2023 Form 5500 filing — Hitachi Employee 401(K) 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 20250603145459NAL0018494320001) for Hitachi Employee 401(K) Retirement Plan, reported by Hitachi America, Ltd. under EIN 13-1896069 and plan number 002. It reports 19,021 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250603145459NAL0018494320001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Hitachi America, Ltd.
- EIN
- 13-1896069
- Plan number
- 002
- Location
- Tarrytown, NY
- Participants
- 19,021
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,152,400,514
- Total liabilities (EOY)
- $1,882
- Net assets (EOY)
- $3,152,398,632
- Employer contributions
- $83,462,784
- Participant contributions
- $121,502,538
- Total income / additions
- $693,880,329
- Benefits paid
- $274,293,484
- Administrative expenses
- $1,822,823
- Total expenses
- $276,565,183
- Net increase / (decrease)
- $417,315,146
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $897,787 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $585,116 | not reported in the loaded dataset |
| Bryan Cave Llp | ATTORNEY/LEGAL | $279,813 | not reported in the loaded dataset |
| Janney Montgomery Scott LLC | CONSULTANT | $45,057 | not reported in the loaded dataset |
| Cook Street Consultants | OTHER SERVICES | $40,919 | not reported in the loaded dataset |
| Forvis, Llp | ACCOUNTANT/AUDITOR | $15,041 | not reported in the loaded dataset |