Defined Benefit (Pension) · DOL Form 5500 · 2024

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

Data updated 2026-08-06

$395M
Total assets: 516
Participants: 97th
Percentile by assets: $765,182
Avg per participant

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.

97th percentile by assets (of 116,472 plans)
#15,963 in Manufacturing (16,886 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.

$395M
total plan assets (2024 EOY): 516
covered participants: 97th
percentile by assets (of 116,472 plans): $765,182
avg assets per participant

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 →

State

Pennsylvania

Industry

Manufacturing

Baxalta Incorporated and Subsidiaries Pension Plan vs the 2024 asset distribution

By assets, Baxalta Incorporated and Subsidiaries Pension Plan outranks 97% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.9x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$375M
Net Assets (End of Year)	$393M
Net Income	$18M
Employer EIN	134013710
Plan Effective Date	2015-05-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Takeda Pharmaceuticals U.S.a., Inc plans on file

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

Steelworkers Pension Trust $7.2B · 46,110
The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
Constellation Retirement Program $5.0B · 4,809
Eastern Atlantic States Carpenters Pension Fund $5.0B · 12,421

Compare Baxalta Incorporated and Subsidiaries Pe… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Baxalta Incorporated and Subsidiaries Pension Plan by total assets, not by location.

Delta Dental Plan of Michigan, Inc. Retirement Income Plan (MI) $395M · 714
Swiss Re Group U.S. Employees' Pension Plan (NY) $396M · 328
Kaiser Permanente Physicians and Employees Retirement Plan (CA) $394M · 1,229
Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees (MN) $396M · N/A

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 116,472 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).

Next read for Baxalta Incorporated and Subsidiaries Pe…

Scale reading

Ways to act on Baxalta Incorporated and Subsidiaries Pension Plan's numbers.

By total assets, Baxalta Incorporated and Subsidiaries Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
Takeda Pharmaceuticals U.S.a., Inc's sponsor-wide assets have grown 34.9% since 2022 across 3 plan years on file. More Manufacturing plans

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.