Plan5500

Hitachi Energy Usa Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Hitachi Energy Usa Inc. (EIN 94-3273443) is a plan sponsor located in Raleigh, NC with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-3273443
Location
Raleigh, NC
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Hitachi Energy Usa Inc.

  • 4 loaded plans hold $62.9M in reported assets.
  • The largest, Cash Balance Pension Plan For Certain Represented Employees Of Hitachi Energy Usa Inc., holds 51% of this company's reported plan assets.
  • Plans cover 529 reported participants.
  • 4 of 4 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$62.9MSummed across loaded plans$62,885,809
Total reported assets$62.9M$62,885,809
Total reported participants529
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$62.9M total assets
Net assets$62.9MLiabilities$0
Contributions & income
Employer contributions$1.7M
Participant contributionsNot reported
Total income / additions$8M
Expenses & distributions
Benefits paid / distributions$2.6M
Total expenses$2.6M
Net increase / (decrease)$5.4M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets51%Cash Balance Pension Plan For Certain Represented Employees Of Hitachi Energy Usa Inc.
Participants per plan132Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Cash Balance Pension Plan For Certain Represented Employees Of Hitachi Energy Usa Inc.$31.9M
    Plan #321 · 419 participants · 2023
  2. 2
    Hitachi Energy Usa Inc. Master Pension Trust$31M
    Plan #324 · not reported in the loaded dataset participants · 2023
  3. 3
    Hitachi Energy Usa Inc. Pension Plan (Ue 625 & 626)$0
    Plan #323 · 73 participants · 2023
  4. 4
    Hitachi Energy Usa Inc. Crystal Springs Plant Retirement Income Plan$0
    Plan #322 · 37 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Hitachi Energy Usa Inc.. Open one for its full reported snapshot.

  1. 2023
    Hitachi Energy Usa Inc. Pension Plan (Ue 625 & 626)73 participants · 2Sch I
    View filing →
  2. 2023
    Hitachi Energy Usa Inc. Master Pension TrustParticipants not reported · 4Sch H
    View filing →
  3. 2023
    Hitachi Energy Usa Inc. Crystal Springs Plant Retirement Income Plan37 participants · 2Sch I
    View filing →
  4. 2023
    Cash Balance Pension Plan For Certain Represented Employees Of Hitachi Energy Usa Inc.419 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Hitachi Energy Usa Inc. report on Form 5500?
Hitachi Energy Usa Inc. (EIN 94-3273443) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Hitachi Energy Usa Inc.?
The Employer Identification Number (EIN) reported for Hitachi Energy Usa Inc. is 94-3273443.
What is the latest Form 5500 filing year for Hitachi Energy Usa Inc.?
The latest loaded Form 5500 filing year for Hitachi Energy Usa Inc. is 2023.

Related Form 5500 pages