401(k) · DOL Form 5500 · 2023

Otsuka America Pharmaceutical Inc. 401(k) Plan

Data updated 2026-08-11

$939M
Total assets
2,405
Participants
99th
Percentile by assets
$390,596
Avg per participant
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Official DOL plan name: Otsuka America 401(k) Savings Plan · Sponsored by Otsuka America Pharmaceutical Inc. · New Jersey · Professional & Technical Services

$939M in assets, 2,405 participants

Otsuka America Pharmaceutical Inc.'s Otsuka America 401(k) Savings Plan reported $939M in total assets and 2,405 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 127,072 plans)
  • #20,124 in Professional & Technical Services (20,321 peers)

Coverage in New Jersey

Otsuka America 401(k) Savings Plan covers 2,405 participants in New Jersey, 2.8x the typical New Jersey plan (state average ~844 per filing). Assets: $939M.

$939M
total plan assets (2023 EOY)
2,405
covered participants
99th
percentile by assets (of 127,072 plans)
$390,596
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Otsuka America 401(k) Savings Plan reported net income rose from -$113M in the plan year 2022 filing to $192M in the plan year 2023 filing.
  • Otsuka America 401(k) Savings Plan end-of-year assets rose from $747M in the plan year 2022 filing to $939M in the plan year 2023 filing.
  • Otsuka America 401(k) Savings Plan reported participants rose from 2,185 in the plan year 2022 filing to 2,405 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Otsuka America 401(k) Savings Plan reports 2,405 participants - 2.8x that state average ($939M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$747M
Net Assets (End of Year)$939M
Net Income$192M
Employer EIN521630683
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Otsuka America Pharmaceutical Inc.)

$0.8B$1B$1.2B$1.4B 202220232024 $0.86B $1.25B ▲ +45.3%
Total plan assets by year, all Otsuka America Pharmaceutical Inc. plans on file
Year Plans Participants Total Assets
2022 2 2,280 $861M
2023 2 2,493 $1.1B
2024 2 3,083 $1.2B

Nearby 401(k) Plans in New Jersey

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

Otsuka America 401(k) Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Otsuka America 401(k) Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Otsuka America 401(k…JPMorgan Chase 401(k…Verizon Savings Plan…Johnson and Johnson …Ernst & Young Retire…Merck US Savings Plan
Otsuka America 401(k) Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Otsuka America 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Otsuka America 401(k) Savings Plan assets move in 2023?
Otsuka America 401(k) Savings Plan grew sharply - up 25.7% during 2023, from $747M to $939M. Reported net income was $192M.
How have Otsuka America Pharmaceutical Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Otsuka America Pharmaceutical Inc.'s sponsor-wide assets grew 45.2%, from $861M to $1.2B.
Where does Otsuka America 401(k) Savings Plan rank by assets among Form 5500 filers?
Otsuka America 401(k) Savings Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Otsuka America 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Employee Savings and Investment Plan of Levi Strauss & Co. in CA ($939M, 6,064 participants).

Filing takeaways

Ways to act on Otsuka America 401(k) Savings Plan's numbers.