401(k)
2024 plan-year 401(k) DOL Form 5500

Shimadzu USA Manufacturing, Inc. Retirement Plan

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

Sponsored by Shimadzu USA Manufacturing, Inc. · Oregon · Manufacturing

What the 2023 filing shows

Shimadzu USA Manufacturing, Inc. Retirement Plan holds $7M for 165 participants — about $42,320 per participant, up 13.2% over the 2024 plan year.

$7M
total plan assets (2024 EOY)
165
covered participants
$42,320
avg assets per participant
+13.2%
assets growth YoY
Total Assets (2023)
$7M
Participants
165
State
Industry
Manufacturing

What the Filing Says About Shimadzu USA Manufacturing, Inc. Retirement Plan

Shimadzu USA Manufacturing, Inc. Retirement Plan is a 401(k) retirement plan sponsored by Shimadzu USA Manufacturing, Inc., headquartered in Oregon. As of the 2024 Form 5500 filing, the plan reports $7M in total end-of-year assets and covers 165 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 521998212, and the plan has been effective since 2000-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2024 to $7M at year-end — a gain of 13.2%. Net assets (after liabilities) closed the year at $7M, with reported net income of $763K 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)$6M
Total Assets (End of Year)$7M
Net Assets (End of Year)$7M
Net Income$763K
Plan Type401(k)
Employer EIN521998212
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shimadzu USA Manufacturing, Inc.)

Year Plans Participants Total Assets
2022 1 149 $6M
2023 1 142 $6M
2024 1 165 $7M

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Frequently Asked Questions

How much money is in the Shimadzu USA Manufacturing, Inc. Retirement Plan?
As of the 2024 Form 5500 filing, Shimadzu USA Manufacturing, Inc. Retirement Plan holds $7M in total assets with 165 participants. It is sponsored by Shimadzu USA Manufacturing, Inc..
What type of plan is Shimadzu USA Manufacturing, Inc. Retirement Plan?
Shimadzu USA Manufacturing, Inc. Retirement Plan is a 401(k) plan. It has been effective since 2000-10-01. The plan is filed with the U.S. Department of Labor under EIN 521998212.
Who sponsors the Shimadzu USA Manufacturing, Inc. Retirement Plan?
Shimadzu USA Manufacturing, Inc. Retirement Plan is sponsored by Shimadzu USA Manufacturing, Inc., located in Oregon. The sponsor's EIN is 521998212 and the plan operates in the Manufacturing industry.
How did Shimadzu USA Manufacturing, Inc. Retirement Plan perform in 2024?
Shimadzu USA Manufacturing, Inc. Retirement Plan grew by 13.2% during 2024, moving from $6M to $7M in total assets. Net income was $763K.
Where can I find official filings for Shimadzu USA Manufacturing, Inc. Retirement Plan?
Official Form 5500 filings for Shimadzu USA Manufacturing, Inc. Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 521998212 or plan name at efast.dol.gov.
How does Shimadzu USA Manufacturing, Inc. Retirement Plan compare to other plans?
You can compare Shimadzu USA Manufacturing, Inc. Retirement Plan against other 401(k) plans on the plan type page, or view plans in Oregon 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 521998212.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.