401(k) · DOL Form 5500 · 2023

Shimano North America Holding, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
284
Participants Below avg headcount
84th
Percentile by assets National rank
$147,373
Avg per participant Above avg balance/head
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Official DOL plan name: Shimano North America 401(k) Profit Sharing Plan · Sponsored by Shimano North America Holding, Inc. · California · Wholesale Trade

$42M in assets, 284 participants

Shimano North America Holding, Inc.'s Shimano North America 401(k) Profit Sharing Plan reported $42M in total assets and 284 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,315 in Wholesale Trade (6,309 peers)

Coverage in California

Shimano North America 401(k) Profit Sharing Plan covers 284 participants in California, about 45% of the average California filer (state average ~630 per filing). Assets: $42M.

#5,315
in Wholesale Trade (6,309 peers)
+18.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Shimano North America 401(k) Profit Sharing Plan's outsized position by total assets

Shimano North America 401(k) Profit Sharing Plan vs every filed plan by assets

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

$41,853,811 Top 16% higher than 84% 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

Shimano North America 401(k) Profit Sharing 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. Shimano North America 401(k) Profit Sharing Plan sits mid-pack in the medium band (284 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shimano North America 401(k) Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Shimano North America 401(k) Profit Sharing Plan reported participants fell from 372 in the plan year 2022 filing to 284 in the plan year 2023 filing.
  • Shimano North America 401(k) Profit Sharing Plan end-of-year assets rose from $35M in the plan year 2022 filing to $42M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330203740 · Shimano North America Holding, Inc. PY 2023 · 401(k)

Shimano North America 401(k) Profit Sharing Plan · $42M · 284 · 84th

  • BOY $42M
  • SCH 284
  • EBSA 84th
  • PART 401(k)
  • TYPE near Van Buren Bancorporation Employee Stock Ownership and 401(k) Plan
  • NET ind #5315

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 Wholesale Trade retirement plans → · Plans in California →

Shimano North America 401(k) Profit Sharing Plan in the asset neighbourhood

Cash-Wa Distributing Company 401(k) Profit Sharing PlanCash-Wa Distributing Company…$42MCrounse Corporation 401(k) PlanCrounse Corporation 401(k) P…$42MShimano North America 401(k) Profit Sharing PlanShimano North America 401(k)…$42MVan Buren Bancorporation Employee Stock Ownership and 401(k) PlanVan Buren Bancorporation Emp…$42MCharleston Ent Associates, LLC Profit Sharing PlanCharleston Ent Associates, L…$42M
End-of-year total assets ($M) among Shimano North America 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$42M
Net Income$6M
Employer EIN330203740
Plan Effective Date1993-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shimano North America Holding, Inc.)

Sponsor-wide plan assets over time

All Shimano North America Holding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 33.03496558331233% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.5M $47.2M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 372 $35M
2023 1 284 $42M
2024 1 286 $47M

Nearby 401(k) Plans in California

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

Shimano North America 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Shimano North America 401(k) Profit Sharing Plan, Total assets ($B): 0.041853811 · Participants: 284Shimano North America 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Shimano North America 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Shimano North America 401(k) Profit Sharing Plan side-by-side with 3 peers →

Shimano North America 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Van Buren Bancorporation Employee Stock Ownership and 401(k) Plan in IA ($42M); by covered participants it is W D Partners Profit Sharing Plan in OH (284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (284 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 Shimano North America 401(k) Profit Sharing Plan assets move in 2023? ▼
Shimano North America 401(k) Profit Sharing Plan grew sharply - up 18.1% during 2023, from $35M to $42M. Reported net income was $6M.
How have Shimano North America Holding, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shimano North America Holding, Inc.'s sponsor-wide assets grew 33.0%, from $35M to $47M.
Where does Shimano North America 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Shimano North America 401(k) Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shimano North America 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Van Buren Bancorporation Employee Stock Ownership and 401(k) Plan in IA ($42M, 54 participants).
Which 401(k) plans cover a similar participant headcount to Shimano North America 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is W D Partners Profit Sharing Plan in OH (284 participants, $34M 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 330203740.

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.