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Retirement plan

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

TOYOTA MOTOR NORTH AMERICA, INC.EIN 95-3141669Plan #003PY 2022
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6565 HEADQUARTERS DRIVE, W1-3C - PLANO, TX 752045965877-248-1635
Other plans on this EIN
1 filing
#002Retirement-$10.12B assets
Prospect flagsHigh retiree %Wind-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 10/02/2023
Plan administrator entity
TOYOTA MOTOR NORTH AMERICA, INC. NORTH AMERICAN BENEFITS COMMITTEE
EIN 953141669
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Summary metrics

Total assets (EOY)
$4533M
-13.7% from 2017
Total participants
13,542
+1.0% from 2017
Average account balance
$0
No prior year
Annual return
-17.94%
-13.60 pp from 2017

Benchmarks

See 875 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants1,000-4,999
Cohort875 peers
Snapshot2022
Participant deferral / active EE
$0
median $89
Employer contribution / active EE
$0
median $9,495
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $2,456,633
Admin fee / account holder
$0
median $14,884
Annual return
-17.94%
median -14.80%
Overall peer rank
34th 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 16 by compensation
ProviderService typeCompensation
WILLIS TOWERS WATSON US LLC5 years
Service code 11 · EIN 53-0181291
Actuarial
$1,493,385
INVESCO CAPITAL MANAGEMENT7+ years
Service code 28 · EIN 58-1707262
Investment Management
$1,419,733
MFS INSTITUTIONAL ADVISORS7+ years
Service code 28 · EIN 04-3247425
Investment Management
$1,169,424
PACIFIC INVESTMENT MANAGEMENT CO4 years
Service code 28 · EIN 33-0629048
Investment Management
$1,011,316
LOOMIS SAYLES7+ years
Service code 28 · EIN 04-3200030
Investment Management
$976,793
WELLINGTON MANAGEMENT COMPANY LLP4 years
Service code 28 · EIN 47-1167553
Investment Management
$919,027
PGIM INC5 years
Service code 28 · EIN 22-2540245
Investment Management
$898,906
BROWN ADVISORY, INC.3 years
Service code 28 · EIN 52-2112409
Investment Management
$869,469
BOSTON PARTNERS7+ years
Service code 28 · EIN 98-2020744
Investment Management
$725,645
NORTHERN TRUST COMPANY7+ years
Service code 21 · EIN 36-1561860
Bank Trustee
$613,151

Enrolled actuary

1 attachment
SB

JOHN A HERBERTH

WILLIS TOWERS WATSON US LLC
Enrollment #2307330
300 SOUTH GRAND AVENUE, SUITE 2000
LOS ANGELES, CA 90071
(213) 337-5777
Signed 2023-08-24

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

2 tripped
  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

  • 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
$12.8M
$2765 / participant
  • Investment mgmt$8M65.3%
  • Other / not subdivided$4M34.7%
% of EOY assets
0.283%
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, LLP
Auditor EIN
910189318
Audit fees
(not subdivided)
Opinion code
Unqualified