Retirement plan

TOYOTA MOTOR ENGINEERING & MANUFACTURING MONEY PURCHASE PENSION PLAN AND TRUST

TOYOTA MOTOR NORTH AMERICAEIN 95-3141669Plan #001PY 2016
6565 HEADQUARTERS DRIVE - PLANO, TX 75025859-746-4000
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor & administrator signer
RIDLEY J POLITISKI
Signed 10/16/2017
(859) 746-4000

Summary metrics

Total assets (EOY)
$1611.4M
No prior year
Total participants
27,022
No prior year
Average account balance
$63,989
No prior year
Annual return
9.35%
No prior year

Benchmarks

Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants>=10,000
Cohort85 peers
Snapshot2016
Participant deferral / active EE
$0
median $6,390
Employer contribution / active EE
$4,839
median $3,656
Participation rate
92.4%
median 94.0%
Avg account balance
$63,989
median $129,246
Admin fee / account holder
$98
median $52
Annual return
9.35%
median 8.87%
Overall peer rank
42nd percentileavg across 6 metrics

Analytics

Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 3 by compensation
ProviderService typeCompensation
Service code 28
500 BOYLSTON STREET · BOSTON, MA 02116
Investment Management
$1,069,363
Service code 15
INVESTORS WAY · NORWOOD, MA 020621584
Recordkeeping
$960,992
Service code 28
ONE FINANCIAL CENTER · BOSTON, MA 02111
Investment Management
$584,392

Top hat statement on fileNQDC

Filed August 4, 2025 (most recent of 17 filings on file)

Plans declared (1)

  • TMNA CSO (CR) Agreement1 emp

Plan features & details

Pension benefit codes2C2F2G2T3F3H
Plan features
  • 2C
    Money purchase plan
    Money purchase pension plan other than a target benefit plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3F
    Leased employees
    Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped
No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II
Admin total
$2.5M
$101 / participant
  • Investment mgmt$2M67.0%
  • Contract admin$786K31.8%
  • Other / not subdivided$30K1.2%
% of EOY assets
0.153%
all-in expense ratio
Categories reported
2 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
CROWE HORWATH LLP
Auditor EIN
350921680
Audit fees
(not subdivided)
Opinion code
Disclaimer