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Employers › California

Employer · plans filed under one EIN

Isuzu North America Corporation

Anaheim, CA · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$229Mnet assets across plans
1,441participant records689 active
$3.6Memployer contributions, latest plan years$5,167 per active record
$377KSchedule C compensation to organisations$261.34 per participant record

Isuzu North America Corporation, based in Anaheim, California, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 1,441 participant records and $229M in net assets.

The largest is The Isuzu Companies' Retirement Plan, a defined benefit pension plan with 723 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $3.6M and participant contributions $5.0M in the latest plan years; benefits paid were $17.6M. Schedule C compensation reported to service provider organisations totalled $377K.

Combined net assets moved from $108M in 2009 to $229M in 2024 (up 113%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
The Isuzu Companies' Retirement Plandefined benefit pension plan2024723$83.5M$115,550—$265K
Isuzu Companies' Savings Plan401(k) plan2024718$145M$202,149$6,180$112K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $108M2010: $137M2011: $142M2012: $155M2013: $167M2014: $170M2015: $164M2016: $167M2017: $190M2018: $177M2019: $207M2020: $233M2021: $237M2022: $190M2023: $215M2024: $229M$108M$237M$229M20092012201620202024
Combined net assets
2009: 1,7872010: 1,7422011: 1,7122012: 1,6912013: 1,6672014: 1,2902015: 1,3102016: 1,2442017: 1,2492018: 1,2512019: 1,3312020: 1,3342021: 1,3162022: 1,3762023: 1,4252024: 1,4411,7871,44120092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202421,441$229M$3.6M$5.0M
202321,425$215M$3.3M$4.5M
202221,376$190M$3.0M$4.2M
202121,316$237M$2.9M$4.0M
202021,334$233M$2.9M$3.9M
201921,331$207M$2.7M$3.4M
201821,251$177M$2.5M$3.1M
201721,249$190M$2.4M$2.8M
201621,244$167M$2.3M$2.6M
201521,310$164M$2.1M$2.3M
201421,290$170M$1.9M$2.0M
201321,667$167M$1.8M$1.9M
201221,691$155M$1.7M$1.8M
201121,712$142M$0$1.8M
201021,742$137M$19.1M$1.8M
200921,787$108M$2.6M$2.0M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Mercer Investment Management—1$262,930
T Rowe Price RPS Inc.Recordkeeping and information management; Trustee (bank, trust company, or similar financial institution); Trustee (directed); Investment management1$73,724
Benefit Finacial Services GroupConsulting (general)1$38,000
State Street Global AdvisorsCustodial (securities)1$1,935

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Mercer Investment Management$263K
T Rowe Price RPS Inc.$74K
Benefit Finacial Services Group$38K
State Street Global Advisors$1,935

Questions and answers

How many retirement plans does Isuzu North America Corporation have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: The Isuzu Companies' Retirement Plan and Isuzu Companies' Savings Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Isuzu North America Corporation contribute to its plans?

$3,559,891 in employer contributions across these plans in their latest plan years, about $5,167 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Mercer Investment Management, T Rowe Price RPS Inc., Benefit Finacial Services Group and State Street Global Advisors. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.