The Isuzu Companies' Retirement Plan — Form 5500 plan (Isuzu North America Corporation)

Plain-English plan 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, The Isuzu Companies' Retirement Plan is a benefit plan reported by Isuzu North America Corporation under EIN 26-3678820 and plan number 001. The latest loaded filing year is 2023. The filing reports 738 participants and $86,975,722 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Isuzu North America Corporation
EIN
26-3678820
Plan number
001
Plan type
2
Location
Anaheim, CA
Latest filing year
2023
Participants
738
End-of-year plan assets
$86,975,722

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023738H, C20241010130313NAL0020111073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$86,975,722
Total liabilities (EOY)
$61,751
Net assets (EOY)
$86,913,971
Net assets (BOY)
$83,828,447

Income & contributions

Total contributions
$0
Total income / additions
$8,526,222

Expenses & distributions

Benefits paid
$5,189,929
Administrative expenses
$252,305
Total expenses
$5,442,234
Net increase / (decrease)
$3,083,988

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Investment ManagementFIDUCIARY$252,304$02023

Related Form 5500 pages