Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Ricoh Family Group Pension Equity Plan

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

Sponsored by Ricoh USA, Inc. · Pennsylvania · Wholesale Trade

What the 2023 filing shows

Ricoh Family Group Pension Equity Plan holds $157M for 1,137 participants — about $137,860 per participant, down 5.5% over the 2024 plan year.

$157M
total plan assets (2024 EOY)
1,137
covered participants
$137,860
avg assets per participant
-5.5%
assets change YoY

The plan reported a net loss of $9M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$157M
Participants
1,137
State
Industry
Wholesale Trade

What the Filing Says About Ricoh Family Group Pension Equity Plan

Ricoh Family Group Pension Equity Plan is a Defined Benefit (Pension) retirement plan sponsored by Ricoh USA, Inc., headquartered in Pennsylvania. As of the 2024 Form 5500 filing, the plan reports $157M in total end-of-year assets and covers 1,137 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 230334400, and the plan has been effective since 1988-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $166M at the beginning of 2024 to $157M at year-end — a decline of 5.5%. Net assets (after liabilities) closed the year at $156M, with reported net income of $-9,102,633 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)$166M
Total Assets (End of Year)$157M
Net Assets (End of Year)$156M
Net Income$-9,102,633
Plan TypeDefined Benefit (Pension)
Employer EIN230334400
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ricoh USA, Inc.)

Year Plans Participants Total Assets
2022 3 18,019 $2.4B
2023 3 17,432 $2.6B
2024 3 16,489 $2.7B

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Frequently Asked Questions

How much money is in the Ricoh Family Group Pension Equity Plan?
As of the 2024 Form 5500 filing, Ricoh Family Group Pension Equity Plan holds $157M in total assets with 1,137 participants. It is sponsored by Ricoh USA, Inc..
What type of plan is Ricoh Family Group Pension Equity Plan?
Ricoh Family Group Pension Equity Plan is a Defined Benefit (Pension) plan. It has been effective since 1988-10-01. The plan is filed with the U.S. Department of Labor under EIN 230334400.
Who sponsors the Ricoh Family Group Pension Equity Plan?
Ricoh Family Group Pension Equity Plan is sponsored by Ricoh USA, Inc., located in Pennsylvania. The sponsor's EIN is 230334400 and the plan operates in the Wholesale Trade industry.
How did Ricoh Family Group Pension Equity Plan perform in 2024?
Ricoh Family Group Pension Equity Plan declined by 5.5% during 2024, moving from $166M to $157M in total assets. Net income was $-9,102,633.
Where can I find official filings for Ricoh Family Group Pension Equity Plan?
Official Form 5500 filings for Ricoh Family Group Pension Equity Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 230334400 or plan name at efast.dol.gov.
How does Ricoh Family Group Pension Equity Plan compare to other plans?
You can compare Ricoh Family Group Pension Equity Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Pennsylvania 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 230334400.

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.