Defined Benefit (Pension) · DOL Form 5500 · 2022
Hitachi Energy USA Inc. Pension Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 418
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $64,698
- Avg per participant Low balance/head
Official DOL plan name: Cash Balance Pension Plan for Certain Represented Employees of Hitachi Energy USA Inc. · Sponsored by Hitachi Energy USA Inc. · North Carolina · Manufacturing
$27M in assets, 418 participants
Hitachi Energy USA Inc.'s Cash Balance Pension Plan for Certain Represented Employees of Hitachi Energy USA Inc. reported $27M in total assets and 418 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #15,196 in Manufacturing (20,602 peers)
Where Cash Balance Pension Plan for Certain Represented Employees of Hitachi Energy USA Inc. sits by assets
Cash Balance Pension Plan for Certain Represented Employees of Hitachi Energy USA Inc. sits in the top quartile of all filed plans by assets, $27M for 418 participants (~$64,698/participant), down 26.5% in 2022.
- #15,196
- in Manufacturing (20,602 peers)
- -26.5%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cash Balance Pension Plan for Certain Represented Employees of Hitachi Energy USA Inc.'s outsized position by total assets
Cash Balance Pension Plan for Certain Represented Employees of Hitachi Energy USA Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$27,043,811 Top 19% higher than 81% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Cash Balance Pension Plan for Certain Represented Employees of Hitachi Energy USA Inc. 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. Cash Balance Pension Plan for Certain Represented Employees of Hitachi Energy USA Inc. sits mid-pack in the medium band (418 participants).
Plan-year Form 5500 strip
Filing strip 943273443 · Hitachi Energy USA Inc. PY 2022 · Defined Benefit (Pension)
Cash Balance Pension Plan for Certain Represented Employees of Hitachi Energy USA Inc. · $27M · 418 · 81st
- TYPE $27M
- NET 418
- BOOK 81st
- VS-ST Defined Benefit (Pension)
- BOY near Avangrid Renewables LLC Retirement Plan
- SCH ind #15196
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 →
Cash Balance Pension Plan for Certain Represented Employees of Hitachi Energy USA Inc. in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$10M |
| Employer EIN | 943273443 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hitachi Energy USA Inc.)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 4,576 | $30M |
| 2023 | 3 | 460 | $32M |
| 2024 | 1 | 429 | $32M |
Nearby Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Honeywell Retirement Earnings Plan $17.0B · 12,452
- Truist Financial Corporation Pension Plan $12.5B · 37,931
- Duke Energy Legacy Pension Plan $4.0B · 346
- Duke Energy Retirement Cash Balance Plan $3.2B · 16,132
- Time Warner Cable Pension Plan $2.6B · 18,624
Cash Balance Pension Plan for Certain Represented Employees of Hitachi Energy USA Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Avangrid Renewables LLC Retirement Plan in CT ($27M); by covered participants it is Libbey Hourly Retirement Plan in OH (418 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (418 participants); asset peers above are excluded.
- Libbey Hourly Retirement Plan (OH) 418 · 0 off
- Seaboard Corporation Pension Plan (KS) 418 · 0 off
- Zimmer Biomet Holdings, Inc. Retirement Income Plan (IN) 419 · 1 off
- Service Federal Credit Union Retirement Pension Plan (NH) 417 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.