PlanOptica
Retirement plan

TOYOTA MOTOR SALES, U.S.A., INC. SAVINGS PLAN

TOYOTA MOTOR SALES U.S.A., INC. C/O CORPORATE TAXEIN 95-3141669Plan #002PY 2016
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6565 HEADQUARTERS DR. - PLANO, TX 75024877-248-1635
Other plans on this EIN
4 filings
#005Retirement-$3.45B assets#003Retirement-$3.41B assets#004Retirement-$1.64B assets#001Retirement-$1.61B assets
Prospect flagsLow participationHigh assets / participantFailed to provide benefitCorrective distributions

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(877) 248-1635
Plan administrator signer
RIDLEY POLITISKI
Signed 10/16/2017
Plan administrator entity
TOYOTA BENEFITS COMMITTEE
EIN 951958272
19001 S. WESTERN AVE., MS NC21 · TORRANCE, CA 905011106
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Summary metrics

Total assets (EOY)
$7047.4M
-15.8% from 2017
Total participants
36,994
-6.0% from 2017
Average account balance
$273,464
+26.0% from 2017
Annual return
286.58%
+268.94 pp from 2017

Benchmarks

See 31 peers
Peer group
Industry42 - Wholesale Trade
Plan typeDefined contribution
Participants>=10,000
Cohort31 peers
Snapshot2016
Participant deferral / active EE
$2,183
median $3,283
Employer contribution / active EE
$1,033
median $1,892
Participation rate
66.7%
median 78.8%
Avg account balance
$273,464
median $64,969
Admin fee / account holder
$62
median $56
Annual return
286.58%
median 8.30%
Overall peer rank
54th percentileavg across 6 metrics

Analytics

2016 - 2024
Total assets (EOY)
Plan-year ending balance
$13.35B
Average account balance
Total assets / participants with a balance (line 6g)
$259K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
51,475
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
97.8%
Contributions (total)
Employer and participant dollars contributed each year
$791.07M
Contributions per participant
Average employer and participant contribution per enrolled participant
$18K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+15.42%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$83
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 1 by compensation
ProviderService typeCompensation
FIDELITY INVESTMENTS INSTITUTIONAL1+ years
Service code 37 · EIN 04-2647786
Loan Processing
$515,164

Top hat statement on fileNQDC

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

Plan administrator

Plan administrator name— Sign in and upgrade to view
6565 Headquarters Drive, W1-5B
Plano, TX 75024
Email— Sign in and upgrade to viewPhone— Sign in and upgrade to view

Plans declared (1)

  • TMNA CSO (CR) Agreement1 emp
Open the filing PDF

Plan features & details

Pension benefit codes3H3I2F2G2J2K2T
Plan features
  • 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.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2K
    Code section 401(m) arrangement
    Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
  • 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.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
  • 3I
    Employer securities investment required
    Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

4 tripped
  • OpportunityLow participation

    Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

  • ComplianceFailed to provide benefit

    Form 5500 reported that benefits due were not provided when due.

  • ComplianceCorrective distributions

    Plan reported corrective distributions (failed ADP/ACP testing).

  • InformationalHigh assets / participant

    Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II
Admin total
$1.6M
$47 / participant
  • Investment mgmt$371K23.3%
  • Other / not subdivided$1M76.7%
% of EOY assets
0.023%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
MOSS ADAMS
Auditor EIN
910189318
Audit fees
(not subdivided)
Opinion code
Unqualified