PlanOptica
Retirement plan

TOYOTA MOTOR ENGINEERING & MANUFACTURING 401K PLAN AND TRUST

TOYOTA MOTOR NORTH AMERICAEIN 95-3141669Plan #005PY 2016
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6565 HEADQUARTERS DRIVE - PLANO, TX 75024877-248-1635
Other plans on this EIN
4 filings
#002Retirement-$7.05B assets#003Retirement-$3.41B assets#004Retirement-$1.64B assets#001Retirement-$1.61B assets
Prospect flagsRecently cancelled planCorrective distributionsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(877) 248-1635
Plan administrator signer
RIDLEY J POLITISKI
Signed 06/01/2018
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Summary metrics

Total assets (EOY)
$3445.4M
No prior year
Total participants
26,895
No prior year
Average account balance
$132,741
No prior year
Annual return
8.81%
No prior year

Benchmarks

See 31 peers
Peer group
Industry42 - Wholesale Trade
Plan typeDefined contribution
Participants>=10,000
Cohort31 peers
Snapshot2016
Participant deferral / active EE
$6,009
median $3,283
Employer contribution / active EE
$2,711
median $1,892
Participation rate
96.2%
median 78.8%
Avg account balance
$132,741
median $64,969
Admin fee / account holder
$31
median $56
Annual return
8.81%
median 8.30%
Overall peer rank
73rd 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 2 by compensation
ProviderService typeCompensation
MERCER HR SERVICES, LLC1+ years
Service code 15
INVESTORS WAY · NORWOOD, MA 020621584
Recordkeeping
$1,194,391
NEPC, LLC1+ years
Service code 16
DEPT 3570 · WOBURN, MA 01888
Consulting
$132,485

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 codes2E2F2G2J2K2S2T3F3H
Plan features
  • 2E
    Profit-sharing
    Profit-sharing 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.
  • 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.
  • 2S
    Automatic enrollment
    Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
  • 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

3 tripped
  • ComplianceCorrective distributions

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

  • 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.

  • InformationalRecently cancelled plan

    Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II
Admin total
$798K
$32 / participant
  • Contract admin$44K5.5%
  • Other / not subdivided$754K94.5%
% of EOY assets
0.023%
all-in expense ratio
Categories reported
1 / 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