Defined Benefit (Pension) · DOL Form 5500 · 2024

Takeda Pharmaceuticals U.S.a., Inc Pension Plan

Data updated 2026-08-25

$395M
Total assets Above avg plan size
516
Participants Below avg headcount
97th
Percentile by assets National rank
$765,182
Avg per participant High balance/head
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Official DOL plan name: Baxalta Incorporated and Subsidiaries Pension Plan · Sponsored by Takeda Pharmaceuticals U.S.a., Inc · Pennsylvania · Manufacturing

$395M in assets, 516 participants

Takeda Pharmaceuticals U.S.a., Inc's Baxalta Incorporated and Subsidiaries Pension Plan reported $395M in total assets and 516 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #16,820 in Manufacturing (17,777 peers)

Where Baxalta Incorporated and Subsidiaries Pension Plan sits by assets

Baxalta Incorporated and Subsidiaries Pension Plan sits in the top 5% of all filed plans by assets, $395M for 516 participants (~$765,182/participant), up 5.4% in 2024.

#16,820
in Manufacturing (17,777 peers)
+5.4%
assets growth YoY
4.0×
vs typical plan assets (national mean)

Baxalta Incorporated and Subsidiaries Pension Plan's outsized position by total assets

Baxalta Incorporated and Subsidiaries Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$394,833,660 Top 3% higher than 97% 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

Baxalta Incorporated and Subsidiaries Pension 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. Baxalta Incorporated and Subsidiaries Pension Plan sits mid-pack in the medium band (516 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Baxalta Incorporated and Subsidiaries Pension Plan reported net income fell from $41M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Baxalta Incorporated and Subsidiaries Pension Plan reported participants fell from 549 in the plan year 2023 filing to 516 in the plan year 2024 filing.
  • Baxalta Incorporated and Subsidiaries Pension Plan end-of-year assets rose from $375M in the plan year 2023 filing to $395M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 134013710 · Takeda Pharmaceuticals U.S.a., Inc PY 2024 · Defined Benefit (Pension)

Baxalta Incorporated and Subsidiaries Pension Plan · $395M · 516 · 97th

  • IND $395M
  • IND 516
  • IND 97th
  • IND Defined Benefit (Pension)
  • IND near Delta Dental Plan of Michigan, Inc. Retirement Income Plan
  • IND ind #16820

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 Pennsylvania →

Baxalta Incorporated and Subsidiaries Pension Plan in the asset neighbourhood

Swiss Re Group U.S. Employees' Pension PlanSwiss Re Group U.S. Employee…$396MBaxalta Incorporated and Subsidiaries Pension PlanBaxalta Incorporated and Sub…$395MDelta Dental Plan of Michigan, Inc. Retirement Income PlanDelta Dental Plan of Michiga…$395MLocal Union 786 Building Material Pension FundLocal Union 786 Building Mat…$394MKaiser Permanente Physicians and Employees Retirement PlanKaiser Permanente Physicians…$394M
End-of-year total assets ($M) among Baxalta Incorporated and Subsidiaries Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$375M
Net Assets (End of Year)$393M
Net Income$18M
Employer EIN134013710
Plan Effective Date2015-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Takeda Pharmaceuticals U.S.a., Inc)

Sponsor-wide plan assets over time

All Takeda Pharmaceuticals U.S.a., Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6.6B 34.902467024743345% vs 2022
2024 filing year
$4B$5B$6B$7B 202220232024 $4.87B $6.58B ▲ +35.1%
Year Plans Participants Total Assets
2022 2 21,188 $4.9B
2023 2 22,340 $5.8B
2024 2 23,769 $6.6B

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Baxalta Incorporated and Subsidiaries Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Baxalta Incorporated and Subsidiaries Pension Plan, Total assets ($B): 0.39483366 · Participants: 516Baxalta Incorporated and Subsidiaries Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Baxalta Incorporated and Subsidiaries Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Baxalta Incorporated and Subsidiaries Pension Plan side-by-side with 3 peers →

Baxalta Incorporated and Subsidiaries Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Delta Dental Plan of Michigan, Inc. Retirement Income Plan in MI ($395M); by covered participants it is Pension Plan for All Eligible Employees of Crane in CT (516 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (516 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 Baxalta Incorporated and Subsidiaries Pension Plan assets move in 2024? ▼
Baxalta Incorporated and Subsidiaries Pension Plan grew at a solid clip - up 5.4% during 2024, from $375M to $395M. Reported net income was $18M.
How have Takeda Pharmaceuticals U.S.a., Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Takeda Pharmaceuticals U.S.a., Inc's sponsor-wide assets grew 34.9%, from $4.9B to $6.6B.
Where does Baxalta Incorporated and Subsidiaries Pension Plan rank by assets among Form 5500 filers? ▼
Baxalta Incorporated and Subsidiaries Pension Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Baxalta Incorporated and Subsidiaries Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Delta Dental Plan of Michigan, Inc. Retirement Income Plan in MI ($395M, 714 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Baxalta Incorporated and Subsidiaries Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for All Eligible Employees of Crane in CT (516 participants, $459M 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 134013710.

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.