Defined Benefit (Pension) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$375M
Total assets: 549
Participants: 97th
Percentile by assets: $682,661
Avg per participant

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.

97th percentile by assets (of 127,072 plans)
#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.

$375M
total plan assets (2023 EOY): 549
covered participants: 97th
percentile by assets (of 127,072 plans): $682,661
avg assets per participant

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 →

State

Pennsylvania

Industry

Manufacturing

Baxalta Incorporated and Subsidiaries Pension Plan vs the 2023 asset distribution

By assets, Baxalta Incorporated and Subsidiaries Pension Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$334M
Net Assets (End of Year)	$375M
Net Income	$41M
Employer EIN	134013710
Plan Effective Date	2015-05-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Takeda Pharmaceuticals U.S.a., Inc plans on file

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

National Elevator Industry Pension Plan $11.2B · 27,434
Steelworkers Pension Trust $6.6B · 47,052
The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
Constellation Retirement Program $5.3B · 5,080
The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374

Compare Baxalta Incorporated and Subsidiaries Pe… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Baxalta Incorporated and Subsidiaries Pension Plan by total assets, not by location.

Smart Local Unions and Councils Pension Fund (VA) $375M · 938
Equifax Inc. U.S. Retirement Income Plan (GA) $374M · 420
Foster Farms Group Pension Plan (CA) $375M · 2,691
Local Union 786 Building Material Pension Fund (IL) $376M · 1,031

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).

Next read for Baxalta Incorporated and Subsidiaries Pe…

Scale reading

Ways to act on Baxalta Incorporated and Subsidiaries Pension Plan's numbers.

By total assets, Baxalta Incorporated and Subsidiaries Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
Takeda Pharmaceuticals U.S.a., Inc's sponsor-wide assets have grown 34.9% since 2022 across 3 plan years on file. More Manufacturing plans

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.