401(k) · DOL Form 5500 · 2023

Nagase Holdings America Corporation 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
301
Participants Below avg headcount
83rd
Percentile by assets National rank
$136,626
Avg per participant Near avg balance/head
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Official DOL plan name: Nagase Retirement Plan · Sponsored by Nagase Holdings America Corporation · New York · Manufacturing

$41M in assets, 301 participants

Nagase Holdings America Corporation's Nagase Retirement Plan reported $41M in total assets and 301 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,294 in Manufacturing (18,722 peers)

Coverage in New York

Nagase Retirement Plan covers 301 participants in New York, about 38% of the average New York filer (state average ~798 per filing). Assets: $41M.

#14,294
in Manufacturing (18,722 peers)
+14.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Nagase Retirement Plan's outsized position by total assets

Nagase Retirement Plan vs every filed plan by assets

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

$41,124,299 Top 17% higher than 83% 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

Nagase 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. Nagase Retirement Plan sits mid-pack in the medium band (301 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nagase Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Nagase Retirement Plan end-of-year assets rose from $36M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Nagase Retirement Plan reported participants rose from 271 in the plan year 2022 filing to 301 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 833976419 · Nagase Holdings America Corporation PY 2023 · 401(k)

Nagase Retirement Plan · $41M · 301 · 83rd

  • VS-ST $41M
  • VS-ST 301
  • VS-ST 83rd
  • VS-ST 401(k)
  • VS-ST near Neaton Auto Products Mfg., Incorporated Retirement and Savings Plan
  • VS-ST ind #14294

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 New York →

Nagase Retirement Plan in the asset neighbourhood

Neaton Auto Products Mfg., Incorporated Retirement and Savings PlanNeaton Auto Products Mfg., I…$41MWood-Fruitticher Grocery Company, Inc. Profit Sharing & 401(k) PlanWood-Fruitticher Grocery Com…$41MApplus 401(k) Plan$41MNagase Retirement Plan$41MBullis School 401(k) Plan$41M
End-of-year total assets ($M) among Nagase Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$41M
Net Income$5M
Employer EIN833976419
Plan Effective Date1994-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nagase Holdings America Corporation)

Sponsor-wide plan assets over time

All Nagase Holdings America Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$42M 15.23427950578683% vs 2022
2024 filing year
$34M$36M$38M$40M$42M$44M 202220232024 $36.1M $41.6M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 271 $36M
2023 1 301 $41M
2024 1 250 $42M

Nearby 401(k) Plans in New York

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

Nagase Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Nagase Retirement Plan, Total assets ($B): 0.041124299 · Participants: 301Nagase Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Nagase Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Nagase Retirement Plan side-by-side with 3 peers →

Nagase Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Neaton Auto Products Mfg., Incorporated Retirement and Savings Plan in OH ($41M); by covered participants it is Greenfield Senior Living 401(k) Plan in VA (301 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (301 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 Nagase Retirement Plan assets move in 2023? ▼
Nagase Retirement Plan grew at a solid clip - up 14.0% during 2023, from $36M to $41M. Reported net income was $5M.
How have Nagase Holdings America Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nagase Holdings America Corporation's sponsor-wide assets grew 15.2%, from $36M to $42M.
Where does Nagase Retirement Plan rank by assets among Form 5500 filers? ▼
Nagase Retirement Plan ranks in the 83rd 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 Nagase Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Neaton Auto Products Mfg., Incorporated Retirement and Savings Plan in OH ($41M, 668 participants).
Which 401(k) plans cover a similar participant headcount to Nagase Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenfield Senior Living 401(k) Plan in VA (301 participants, $1M 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 833976419.

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.