401(k) · DOL Form 5500 · 2023

Shimadzu USA Manufacturing, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
142
Participants Small participant base
48th
Percentile by assets National rank
$43,433
Avg per participant Low balance/head
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Official DOL plan name: Shimadzu USA Manufacturing, Inc. Retirement Plan · Sponsored by Shimadzu USA Manufacturing, Inc. · Oregon · Manufacturing

$6M in assets, 142 participants

Shimadzu USA Manufacturing, Inc.'s Shimadzu USA Manufacturing, Inc. Retirement Plan reported $6M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #6,047 in Manufacturing (18,722 peers)

Coverage in Oregon

Shimadzu USA Manufacturing, Inc. Retirement Plan covers 142 participants in Oregon, about 32% of the average Oregon filer (state average ~443 per filing). Assets: $6M.

#6,047
in Manufacturing (18,722 peers)
+10.8%
assets growth YoY

Shimadzu USA Manufacturing, Inc. Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Shimadzu USA Manufacturing, Inc. Retirement Plan vs every filed plan by assets

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

$6,167,549 48th percentile higher than 48% 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

Shimadzu USA Manufacturing, Inc. Retirement 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. Shimadzu USA Manufacturing, Inc. Retirement Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shimadzu USA Manufacturing, Inc. Retirement Plan reported net income rose from -$530K in the plan year 2022 filing to $599K in the plan year 2023 filing.
  • Shimadzu USA Manufacturing, Inc. Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Shimadzu USA Manufacturing, Inc. Retirement Plan reported participants fell from 149 in the plan year 2022 filing to 142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521998212 · Shimadzu USA Manufacturing, Inc. PY 2023 · 401(k)

Shimadzu USA Manufacturing, Inc. Retirement Plan · $6M · 142 · 48th

  • EOY $6M
  • 5500 142
  • ASSETS 48th
  • PCT 401(k)
  • EIN near Vantage Mobility International, L. L. C. 401(k) and Profit Sharing
  • RANK ind #6047

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 Oregon →

Shimadzu USA Manufacturing, Inc. Retirement Plan in the asset neighbourhood

Shimadzu USA Manufacturing, Inc. Retirement PlanShimadzu USA Manufacturing, …$6MVantage Mobility International, L. L. C. 401(k) and Profit SharingVantage Mobility Internation…$6MBell Investment Advisors, Inc. 401(k) PlanBell Investment Advisors, In…$6MProducers Video Corporation$6MLayfield USA Corporation 401(k) PlanLayfield USA Corporation 401…$6M
End-of-year total assets ($M) among Shimadzu USA Manufacturing, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$599K
Employer EIN521998212
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shimadzu USA Manufacturing, Inc.)

Sponsor-wide plan assets over time

All Shimadzu USA Manufacturing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 25.483305368630017% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.56M $6.98M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 149 $6M
2023 1 142 $6M
2024 1 165 $7M

Nearby 401(k) Plans in Oregon

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

Shimadzu USA Manufacturing, Inc. Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Shimadzu USA Manufacturing, Inc. Retirement Plan, Total assets ($B): 0.006167549 · Participants: 142Shimadzu USA Manufacturing, Inc. Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Shimadzu USA Manufacturing, Inc. Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Shimadzu USA Manufacturing, Inc. Retirement Plan side-by-side with 3 peers →

Shimadzu USA Manufacturing, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Vantage Mobility International, L. L. C. 401(k) and Profit Sharing in AZ ($6M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Shimadzu USA Manufacturing, Inc. Retirement Plan assets move in 2023? ▼
Shimadzu USA Manufacturing, Inc. Retirement Plan grew at a solid clip - up 10.8% during 2023, from $6M to $6M. Reported net income was $599K.
How have Shimadzu USA Manufacturing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shimadzu USA Manufacturing, Inc.'s sponsor-wide assets grew 25.5%, from $6M to $7M.
Which 401(k) plans are similar in size to Shimadzu USA Manufacturing, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vantage Mobility International, L. L. C. 401(k) and Profit Sharing in AZ ($6M, 575 participants).
Which 401(k) plans cover a similar participant headcount to Shimadzu USA Manufacturing, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants, $12M 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 521998212.

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.