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

Hitachi High-Tech America, Inc. Retirement Plan

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

Sponsored by Hitachi High-Tech America, Inc. · Illinois · Wholesale Trade

What the 2023 filing shows

Hitachi High-Tech America, Inc. Retirement Plan holds $70M for 347 participants — about $200,736 per participant, down 16.3% over the 2022 plan year.

$70M
total plan assets (2022 EOY)
347
covered participants
$200,736
avg assets per participant
-16.3%
assets change YoY

The plan reported a net loss of $13M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$70M
Participants
347
State
Industry
Wholesale Trade

What the Filing Says About Hitachi High-Tech America, Inc. Retirement Plan

Hitachi High-Tech America, Inc. Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Hitachi High-Tech America, Inc., headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $70M in total end-of-year assets and covers 347 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 010569971, and the plan has been effective since 1994-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $83M at the beginning of 2022 to $70M at year-end — a decline of 16.3%. Net assets (after liabilities) closed the year at $70M, with reported net income of $-13,474,958 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)$83M
Total Assets (End of Year)$70M
Net Assets (End of Year)$70M
Net Income$-13,474,958
Plan TypeDefined Benefit (Pension)
Employer EIN010569971
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hitachi High-Tech America, Inc.)

Year Plans Participants Total Assets
2022 2 957 $201M
2023 2 1,060 $242M
2024 2 1,054 $268M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Frequently Asked Questions

How much money is in the Hitachi High-Tech America, Inc. Retirement Plan?
As of the 2022 Form 5500 filing, Hitachi High-Tech America, Inc. Retirement Plan holds $70M in total assets with 347 participants. It is sponsored by Hitachi High-Tech America, Inc..
What type of plan is Hitachi High-Tech America, Inc. Retirement Plan?
Hitachi High-Tech America, Inc. Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1994-04-01. The plan is filed with the U.S. Department of Labor under EIN 010569971.
Who sponsors the Hitachi High-Tech America, Inc. Retirement Plan?
Hitachi High-Tech America, Inc. Retirement Plan is sponsored by Hitachi High-Tech America, Inc., located in Illinois. The sponsor's EIN is 010569971 and the plan operates in the Wholesale Trade industry.
How did Hitachi High-Tech America, Inc. Retirement Plan perform in 2022?
Hitachi High-Tech America, Inc. Retirement Plan declined by 16.3% during 2022, moving from $83M to $70M in total assets. Net income was $-13,474,958.
Where can I find official filings for Hitachi High-Tech America, Inc. Retirement Plan?
Official Form 5500 filings for Hitachi High-Tech America, Inc. Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 010569971 or plan name at efast.dol.gov.
How does Hitachi High-Tech America, Inc. Retirement Plan compare to other plans?
You can compare Hitachi High-Tech America, Inc. Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Illinois 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 010569971.

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