Defined Benefit (Pension) · DOL Form 5500 · 2022

Takeda Pharmaceuticals North America, Inc Pension Plan

Data updated 2026-08-25

$334M
Total assets Above avg plan size
591
Participants Below avg headcount
97th
Percentile by assets National rank
$564,833
Avg per participant High balance/head
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Official DOL plan name: Baxalta Incorporated and Subsidiaries Pension Plan · Sponsored by Takeda Pharmaceuticals North America, Inc · Pennsylvania · Manufacturing

$334M in assets, 591 participants

Takeda Pharmaceuticals North America, Inc's Baxalta Incorporated and Subsidiaries Pension Plan reported $334M in total assets and 591 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,613 in Manufacturing (20,602 peers)

Where Baxalta Incorporated and Subsidiaries Pension Plan sits by assets

Baxalta Incorporated and Subsidiaries Pension Plan sits in the top 5% of all filed plans by assets, $334M for 591 participants (~$564,833/participant), down 12.2% in 2022.

#19,613
in Manufacturing (20,602 peers)
-12.2%
assets change YoY
3.3×
vs typical plan assets (national mean)

The plan reported a net loss of $46M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Baxalta Incorporated and Subsidiaries Pension Plan's outsized position by total assets

Baxalta Incorporated and Subsidiaries Pension Plan vs every filed plan by assets

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

$333,816,138 Top 3% higher than 97% 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

Baxalta Incorporated and Subsidiaries Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baxalta Incorporated and Subsidiaries Pension Plan sits mid-pack in the medium band (591 participants).

Form 5500 schedule snapshot

Filing strip 134013710 · Takeda Pharmaceuticals North America, Inc PY 2022 · Defined Benefit (Pension)

Baxalta Incorporated and Subsidiaries Pension Plan · $334M · 591 · 97th

  • EBSA $334M
  • PART 591
  • TYPE 97th
  • NET Defined Benefit (Pension)
  • BOOK near Suez Water Resources LLC Retirement Plan
  • VS-ST ind #19613

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 Pennsylvania →

Baxalta Incorporated and Subsidiaries Pension Plan in the asset neighbourhood

Greater Kansas City Laborers Pension PlanGreater Kansas City Laborers…$334MSuez Water Resources LLC Retirement PlanSuez Water Resources LLC Ret…$334MBaxalta Incorporated and Subsidiaries Pension PlanBaxalta Incorporated and Sub…$334MRetail Food Employers & Ufcw Local 711 PensionRetail Food Employers & Ufcw…$333MCaleres, Inc. Retirement Plan$333M
End-of-year total assets ($M) among Baxalta Incorporated and Subsidiaries Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$380M
Net Assets (End of Year)$334M
Net Income-$46M
Employer EIN134013710
Plan Effective Date2015-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Takeda Pharmaceuticals North America, Inc)

Sponsor-wide plan assets over time

All Takeda Pharmaceuticals North America, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6.6B 34.902467024743345% vs 2022
2024 filing year
$4B$5B$6B$7B 202220232024 $4.87B $6.58B ▲ +35.1%
Year Plans Participants Total Assets
2022 2 21,188 $4.9B
2023 2 22,340 $5.8B
2024 2 23,769 $6.6B

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Baxalta Incorporated and Subsidiaries Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Baxalta Incorporated and Subsidiaries Pension Plan, Total assets ($B): 0.333816138 · Participants: 591Baxalta Incorporated and Subsidiaries Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Baxalta Incorporated and Subsidiaries Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Baxalta Incorporated and Subsidiaries Pension Plan side-by-side with 3 peers →

Baxalta Incorporated and Subsidiaries Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Suez Water Resources LLC Retirement Plan in NJ ($334M); by covered participants it is Southern California Floor Covering Pension Trust Fund in CA (591 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($334M here).

Similar participant headcount

Nearest other-state filings by covered participants (591 participants); asset peers above are excluded.

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 Baxalta Incorporated and Subsidiaries Pension Plan assets move in 2022? ▼
Baxalta Incorporated and Subsidiaries Pension Plan pulled back noticeably - down 12.2% during 2022, from $380M to $334M. Reported net income was -$46M.
How have Takeda Pharmaceuticals North America, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Takeda Pharmaceuticals North America, Inc's sponsor-wide assets grew 34.9%, from $4.9B to $6.6B.
Where does Baxalta Incorporated and Subsidiaries Pension Plan rank by assets among Form 5500 filers? ▼
Baxalta Incorporated and Subsidiaries Pension Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Baxalta Incorporated and Subsidiaries Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Suez Water Resources LLC Retirement Plan in NJ ($334M, 540 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Baxalta Incorporated and Subsidiaries Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southern California Floor Covering Pension Trust Fund in CA (591 participants, $98M in assets).

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 134013710.

Read our methodology - how this data is sourced, computed, and verified.

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