401(k) · DOL Form 5500 · 2022

Makita USA, Inc. 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
865
Participants Near avg headcount
92nd
Percentile by assets National rank
$95,082
Avg per participant Below avg balance/head
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Official DOL plan name: Makita Shared Savings Plan · Sponsored by Makita USA, Inc. · California · Manufacturing

$82M in assets, 865 participants

Makita USA, Inc.'s Makita Shared Savings Plan reported $82M in total assets and 865 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #17,991 in Manufacturing (20,602 peers)

Where Makita Shared Savings Plan sits by assets

Makita Shared Savings Plan sits in the top 10% of all filed plans by assets, $82M for 865 participants (~$95,082/participant), down 14.6% in 2022.

#17,991
in Manufacturing (20,602 peers)
-14.6%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Makita Shared Savings Plan's outsized position by total assets

Makita Shared Savings Plan vs every filed plan by assets

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

$82,245,638 Top 8% higher than 92% 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

Makita Shared Savings 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. Makita Shared Savings Plan sits mid-pack in the medium band (865 participants).

Form 5500 schedule snapshot

Filing strip 132672211 · Makita USA, Inc. PY 2022 · 401(k)

Makita Shared Savings Plan · $82M · 865 · 92nd

  • PHOTO $82M
  • IND 865
  • EOY 92nd
  • 5500 401(k)
  • ASSETS near Elior, Inc. 401(k) Plan
  • PCT ind #17991

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 California →

Makita Shared Savings Plan in the asset neighbourhood

Bhp Minerals USA Retirement Savings PlanBhp Minerals USA Retirement …$82MMakita Shared Savings Plan$82MElior, Inc. 401(k) Plan$82MUpm Raflatac Retirement Savings PlanUpm Raflatac Retirement Savi…$82MC2 Essentials, Inc. 401(k) Profit-Sharing PlanC2 Essentials, Inc. 401(k) P…$82M
End-of-year total assets ($M) among Makita Shared Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$82M
Net Income-$14M
Employer EIN132672211
Plan Effective Date1986-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Makita USA, Inc.)

Sponsor-wide plan assets over time

All Makita USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$99M 20.51425754640021% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $82.3M $99.1M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 865 $82M
2023 1 952 $93M
2024 1 714 $99M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Makita Shared Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Makita Shared Savings Plan, Total assets ($B): 0.082245638 · Participants: 865Makita Shared Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Makita Shared Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Makita Shared Savings Plan side-by-side with 3 peers →

Makita Shared Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Elior, Inc. 401(k) Plan in NC ($82M); by covered participants it is Norfolk Iron & Metal Company 401(k) Profit Sharing Plan in NE (865 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($82M here).

Similar participant headcount

Nearest other-state filings by covered participants (865 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 Makita Shared Savings Plan assets move in 2022? ▼
Makita Shared Savings Plan pulled back noticeably - down 14.6% during 2022, from $96M to $82M. Reported net income was -$14M.
How have Makita USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Makita USA, Inc.'s sponsor-wide assets grew 20.5%, from $82M to $99M.
Where does Makita Shared Savings Plan rank by assets among Form 5500 filers? ▼
Makita Shared Savings Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Makita Shared Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elior, Inc. 401(k) Plan in NC ($82M, 18,877 participants).
Which 401(k) plans cover a similar participant headcount to Makita Shared Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Norfolk Iron & Metal Company 401(k) Profit Sharing Plan in NE (865 participants, $59M 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 132672211.

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.