Otsuka America Pharmaceutical 401(k) match, vesting and fees
What Otsuka America Pharmaceutical's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Otsuka America Pharmaceutical: employer contribution per participant | $10,015 | |
| Peer median | $2,556 |
| Otsuka America Pharmaceutical: average balance | $255,950 | |
| Peer median | $100,166 |
| Otsuka America Pharmaceutical: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $777M at the end of plan year 2021 to $1.1B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,501 | $1.1B | $43.7M | $10,015 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 4,257 | $939M | $38.7M | $9,294 | 0.00% | Not published | Form 5500 ↗ |
| 2022 | 3,633 | $664M | $32.3M | $9,082 | 0.00% | Not published | Form 5500 ↗ |
| 2021 | 3,524 | $777M | $26.1M | $7,610 | — | Not published | Form 5500 ↗ |
Other Otsuka America Pharmaceutical plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Oapi Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Bank of America | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Otsuka America Pharmaceutical match 401(k) contributions?
The match terms for the Otsuka America 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $43.7M in employer contributions, about $10,015 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Otsuka America Pharmaceutical 401(k) match vested?
The vesting schedule for the Otsuka America 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Otsuka America Pharmaceutical 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Otsuka America Pharmaceutical Inc..
I left Otsuka America Pharmaceutical. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Otsuka America Pharmaceutical Inc., (609) 853-2040) or the recordkeeper, Fidelity Investments Institutional. The Otsuka America Pharmaceutical old 401(k) page lists the contacts from every plan filing. Find an old Otsuka America Pharmaceutical 401(k)
Data from the public Form 5500 annual reports Otsuka America Pharmaceutical filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Otsuka America Pharmaceutical. Not financial advice. Report a correction · Methodology