Defined Benefit (Pension) · DOL Form 5500 · 2023

Takeda Pharmaceuticals U.S.a., Inc Pension Plan

Data updated 2026-08-25

$375M
Total assets Above avg plan size
549
Participants Below avg headcount
97th
Percentile by assets National rank
$682,661
Avg per participant High balance/head
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Official DOL plan name: Baxalta Incorporated and Subsidiaries Pension Plan · Sponsored by Takeda Pharmaceuticals U.S.a., Inc · Pennsylvania · Manufacturing

$375M in assets, 549 participants

Takeda Pharmaceuticals U.S.a., Inc's Baxalta Incorporated and Subsidiaries Pension Plan reported $375M in total assets and 549 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #17,744 in Manufacturing (18,722 peers)

Where Baxalta Incorporated and Subsidiaries Pension Plan sits by assets

Baxalta Incorporated and Subsidiaries Pension Plan sits in the top 5% of all filed plans by assets, $375M for 549 participants (~$682,661/participant), up 12.3% in 2023.

#17,744
in Manufacturing (18,722 peers)
+12.3%
assets growth YoY
3.8×
vs typical plan assets (national mean)

Baxalta Incorporated and Subsidiaries Pension Plan's outsized position by total assets

Baxalta Incorporated and Subsidiaries Pension Plan vs every filed plan by assets

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

$374,780,754 Top 3% higher than 97% 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

Baxalta Incorporated and Subsidiaries Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baxalta Incorporated and Subsidiaries Pension Plan sits mid-pack in the medium band (549 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baxalta Incorporated and Subsidiaries Pension Plan reported net income rose from -$46M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Baxalta Incorporated and Subsidiaries Pension Plan end-of-year assets rose from $334M in the plan year 2022 filing to $375M in the plan year 2023 filing.
  • Baxalta Incorporated and Subsidiaries Pension Plan reported participants fell from 591 in the plan year 2022 filing to 549 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 134013710 · Takeda Pharmaceuticals U.S.a., Inc PY 2023 · Defined Benefit (Pension)

Baxalta Incorporated and Subsidiaries Pension Plan · $375M · 549 · 97th

  • RANK $375M
  • PHOTO 549
  • IND 97th
  • EOY Defined Benefit (Pension)
  • 5500 near Smart Local Unions and Councils Pension Fund
  • ASSETS ind #17744

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 Pennsylvania →

Baxalta Incorporated and Subsidiaries Pension Plan in the asset neighbourhood

Local Union 786 Building Material Pension FundLocal Union 786 Building Mat…$376MFoster Farms Group Pension PlanFoster Farms Group Pension P…$375MSmart Local Unions and Councils Pension FundSmart Local Unions and Counc…$375MBaxalta Incorporated and Subsidiaries Pension PlanBaxalta Incorporated and Sub…$375MEquifax Inc. U.S. Retirement Income PlanEquifax Inc. U.S. Retirement…$374M
End-of-year total assets ($M) among Baxalta Incorporated and Subsidiaries Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$334M
Net Assets (End of Year)$375M
Net Income$41M
Employer EIN134013710
Plan Effective Date2015-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Takeda Pharmaceuticals U.S.a., Inc)

Sponsor-wide plan assets over time

All Takeda Pharmaceuticals U.S.a., Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6.6B 34.902467024743345% vs 2022
2024 filing year
$4B$5B$6B$7B 202220232024 $4.87B $6.58B ▲ +35.1%
Year Plans Participants Total Assets
2022 2 21,188 $4.9B
2023 2 22,340 $5.8B
2024 2 23,769 $6.6B

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Baxalta Incorporated and Subsidiaries Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Baxalta Incorporated and Subsidiaries Pension Plan, Total assets ($B): 0.374780754 · Participants: 549Baxalta Incorporated and Subsidiaries Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Baxalta Incorporated and Subsidiaries Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Baxalta Incorporated and Subsidiaries Pension Plan side-by-side with 3 peers →

Baxalta Incorporated and Subsidiaries Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Smart Local Unions and Councils Pension Fund in VA ($375M); by covered participants it is Plumbers & Steamfitters Local 267 Pension Fund in NY (549 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($375M here).

Similar participant headcount

Nearest other-state filings by covered participants (549 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 Baxalta Incorporated and Subsidiaries Pension Plan assets move in 2023? ▼
Baxalta Incorporated and Subsidiaries Pension Plan grew at a solid clip - up 12.3% during 2023, from $334M to $375M. Reported net income was $41M.
How have Takeda Pharmaceuticals U.S.a., Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Takeda Pharmaceuticals U.S.a., Inc's sponsor-wide assets grew 34.9%, from $4.9B to $6.6B.
Where does Baxalta Incorporated and Subsidiaries Pension Plan rank by assets among Form 5500 filers? ▼
Baxalta Incorporated and Subsidiaries Pension Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Baxalta Incorporated and Subsidiaries Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Smart Local Unions and Councils Pension Fund in VA ($375M, 938 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Baxalta Incorporated and Subsidiaries Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Plumbers & Steamfitters Local 267 Pension Fund in NY (549 participants, $169M 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 134013710.

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.