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Employer · plans filed under one EIN

Komatsu Mining Corp.

Milwaukee, WI · 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.

$1.64Bnet assets across plans
15,259participant records4,895 active
$35.7Memployer contributions, latest plan years$7,301 per active record
$3.3MSchedule C compensation to organisations$216.41 per participant record

Komatsu Mining Corp., based in Milwaukee, Wisconsin, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 15,259 participant records and $1.64B in net assets.

The largest is Komatsu U.S. Pension Plan, a defined benefit pension plan with 9,765 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 $35.7M and participant contributions $35.1M in the latest plan years; benefits paid were $171M. Schedule C compensation reported to service provider organisations totalled $3.3M.

Combined net assets moved from $1.00B in 2009 to $1.64B in 2024 (up 64%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Komatsu U.S. Pension Plandefined benefit pension plan20249,765$721M$73,857—$3.1M
Komatsu Mining Corp. Retirement Savings Plan401(k) plan20245,494$923M$168,070$8,899$207K
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: $1.00B2010: $1.26B2011: $1.46B2012: $1.52B2013: $1.64B2014: $1.64B2015: $1.56B2016: $1.61B2017: $1.56B2018: $1.71B2019: $1.83B2020: $1.89B2021: $816M2022: $1.46B2023: $1.58B2024: $1.64B$1.00B$1.89B$1.64B20092012201620202024
Combined net assets
2009: 22,8302010: 22,6452011: 24,0832012: 24,3482013: 21,5952014: 19,8472015: 17,8352016: 17,6812017: 17,0522018: 17,8552019: 17,5082020: 16,7472021: 11,1542022: 16,0712023: 15,4112024: 15,25922,83024,34815,25920092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024215,259$1.64B$35.7M$35.1M
2023215,411$1.58B$33.1M$31.7M
2022216,071$1.46B$35.6M$28.5M
2021111,154$816M$0$0
2020216,747$1.89B$28.9M$25.6M
2019217,508$1.83B$27.6M$27.8M
2018217,855$1.71B$24.7M$24.4M
2017217,052$1.56B$23.5M$22.5M
2016217,681$1.61B$20.2M$19.3M
2015217,835$1.56B$26.8M$25.6M
2014219,847$1.64B$45.5M$27.2M
2013221,595$1.64B$35.5M$27.5M
2012224,348$1.52B$26.3M$31.3M
2011224,083$1.46B$150M$26.2M
2010222,645$1.26B$156M$23.1M
2009222,830$1.00B$141M$21.2M

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
SEI InvestmentsInvestment management1$1,697,604
Willis Towers Watson US LLCActuarial1$859,178
Northern Trust CompanyTrustee (bank, trust company, or similar financial institution)1$342,446
Fidelity Investments Inst. OpsParticipant loan processing1$206,878
Morgan Lewis & Bockius LLPLegal1$185,885
Shannon AssociatesAccounting (including auditing)1$10,250

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

SEI Investments$1.7M
Willis Towers Watson US LLC$859K
Northern Trust Company$342K
Fidelity Investments Inst. Ops$207K
Morgan Lewis & Bockius LLP$186K
Shannon Associates$10K

Questions and answers

How many retirement plans does Komatsu Mining Corp. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Komatsu U.S. Pension Plan and Komatsu Mining Corp. Retirement Savings Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Komatsu Mining Corp. contribute to its plans?

$35,739,348 in employer contributions across these plans in their latest plan years, about $7,301 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 SEI Investments, Willis Towers Watson US LLC, Northern Trust Company and Fidelity Investments Inst. Ops and others. 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.