Retirement plan

TAKEDA PHARMACEUTICAL U.S.A., INC. SAVINGS AND RETIREMENT PLAN

Name: TAKEDA PHARMACEUTICAL U.S.A., INC. - TAKEDA PHARMACEUTICAL U.S.A., INC. SAVINGS AND RETIREMENT PLAN (2022) Form 5500
Creator: TAKEDA PHARMACEUTICAL U.S.A., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAKEDA PHARMACEUTICAL U.S.A., INC. SAVINGS AND RETIREMENT PLAN, TAKEDA PHARMACEUTICAL U.S.A., INC.

TAKEDA PHARMACEUTICAL U.S.A., INC.EIN 13-4013710Plan #001PY 2022

ONE TAKEDA PARKWAY - DEERFIELD, IL 60015847-383-3000

Other plans on this EIN

2 filings

#003Retirement-$333.8M assets #002Retirement-$2.4M assets

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed June 16, 2026

Plan administrator

Plan administrator name— Sign in and upgrade to view

500 Kendall Street

Cambridge, MA 02421

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Plans declared (6)

Takeda Pharmaceuticals U.S.A., Inc. Supplemental Executive Retirement Plan2,262 emp
Takeda Pharmaceuticals U.S.A., Inc. Excess Benefit Plan125 emp
Takeda Pharmaceuticals U.S.A., Inc. Deferred Compensation Plan872 emp
Shire US Holdings Inc. Supplemental Executive Retirement Plan4 emp
Millennium Pharmaceuticals, Inc. Amended and Restated Nonqualified Deferred Compensation Plan13 emp
+1 more

Total covered: 3,302 employees

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Total assets (EOY)

$4540.7M

-16.5% from 2021

Total participants

35,530

+6.4% from 2021

Average account balance

$132,246

-21.3% from 2021

Annual return

-15.83%

-31.92 pp from 2021

Benchmarks

See 101 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants>=10,000

Cohort101 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.18B

Not enough data

1 years with asset history on file

Average account balance

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

$160K

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.

38,538

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.

97.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$482.89M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+15.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$77

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL8+ years Filed as: FIDELITY INV INST OPS CO., INC. Service code 37 · EIN 04-2647786	Loan Processing	$1,287,096
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524	Advisory (Plan)	$558,227
MERCER1 year Service code 27 · EIN 13-2834414	Advisory (Plan)	$103,103
FORVIS, LLP1 year Service code 10 · EIN 44-0160260	Accounting	$25,495

Plan features & details

Pension benefit codes2E2G2J2K2R2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

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

Expense breakdown

Schedule H Part II

Admin total

$3.7M

$169 / participant

Investment mgmt$2M61.0%
Other / not subdivided$1M39.0%

% of EOY assets

0.081%

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: FORVIS, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$132,246

$138,331-4.4%

$86,691+52.5%

$89,394+47.9%

Participation rate

94.5%

88.9%+5.6pp

76.6%+17.9pp

71.3%+23.2pp

Annual return

-15.83%

-11.72%-4.1pp

35.94%-51.8pp

-11.89%-3.9pp

Employer contribution / active EE

$10,504

$4,812+118.3%

$2,837+270.3%

$3,022+247.6%

Participant deferral / active EE

$8,747

$8,027+9.0%

$4,656+87.9%

$5,123+70.7%

Admin fee / account holder

$107

$64+67.4%

$7,492-98.6%

$79+35.1%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL8+ years

Filed as: FIDELITY INV INST OPS CO., INC.

Service code 37 · EIN 04-2647786

Loan Processing

$1,287,096

STRATEGIC ADVISORS, INC.3 years

Filed as: STRATEGIC ADVISORS

Service code 27 · EIN 04-2654524

Advisory (Plan)

$558,227

MERCER1 year

Service code 27 · EIN 13-2834414

Advisory (Plan)

$103,103

FORVIS, LLP1 year

Service code 10 · EIN 44-0160260

Accounting

$25,495

TAKEDA PHARMACEUTICAL U.S.A., INC. SAVINGS AND RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (6)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAKEDA PHARMACEUTICAL U.S.A., INC. SAVINGS AND RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (6)

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