Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES OF KYOCERA INTERNATIONAL, INC. & PARTICIPATING COMPANIES

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

KYOCERA INTERNATIONAL, INC.

This Defined Benefit (Pension) plan holds $223M in total assets and serves 985 participants as of 2023. It is sponsored by KYOCERA INTERNATIONAL, INC. in California. The plan reported positive net income of $27M for the year.

Total Assets (2023)
$223M
Participants
985
State
Industry
Management of Enterprises

What the Filing Says About PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES OF KYOCERA INTERNATIONAL, INC. & PARTICIPATING COMPANIES

PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES OF KYOCERA INTERNATIONAL, INC. & PARTICIPATING COMPANIES is a Defined Benefit (Pension) retirement plan sponsored by KYOCERA INTERNATIONAL, INC., headquartered in California. As of the 2023 Form 5500 filing, the plan reports $223M in total end-of-year assets and covers 985 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 941695243, and the plan has been effective since 1978-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $196M at the beginning of 2023 to $223M at year-end — a gain of 13.7%. Net assets (after liabilities) closed the year at $222M, with reported net income of $27M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$196M
Total Assets (End of Year)$223M
Net Assets (End of Year)$222M
Net Income$27M
Plan TypeDefined Benefit (Pension)
Employer EIN941695243
Plan Effective Date1978-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (KYOCERA INTERNATIONAL, INC.)

Year Plans Participants Total Assets
2022 2 2,024 $428M
2023 2 2,060 $476M
2024 2 2,091 $496M

Nearby Defined Benefit (Pension) Plans in California

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

Frequently Asked Questions

How much money is in the PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES OF KYOCERA INTERNATIONAL, INC. & PARTICIPATING COMPANIES?
As of the 2023 Form 5500 filing, PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES OF KYOCERA INTERNATIONAL, INC. & PARTICIPATING COMPANIES holds $223M in total assets with 985 participants. It is sponsored by KYOCERA INTERNATIONAL, INC..
What type of plan is PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES OF KYOCERA INTERNATIONAL, INC. & PARTICIPATING COMPANIES?
PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES OF KYOCERA INTERNATIONAL, INC. & PARTICIPATING COMPANIES is a Defined Benefit (Pension) plan. It has been effective since 1978-04-01. The plan is filed with the U.S. Department of Labor under EIN 941695243.
Who sponsors the PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES OF KYOCERA INTERNATIONAL, INC. & PARTICIPATING COMPANIES?
PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES OF KYOCERA INTERNATIONAL, INC. & PARTICIPATING COMPANIES is sponsored by KYOCERA INTERNATIONAL, INC., located in California. The sponsor's EIN is 941695243 and the plan operates in the Management of Enterprises industry.
How did PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES OF KYOCERA INTERNATIONAL, INC. & PARTICIPATING COMPANIES perform in 2023?
PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES OF KYOCERA INTERNATIONAL, INC. & PARTICIPATING COMPANIES grew by 13.7% during 2023, moving from $196M to $223M in total assets. Net income was $27M.
Where can I find official filings for PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES OF KYOCERA INTERNATIONAL, INC. & PARTICIPATING COMPANIES?
Official Form 5500 filings for PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES OF KYOCERA INTERNATIONAL, INC. & PARTICIPATING COMPANIES are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 941695243 or plan name at efast.dol.gov.
How does PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES OF KYOCERA INTERNATIONAL, INC. & PARTICIPATING COMPANIES compare to other plans?
You can compare PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES OF KYOCERA INTERNATIONAL, INC. & PARTICIPATING COMPANIES against other Defined Benefit (Pension) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 941695243.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.