401(k) · DOL Form 5500 · 2023
Takeda Pharmaceutical U.S.a., Inc. 401(k) Plan
Data updated 2026-08-25
- $5.5B
- Total assets Very large vs avg
- 21,791
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $251,106
- Avg per participant Above avg balance/head
Official DOL plan name: Takeda Pharmaceutical U.S.a., Inc. Savings and Retirement Plan · Sponsored by Takeda Pharmaceutical U.S.a., Inc. · Massachusetts · Manufacturing
$5.5B in assets, 21,791 participants
Takeda Pharmaceutical U.S.a., Inc.'s Takeda Pharmaceutical U.S.a., Inc. Savings and Retirement Plan reported $5.5B in total assets and 21,791 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #18,622 in Manufacturing (18,722 peers)
Coverage in Massachusetts
Takeda Pharmaceutical U.S.a., Inc. Savings and Retirement Plan covers 21,791 participants in Massachusetts, 33x the typical Massachusetts plan (state average ~659 per filing). Assets: $5.5B.
- #18,622
- in Manufacturing (18,722 peers)
- +20.5%
- assets growth YoY
- 55×
- vs typical plan assets (national mean)
Takeda Pharmaceutical U.S.a., Inc. Savings and Retirement Plan's outsized position by total assets
Takeda Pharmaceutical U.S.a., Inc. Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,471,853,608 Highest reported value at or above every one of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Takeda Pharmaceutical U.S.a., Inc. Savings and Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Takeda Pharmaceutical U.S.a., Inc. Savings and Retirement Plan is a mega filing (21,791 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Takeda Pharmaceutical U.S.a., Inc. Savings and Retirement Plan reported net income rose from -$899M in the plan year 2022 filing to $931M in the plan year 2023 filing.
- Takeda Pharmaceutical U.S.a., Inc. Savings and Retirement Plan end-of-year assets rose from $4.5B in the plan year 2022 filing to $5.5B in the plan year 2023 filing.
- Takeda Pharmaceutical U.S.a., Inc. Savings and Retirement Plan reported participants rose from 20,597 in the plan year 2022 filing to 21,791 in the plan year 2023 filing.
DOL schedule card
Filing strip 134013710 · Takeda Pharmaceutical U.S.a., Inc. PY 2023 · 401(k)
Takeda Pharmaceutical U.S.a., Inc. Savings and Retirement Plan · $5.5B · 21,791 · 100th
- NET $5.5B
- NET 21,791
- NET 100th
- NET 401(k)
- NET near Huntington Ingalls Industries Savings Plan
- NET ind #18622
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 Massachusetts →
Takeda Pharmaceutical U.S.a., Inc. Savings and Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $4.5B |
|---|---|
| Net Assets (End of Year) | $5.5B |
| Net Income | $931M |
| Employer EIN | 134013710 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Takeda Pharmaceutical U.S.a., Inc.)
Sponsor-wide plan assets over time
All Takeda Pharmaceutical U.S.a., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6.6B 34.902467024743345% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 21,188 | $4.9B |
| 2023 | 2 | 22,340 | $5.8B |
| 2024 | 2 | 23,769 | $6.6B |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Scale composition for Takeda Pharmaceutical U.S.a., Inc. Savings and Retirement Plan
Takeda Pharmaceutical U.S.a., Inc. Savings and Retirement Plan reports $5.5B in end-of-year assets across 21,791 participants (0.044% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.023% of 93,925,755 covered participants) - about $251,106 per participant (1.8x the national average assets-per-participant) . Net income for plan year 2023 was $931M.
This plan identity (EIN 134013710, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.5B to $6.2B (+36.1%) while covered participants moved from 20,597 to 23,253 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 20,597 | $4.5B | Open filing |
| 2023 | 21,791 | $5.5B | This page |
| 2024 · index core | 23,253 | $6.2B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Takeda Pharmaceutical U.S.a., Inc. Savings and Retirement Plan (401(k), $6.2B, 23,253 participants)
- Baxalta Incorporated and Subsidiaries Pension Plan (Defined Benefit (Pension), $395M, 516 participants)
Takeda Pharmaceutical U.S.a., Inc. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Huntington Ingalls Industries Savings Plan in VA ($5.5B); by covered participants it is Tpusa 401(k) Plan in UT (21,793 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5.5B here).
- Huntington Ingalls Industries Savings Plan (VA) $5.5B · 35,892
- Sony USA 401(k) Plan (NY) $5.5B · 13,118
- Deseret 401(k) Plan (UT) $5.5B · 24,292
- Honda 401(k) Savings Plan (CA) $5.5B · 34,918
Similar participant headcount
Nearest other-state filings by covered participants (21,791 participants); asset peers above are excluded.
- Tpusa 401(k) Plan (UT) 21,793 · 2 off
- Baptist Health 401(k) Plan (KY) 21,825 · 34 off
- Hospital Housekeeping Systems 401(k) Plan (TX) 21,745 · 46 off
- Life Care Centers of America, Inc. 401(k) Savings Plan (TN) 21,848 · 57 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.