401(k) · DOL Form 5500 · 2023

Hitachi Zosen USA, Ltd. 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
180
Participants Small participant base
84th
Percentile by assets National rank
$246,418
Avg per participant Above avg balance/head
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Official DOL plan name: Hitachi Zosen Group 401(k) Plan · Sponsored by Hitachi Zosen USA, Ltd. · Texas · Manufacturing

$44M in assets, 180 participants

Hitachi Zosen USA, Ltd.'s Hitachi Zosen Group 401(k) Plan reported $44M in total assets and 180 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.

  • #14,485 in Manufacturing (18,722 peers)

Coverage in Texas

Hitachi Zosen Group 401(k) Plan covers 180 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $44M.

#14,485
in Manufacturing (18,722 peers)
+15.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Hitachi Zosen Group 401(k) Plan's outsized position by total assets

Hitachi Zosen Group 401(k) Plan vs every filed plan by assets

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

$44,355,307 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

Hitachi Zosen Group 401(k) 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. Hitachi Zosen Group 401(k) Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hitachi Zosen Group 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Hitachi Zosen Group 401(k) Plan reported participants rose from 148 in the plan year 2022 filing to 180 in the plan year 2023 filing.
  • Hitachi Zosen Group 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $44M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 753012256 · Hitachi Zosen USA, Ltd. PY 2023 · 401(k)

Hitachi Zosen Group 401(k) Plan · $44M · 180 · 84th

  • BOY $44M
  • SCH 180
  • EBSA 84th
  • PART 401(k)
  • TYPE near Colinx Retirement Savings Plan
  • NET ind #14485

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 Texas →

Hitachi Zosen Group 401(k) Plan in the asset neighbourhood

Hitachi Zosen Group 401(k) PlanHitachi Zosen Group 401(k) P…$44MNikola Corporation 401(k) Profit Sharing Plan and TrustNikola Corporation 401(k) Pr…$44MPreferred Mutual Insurance Company Employees' Cash and Deferred Savings Profit Sharing PlanPreferred Mutual Insurance C…$44MMorrie's 401(k) Plan$44MColinx Retirement Savings PlanColinx Retirement Savings Pl…$44M
End-of-year total assets ($M) among Hitachi Zosen Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$44M
Net Income$6M
Employer EIN753012256
Plan Effective Date2011-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hitachi Zosen USA, Ltd.)

Sponsor-wide plan assets over time

All Hitachi Zosen USA, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 31.957137806799103% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.5M $50.8M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 148 $38M
2023 1 180 $44M
2024 1 198 $51M

Nearby 401(k) Plans in Texas

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

Hitachi Zosen Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Hitachi Zosen Group 401(k) Plan, Total assets ($B): 0.044355307 · Participants: 180Hitachi Zosen Group 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Hitachi Zosen Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Hitachi Zosen Group 401(k) Plan side-by-side with 3 peers →

Hitachi Zosen Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Colinx Retirement Savings Plan in SC ($44M); by covered participants it is Rndc Shared Services LLC in WA (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Hitachi Zosen Group 401(k) Plan assets move in 2023? ▼
Hitachi Zosen Group 401(k) Plan grew sharply - up 15.3% during 2023, from $38M to $44M. Reported net income was $6M.
How have Hitachi Zosen USA, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hitachi Zosen USA, Ltd.'s sponsor-wide assets grew 32.0%, from $38M to $51M.
Where does Hitachi Zosen Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Hitachi Zosen Group 401(k) 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 Hitachi Zosen Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Colinx Retirement Savings Plan in SC ($44M, 1,040 participants).
Which 401(k) plans cover a similar participant headcount to Hitachi Zosen Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rndc Shared Services LLC in WA (180 participants, N/A 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 753012256.

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.