401(k) · DOL Form 5500 · 2024

Shimadzu USA Manufacturing, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
165
Participants Small participant base
48th
Percentile by assets National rank
$42,320
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

$7M in assets, 165 participants

Shimadzu USA Manufacturing, Inc.'s Shimadzu USA Manufacturing, Inc. Retirement Plan reported $7M in total assets and 165 participants in its 2024 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.

  • #5,729 in Manufacturing (17,777 peers)

Coverage in Oregon

Shimadzu USA Manufacturing, Inc. Retirement Plan covers 165 participants in Oregon, about 37% of the average Oregon filer (state average ~443 per filing). Assets: $7M.

#5,729
in Manufacturing (17,777 peers)
+13.2%
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 2024 · DOL Form 5500

$6,982,836 48th percentile higher than 48% of 123,620 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 2024

Shimadzu USA Manufacturing, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 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 (165 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shimadzu USA Manufacturing, Inc. Retirement Plan reported net income rose from $599K in the plan year 2023 filing to $763K in the plan year 2024 filing.
  • Shimadzu USA Manufacturing, Inc. Retirement Plan reported participants rose from 142 in the plan year 2023 filing to 165 in the plan year 2024 filing.
  • Shimadzu USA Manufacturing, Inc. Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 521998212 · Shimadzu USA Manufacturing, Inc. PY 2024 · 401(k)

Shimadzu USA Manufacturing, Inc. Retirement Plan · $7M · 165 · 48th

  • TYPE $7M
  • TYPE 165
  • TYPE 48th
  • TYPE 401(k)
  • TYPE near Holt Farms 401(k) Profit Sharing Plan
  • TYPE ind #5729

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, …$7MHolt Farms 401(k) Profit Sharing PlanHolt Farms 401(k) Profit Sha…$7MRenal Services of America 401(k) Savings PlanRenal Services of America 40…$7MMontana Contractors Assoc., Inc. 401(k) Retirement Plan & TrustMontana Contractors Assoc., …$7MCasey Products Profit Sharing PlanCasey Products Profit Sharin…$7M
End-of-year total assets ($M) among Shimadzu USA Manufacturing, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$763K
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. -10000010000200003000040000 -202468 Total assets ($B) Participants Shimadzu USA Manufacturing, Inc. Retirement Plan, Total assets ($B): 0.006982836 · Participants: 165Shimadzu USA Manufacturing, Inc. Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp 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 Holt Farms 401(k) Profit Sharing Plan in UT ($7M); by covered participants it is One Off Hospitality Group, Ltd. 401(k) Plan in IL (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Shimadzu USA Manufacturing, Inc. Retirement Plan grew at a solid clip - up 13.2% during 2024, from $6M to $7M. Reported net income was $763K.
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 Holt Farms 401(k) Profit Sharing Plan in UT ($7M, 147 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 One Off Hospitality Group, Ltd. 401(k) Plan in IL (165 participants, $3M in assets).

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.

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.