My Plan Facts

Employers › Washington

Employer · plans filed under one EIN

Paccar Inc.

Bellevue, WA · 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.

$6.05Bnet assets across plans
31,853participant records19,322 active
$49.1Memployer contributions, latest plan years$2,542 per active record
$5.1MSchedule C compensation to organisations$159.01 per participant record

Paccar Inc., based in Bellevue, Washington, sponsors 3 retirement plans with 100 or more participants: 1 defined contribution and 2 defined benefit. Together they reported 31,853 participant records and $6.05B in net assets.

The largest is Paccar Inc. Retirement Plan, a defined benefit pension plan with 17,931 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 $49.1M and participant contributions $85.3M in the latest plan years; benefits paid were $401M. Schedule C compensation reported to service provider organisations totalled $5.1M.

Combined net assets moved from $2.24B in 2009 to $6.05B in 2025 (up 170%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Paccar Inc. Retirement Plandefined benefit pension plan202517,931$2.91B$162,146—$4.0M
Paccar Inc. Savings Investment PlanESOP with a 401(k) feature202513,106$3.06B$233,346$5,097$723K
Peterbilt Nashville - Local 1832 UAW Retirementdefined benefit pension plan2025816$83.0M$101,707—$356K
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: $2.24B2010: $2.73B2011: $2.42B2012: $2.83B2013: $3.26B2014: $3.51B2015: $3.08B2016: $3.49B2017: $4.04B2018: $3.60B2019: $4.38B2020: $4.85B2021: $5.21B2022: $4.32B2023: $5.21B2024: $5.58B2025: $6.05B$2.24B$6.05B200920122016202020242025
Combined net assets
2009: 23,5402010: 23,5002011: 27,9602012: 26,5282013: 27,3932014: 27,4752015: 25,9072016: 24,6582017: 26,3372018: 28,3922019: 29,1162020: 27,8892021: 29,1682022: 31,5022023: 33,6622024: 33,3112025: 31,85323,54033,66231,853200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2025331,853$6.05B$49.1M$85.3M
2024333,311$5.58B$53.5M$90.4M
2023333,662$5.21B$50.9M$85.5M
2022331,502$4.32B$44.5M$75.2M
2021329,168$5.21B$39.1M$68.1M
2020327,889$4.85B$114M$59.3M
2019329,116$4.38B$39.0M$65.7M
2018328,392$3.60B$35.2M$58.9M
2017326,337$4.04B$150M$50.2M
2016324,658$3.49B$149M$44.6M
2015325,907$3.08B$74.6M$46.2M
2014327,475$3.51B$72.5M$41.1M
2013327,393$3.26B$20.4M$37.6M
2012326,528$2.83B$130M$35.0M
2011327,960$2.42B$66.4M$31.7M
2010323,500$2.73B$14.4M$27.2M
2009323,540$2.24B$3.3M$27.4M

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
Russell Investments Trust CompanyTrustee (directed); Investment management2$1,753,006
Fidelity Investments InstitutionalParticipant loan processing1$722,603
PimcoInvestment management1$672,386
BlackRockInvestment management1$520,367
Northern Trust Investments, Inc.Investment management1$404,832
Dimensional Fund AdvisorsInvestment management1$212,526
FidelityInvestment management1$200,237
HewittRecordkeeping and information management1$128,559
The Berwyn GroupOther services1$116,197
USI ConsultingActuarial; Recordkeeping and information management1$107,249
Milliman, Inc.Actuarial; Recordkeeping and information management1$103,889
Ernst and YoungAccounting (including auditing)2$90,000
State Street CorporationCustodial (other than securities)1$14,496
Lexisnexis Risk Solutions FL Inc.Other services1$13,133
BNP Paribas S.A.Other services1$5,504

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

Russell Investments Trust Company$1.8M
Fidelity Investments Institutional$723K
Pimco$672K
BlackRock$520K
Northern Trust Investments, Inc.$405K
Dimensional Fund Advisors$213K
Fidelity$200K
Hewitt$129K

Questions and answers

How many retirement plans does Paccar Inc. have?

3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Paccar Inc. Retirement Plan, Paccar Inc. Savings Investment Plan and Peterbilt Nashville - Local 1832 UAW Retirement. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Paccar Inc. contribute to its plans?

$49,120,915 in employer contributions across these plans in their latest plan years, about $2,542 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 Russell Investments Trust Company, Fidelity Investments Institutional, Pimco and BlackRock 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.