PlanOptica
Retirement plan

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

TOYOTA MOTOR NORTH AMERICA, INC.EIN 95-3141669Plan #003PY 2017
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6565 HEADQUARTERS DRIVE, W1-3C - PLANO, TX 752045965877-248-1635
Other plans on this EIN
1 filing
#002Retirement-$8.37B assets
Prospect flagsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(877) 248-1635
Plan administrator signer
GREG GUNDERSON
Signed 10/12/2018
Plan administrator entity
TOYOTA BENEFITS COMMITTEE
EIN 953141669
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Summary metrics

Total assets (EOY)
$3946.2M
-13.7% from 2017
Total participants
13,985
+1.0% from 2017
Average account balance
$0
No prior year
Annual return
17.62%
-13.60 pp from 2017

Benchmarks

See 206 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants5,000-9,999
Cohort206 peers
Snapshot2017
Participant deferral / active EE
$0
median $71
Employer contribution / active EE
$0
median $8,196
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
17.62%
median 13.38%
Overall peer rank
85th percentileavg across 6 metrics

Analytics

2016 - 2024
Total assets (EOY)
Plan-year ending balance
$4.64B
Average account balance
Total assets / participants with a balance (line 6g)
$325K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
9,635
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
Not enough data
0 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
Not enough data
0 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-2.18%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 10 of 20 by compensation
ProviderService typeCompensation
INVESCO ADVISORS, INC.1 year
Service code 28 · EIN 58-1707262
Investment Management
$1,738,393
THOMPSON, SIEGEL & WALMSLEY2+ years
Service code 28 · EIN 54-0854396
Investment Management
$1,297,659
BOSTON PARTNERS2+ years
Service code 28 · EIN 98-0202744
Investment Management
$1,136,407
BROWN ADVISORY1 year
Service code 28 · EIN 26-4560299
Investment Management
$893,781
JP MORGAN INVESTMENT MGMT INC2+ years
Service code 27 · EIN 13-3200244
Advisory (Plan)
$829,106
LOOMIS SAYLES2+ years
Service code 28 · EIN 04-3200030
Investment Management
$795,406
MFS INSTITUTIONAL ADVISORS2+ years
Service code 28 · EIN 04-3247425
Investment Management
$780,525
ABERDEEN ASSET MANAGEMENT INC2+ years
Service code 28 · EIN 51-0368279
Investment Management
$743,981
TOWERS WATSON DELAWARE INC2+ years
Service code 11 · EIN 53-0181291
Actuarial
$716,699
COLUMBUS CIRCLE INVESTORS2+ years
Service code 28 · EIN 06-1404803
Investment Management
$648,446

Enrolled actuary

1 attachment
SB

JOHN HERBERTH

WILLIS TOWERS WATSON
Enrollment #1707330
300 SOUTH GRAND AVENUE, SUITE 2000
LOS ANGELES, CA 90071
(213) 337-5777
Signed 2018-09-26

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 codes1A1B
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1B
    Benefits are primarily flat dollar
    Benefits are primarily a flat dollar amount (including a dollar amount per year of service).

Opportunity flags

1 tripped
  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II
Admin total
$13.1M
$1900 / participant
  • Investment mgmt$10M75.8%
  • Contract admin$87K0.7%
  • Other / not subdivided$3M23.5%
% of EOY assets
0.331%
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
MOSS ADAMS LLP
Auditor EIN
910189318
Audit fees
(not subdivided)
Opinion code
Disclaimer