Tokyo Electron US Holdings, Inc. 401(k) Review & Grade
Tokyo Electron Retirement Plan
Austin, TXManufacturing2,218 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$4,558Employer $ per active participant
$11,267Employee $ saved per active participant
0.04%Direct admin cost, % of plan assets
$651.7MNet plan assets, end of year
$241,638Average balance per account
Score breakdown
- Employer generosity39.8 / 5080th percentile for employer $ per participant
- Low cost22.6 / 2591th percentile for low admin cost vs. same-size plans
- Employee saving13.9 / 1593th percentile for employee $ per participant
- Plan features3 / 10Default investment
- Red-flag deductions-3 pts1 issue reported on the filing
Total score76 / 100 · Grade A
This plan vs. peers
Peers: Manufacturing plans with 500–2,499 active participants (2,376 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 80th |
| Lower admin cost | 91th |
| Employee saving | 93th |
| Peers that auto-enroll | 59% |
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Red flags from the filing
Corrective distributions: the plan refunded $1,930 in contributions, which usually means it failed annual nondiscrimination testing.
What to do if you're in this plan
- Tokyo Electron US Holdings put in about $4,558 per active participant, more than the typical peer ($2,320). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $10,111,845 |
| Participant (employee) contributions | $24,995,725 |
| Other contributions (incl. rollovers in) | $5,281,620 |
| Administrative expenses paid from the plan | $233,740 |
| Contract administrator fees | $300 |
| Investment advisory & management fees | $107,611 |
| Other admin expenses | $87,500 |
| Benefits paid out | $38,404,238 |
| Net assets, start / end of year | $552.7M / $651.7M |
| Active participants, start / end of year | 2,157 / 2,280 |
| Participants with account balances | 2,697 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Bdo USA, P.C. |
Largest service providers (Schedule C)
| Strategic Advisors, Inc. | $107,611 reported compensation |
| Precept | $87,500 reported compensation |
| Bdo USA, LLP | $29,322 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251007115028NAL0002436595001, received 2025-10-07, EIN 94-2161050, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.