Retirement plan

HAMAMATSU CORPORATION 401(K) PLAN

Name: HAMAMATSU CORPORATION - HAMAMATSU CORPORATION 401(K) PLAN (2025) Form 5500
Creator: HAMAMATSU CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAMAMATSU CORPORATION 401(K) PLAN, HAMAMATSU CORPORATION

HAMAMATSU CORPORATIONEIN 13-2638233Plan #003PY 2025

360 FOOTHILL ROAD - BRIDGEWATER, NJ 08807908-231-0960hamamatsu.comLinkedIn1001-5000 employeessemiconductors

Other plans on this EIN

2 filings

#001Retirement-$65.9M assets #002Retirement-$47.7M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$46.2M

+15.4% from 2024

Total participants

295

-1.7% from 2024

Average account balance

$244,510

+17.9% from 2024

Annual return

14.11%

-14.31 pp from 2024

Benchmarks

See 84 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort84 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$46.21M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$245K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

189

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

59.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.45M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.11%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$80

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829	Other Fees	$80,638
VOYA RETIREMENT INSURANCE & ANNUITY1 year Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491	Advisory (Participants)	$12,053

Plan features & details

Pension benefit codes2E2F2G2J3D3H

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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$15K

$57 / participant

Recordkeeping$15K100.0%

% of EOY assets

0.033%

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: BEDERSON LLP
Auditor EIN: 222978848
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$244,510

$99,823+144.9%

$122,979+98.8%

$65,191+275.1%

Participation rate

59.8%

80.1%-20.2pp

77.2%-17.3pp

63.0%-3.1pp

Annual return

14.11%

13.47%+0.6pp

20.12%-6.0pp

51.24%-37.1pp

Employer contribution / active EE

$3,224-100.0%

$3,062-100.0%

$2,400-100.0%

Participant deferral / active EE

$9,299

$4,328+114.8%

$5,003+85.9%

$2,671+248.1%

Admin fee / account holder

$80

$325-75.3%

$12,864-99.4%

$907-91.1%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY5 years

Filed as: MORGAN STANLEY SMITH BARNEY LLC

Service code 99 · EIN 20-8764829

Other Fees

$80,638

VOYA RETIREMENT INSURANCE & ANNUITY1 year

Filed as: VOYA RETIREMENT ADVISORS

Service code 26 · EIN 02-0488491

Advisory (Participants)

$12,053

HAMAMATSU CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAMAMATSU CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion