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Retirement plan

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

TOYOTA MOTOR NORTH AMERICA, INC.EIN 95-3141669Plan #003PY 2023
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6565 HEADQUARTERS DRIVE, W1-3C - PLANO, TX 752045965877-248-1635
Other plans on this EIN
1 filing
#002Retirement-$11.91B 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 10/07/2024
Plan administrator entity
TOYOTA MOTOR NORTH AMERICA, INC. NORTH AMERICAN BENEFITS COMMITTEE
EIN 953141669
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Summary metrics

Total assets (EOY)
$4881.7M
-13.7% from 2017
Total participants
14,404
+1.0% from 2017
Average account balance
$0
No prior year
Annual return
10.40%
-13.60 pp from 2017

Benchmarks

See 177 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants5,000-9,999
Cohort177 peers
Snapshot2023
Participant deferral / active EE
$0
median $40
Employer contribution / active EE
$0
median $5,730
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
10.40%
median 9.38%
Overall peer rank
60th 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 15 by compensation
ProviderService typeCompensation
WILLIS TOWERS WATSON US LLC6 years
Service code 11 · EIN 53-0181291
Actuarial
$1,887,833
MFS INSTITUTIONAL ADVISORS8+ years
Service code 28 · EIN 04-3247425
Investment Management
$1,139,598
INVESCO ADVISORS, INC.7 years
Service code 28 · EIN 58-1707262
Investment Management
$1,099,036
PACIFIC INVESTMENT MANAGEMENT CO5 years
Service code 28 · EIN 33-0629048
Investment Management
$897,890
LOOMIS SAYLES8+ years
Service code 28 · EIN 04-3200030
Investment Management
$861,130
BROWN ADVISORY, INC.4 years
Service code 28 · EIN 52-2112409
Investment Management
$807,348
WELLINGTON MANAGEMENT COMPANY LLP5 years
Service code 28 · EIN 47-1167553
Investment Management
$794,298
PGIM INC6 years
Service code 28 · EIN 22-2540245
Investment Management
$792,570
BOSTON PARTNERS GLOBAL INVESTORS1 year
Service code 28 · EIN 98-0202744
Investment Management
$746,980
NORTHERN TRUST COMPANY8+ years
Service code 21 · EIN 36-1561860
Bank Trustee
$696,004

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 2024-07-31

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
$13.0M
$2531 / participant
  • Recordkeeping$216K1.7%
  • Trustee / custodial$2M15.4%
  • Investment mgmt$8M58.1%
  • Legal$1K0.0%
  • Actuarial$2M14.5%
  • Contract admin$119K0.9%
  • Other / not subdivided$1M9.4%
% of EOY assets
0.266%
all-in expense ratio
Categories reported
6 / 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
$66,830
Opinion code
Unqualified