401(k) · DOL Form 5500 · 2023

Otsuka America Pharmaceutical Inc. 401(k) Plan

Data updated 2026-08-25

$939M
Total assets Above avg plan size
2,405
Participants Above avg headcount
99th
Percentile by assets National rank
$390,596
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#20,124
in Professional & Technical Services (20,321 peers)
+25.7%
assets growth YoY
9.4×
vs typical plan assets (national mean)

Otsuka America 401(k) Savings Plan's outsized position by total assets

Otsuka America 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$939,383,422 Top 1% higher than 99% of 127,068 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 2023

Otsuka America 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Otsuka America 401(k) Savings Plan lands in the large band (2,405 participants).

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 →

EBSA filing schedule strip

Filing strip 521630683 · Otsuka America Pharmaceutical Inc. PY 2023 · 401(k)

Otsuka America 401(k) Savings Plan · $939M · 2,405 · 99th

  • PHOTO $939M
  • PHOTO 2,405
  • PHOTO 99th
  • PHOTO 401(k)
  • PHOTO near Employee Savings and Investment Plan of Levi Strauss & Co.
  • PHOTO ind #20124

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

Otsuka America 401(k) Savings Plan in the asset neighbourhood

Comfort Systems USA, Inc. 401(k) PlanComfort Systems USA, Inc. 40…$941MNorton Rose Fulbright US L.L.P. 401(k) and Profit Sharing PlanNorton Rose Fulbright US L.L…$941MEmployee Savings and Investment Plan of Levi Strauss & Co.Employee Savings and Investm…$939MOtsuka America 401(k) Savings PlanOtsuka America 401(k) Saving…$939MSirius Xm Radio 401(k) Savings PlanSirius Xm Radio 401(k) Savin…$937M
End-of-year total assets ($M) among Otsuka America 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Otsuka America Pharmaceutical Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 45.15585742082147% vs 2022
2024 filing year
$0.8B$1B$1.2B$1.4B 202220232024 $0.86B $1.25B ▲ +45.3%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Otsuka America 401(k) Savings Plan, Total assets ($B): 0.939383422 · Participants: 2405Otsuka America 401(k) Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Otsuka America 401(k) Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Otsuka America 401(k) Savings Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Employee Savings and Investment Plan of Levi Strauss & Co. in CA ($939M); by covered participants it is Renasant Bank 401(k) Plan in MS (2,405 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,405 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Otsuka America 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Renasant Bank 401(k) Plan in MS (2,405 participants, $296M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521630683.

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.