Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

BAXALTA INCORPORATED AND SUBSIDIARIES PENSION PLAN

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

TAKEDA PHARMACEUTICALS NORTH AMERICA, INC

This Defined Benefit (Pension) plan holds $334M in total assets and serves 591 participants as of 2022. It is sponsored by TAKEDA PHARMACEUTICALS NORTH AMERICA, INC in Pennsylvania. The plan reported a net loss of $46M for the year.

Total Assets (2023)
$334M
Participants
591
State
Industry
Manufacturing

What the Filing Says About BAXALTA INCORPORATED AND SUBSIDIARIES PENSION PLAN

BAXALTA INCORPORATED AND SUBSIDIARIES PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by TAKEDA PHARMACEUTICALS NORTH AMERICA, INC, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $334M in total end-of-year assets and covers 591 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 134013710, and the plan has been effective since 2015-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $380M at the beginning of 2022 to $334M at year-end — a decline of 12.2%. Net assets (after liabilities) closed the year at $334M, with reported net income of $-46,369,800 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)$380M
Total Assets (End of Year)$334M
Net Assets (End of Year)$334M
Net Income$-46,369,800
Plan TypeDefined Benefit (Pension)
Employer EIN134013710
Plan Effective Date2015-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TAKEDA PHARMACEUTICALS NORTH AMERICA, INC)

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.

Frequently Asked Questions

How much money is in the BAXALTA INCORPORATED AND SUBSIDIARIES PENSION PLAN?
As of the 2022 Form 5500 filing, BAXALTA INCORPORATED AND SUBSIDIARIES PENSION PLAN holds $334M in total assets with 591 participants. It is sponsored by TAKEDA PHARMACEUTICALS NORTH AMERICA, INC.
What type of plan is BAXALTA INCORPORATED AND SUBSIDIARIES PENSION PLAN?
BAXALTA INCORPORATED AND SUBSIDIARIES PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 2015-05-01. The plan is filed with the U.S. Department of Labor under EIN 134013710.
Who sponsors the BAXALTA INCORPORATED AND SUBSIDIARIES PENSION PLAN?
BAXALTA INCORPORATED AND SUBSIDIARIES PENSION PLAN is sponsored by TAKEDA PHARMACEUTICALS NORTH AMERICA, INC, located in Pennsylvania. The sponsor's EIN is 134013710 and the plan operates in the Manufacturing industry.
How did BAXALTA INCORPORATED AND SUBSIDIARIES PENSION PLAN perform in 2022?
BAXALTA INCORPORATED AND SUBSIDIARIES PENSION PLAN declined by 12.2% during 2022, moving from $380M to $334M in total assets. Net income was $-46,369,800.
Where can I find official filings for BAXALTA INCORPORATED AND SUBSIDIARIES PENSION PLAN?
Official Form 5500 filings for BAXALTA INCORPORATED AND SUBSIDIARIES PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 134013710 or plan name at efast.dol.gov.
How does BAXALTA INCORPORATED AND SUBSIDIARIES PENSION PLAN compare to other plans?
You can compare BAXALTA INCORPORATED AND SUBSIDIARIES PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Pennsylvania 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 134013710.

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 official public datasets. See our methodology for details.