2023 Form 5500 filing — Fanuc Robotics America Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015154440NAL0016789987001) for Fanuc Robotics America Retirement Plan, reported by Fanuc America Corporation under EIN 38-3067354 and plan number 001. It reports 975 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$295.7MReported net assets$295,704,804

Participants975

Provider compensation$341.8K4 Schedule C row(s)$341,813

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015154440NAL0016789987001
Plan sponsor: Fanuc America Corporation
EIN: 38-3067354
Plan number: 001
Location: Rochester Hills, MI
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$295.7M total assets

Net assets$295.7MLiabilities$0

Money in vs. money out

Total income / additions$12.8M

Total expenses$10.5M

Benefits paid / distributions$10.1M

Full reported line items

Total assets (EOY): $295,704,804
Total liabilities (EOY): $0
Net assets (EOY): $295,704,804
Total income / additions: $12,778,651
Benefits paid: $10,052,646
Administrative expenses: $435,413
Total expenses: $10,488,059
Net increase / (decrease): $2,290,592

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Pimco$152.4K
INV MANAGEMNT · Direct $152.4K
2
Fidelity Mgt Trust Co$134.5K
INV MGMT/TRUSTEE /ADMIN · Direct $134.5K · Indirect $0
3
Willis Towers Watson$43K
ACTUARY CONSULTANT · Direct $43K
4
William Vaughn Company$12K
AUDITOR · Direct $12K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015154440NAL0016789987001 cover?: It is the 2023 Form 5500 filing for Fanuc Robotics America Retirement Plan, reported by Fanuc America Corporation (EIN 38-3067354).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).