Defined Benefit (Pension) · DOL Form 5500 · 2022

Takeda Pharmaceuticals North America, Inc Pension Plan

Data updated 2026-08-11

$334M
Total assets
591
Participants
97th
Percentile by assets
$564,833
Avg per participant
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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.

  • 97th percentile by assets (of 139,126 plans)
  • #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.

$334M
total plan assets (2022 EOY)
591
covered participants
97th
percentile by assets (of 139,126 plans)
$564,833
avg assets per participant

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.

State
Industry

Baxalta Incorporated and Subsidiaries Pension Plan vs the 2022 asset distribution

By assets, Baxalta Incorporated and Subsidiaries Pension Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.3x the national average plan size of $100M (721 average participants).

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)

$4B$5B$6B$7B 202220232024 $4.87B $6.58B ▲ +35.1%
Total plan assets by year, all Takeda Pharmaceuticals North America, Inc plans on file
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

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…National Elevator In…Steelworkers Pension…The PNC Financial Se…Constellation Retire…The Bank of New York…
Baxalta Incorporated and Subsidiaries Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Baxalta Incorporated and Subsidiaries Pension Plan by total assets, not by location.

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).

Next read for Baxalta Incorporated and Subsidiaries Pe…

Scale reading

Ways to act on Baxalta Incorporated and Subsidiaries Pension Plan's numbers.

  • By total assets, Baxalta Incorporated and Subsidiaries Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
  • Takeda Pharmaceuticals North America, Inc's sponsor-wide assets have grown 34.9% since 2022 across 3 plan years on file. More Manufacturing plans