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Employers › Pennsylvania

Employer · plans filed under one EIN

Ricoh USA, Inc.

Exton, PA · Wholesale trade

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.

$2.71Bnet assets across plans
27,221participant records15,030 active
$27.5Memployer contributions, latest plan years$1,830 per active record
$5.4MSchedule C compensation to organisations$199.71 per participant record

3 retirement plans with 100 or more participants file Form 5500 under Ricoh USA, Inc.'s employer identification number (Exton, Pennsylvania). Their latest filings total 27,221 participant records and $2.71B in net assets.

The largest is Ricoh USA, Inc. Retirement Savings Plan, a 401(k) plan with 16,405 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 $27.5M and participant contributions $72.0M in the latest plan years; benefits paid were $292M. Schedule C compensation reported to service provider organisations totalled $5.4M.

Combined net assets moved from $1.33B in 2009 to $2.71B in 2024 (up 104%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Ricoh USA, Inc. Retirement Savings Plan401(k) plan202416,405$2.17B$132,038$2,377$650K
Ikon Office Solutions, Inc. Pension Plandefined benefit pension plan20247,890$385M$48,779—$3.0M
Ricoh Family Group Pension Equity Plancash balance pension plan20242,926$156M$53,466—$1.8M
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: $1.33B2010: $1.41B2011: $1.91B2012: $2.13B2013: $2.33B2014: $2.53B2015: $2.36B2016: $2.81B2017: $3.04B2018: $2.75B2019: $3.05B2020: $3.24B2021: $3.26B2022: $2.39B2023: $2.63B2024: $2.71B$1.33B$3.26B$2.71B20092012201620202024
Combined net assets
2009: 57,2092010: 59,7122011: 56,7002012: 63,3702013: 61,4232014: 56,6482015: 53,0452016: 58,7992017: 53,4932018: 51,5432019: 47,8912020: 43,0162021: 33,5382022: 29,6932023: 28,7122024: 27,22157,20963,37027,22120092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024327,221$2.71B$27.5M$72.0M
2023328,712$2.63B$28.5M$74.2M
2022329,693$2.39B$28.0M$72.8M
2021333,538$3.26B$31.7M$69.9M
2020343,016$3.24B$63.3M$69.5M
2019347,891$3.05B$54.4M$76.8M
2018351,543$2.75B$62.1M$81.1M
2017353,493$3.04B$81.1M$87.1M
2016358,799$2.81B$94.4M$90.6M
2015253,045$2.36B$136M$40.0M
2014256,648$2.53B$144M$39.1M
2013261,423$2.33B$119M$33.4M
2012263,370$2.13B$75.0M$73.4M
2011256,700$1.91B$41.7M$68.5M
2010259,712$1.41B$17.2M$45.7M
2009257,209$1.33B$19.6M$44.8M

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
Aon Consulting Inc.Consulting (general); Actuarial; Investment advisory (participants)3$3,612,304
Fidelity Institutional Asset MGTRecordkeeping and information management; Trustee (bank, trust company, or similar financial institution)1$433,129
Nisa Investment Advisors, LLCInvestment management2$308,735
MercerInvestment management; Consulting (general)3$307,985
Income Research and ManagementInvestment management1$187,936
Mondrian Investment Group Inc.Investment management2$119,158
Grant Thornton, LLPAccounting (including auditing)3$94,500
State Street Global AdvisorsInvestment management; Custodial (other than securities); Custodial (securities)2$87,604
US BankTrustee (bank, trust company, or similar financial institution)2$85,470
Wellington ManagementInvestment management1$81,901
Northern TrustTrustee (bank, trust company, or similar financial institution); Investment management; Custodial (other than securities)3$62,279
Ballard Spahr LLPLegal2$35,200
Mellon Capital Management Corp.Investment management1$10,231
Pension Benefit InformationLegal1$10,000

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

Aon Consulting Inc.$3.6M
Fidelity Institutional Asset MGT$433K
Nisa Investment Advisors, LLC$309K
Mercer$308K
Income Research and Management$188K
Mondrian Investment Group Inc.$119K
Grant Thornton, LLP$95K
State Street Global Advisors$88K

Questions and answers

How many retirement plans does Ricoh USA, Inc. have?

3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Ricoh USA, Inc. Retirement Savings Plan, Ikon Office Solutions, Inc. Pension Plan and Ricoh Family Group Pension Equity Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Ricoh USA, Inc. contribute to its plans?

$27,511,100 in employer contributions across these plans in their latest plan years, about $1,830 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 Aon Consulting Inc., Fidelity Institutional Asset MGT, Nisa Investment Advisors, LLC and Mercer 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.