension Plan (Ue 625 & 626)?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of Aurelia Osborn Fox Memorial Hospital in NY ($2M, 32 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hitachi Energy USA Inc. Pension Plan (Ue 625 & 626)?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Emhart Glass U.S. Pension Plan in CT (57 participants, $543 in assets).