OTSUKA AMERICA 401(K) SAVINGS PLAN

Plan Contact

  • Address: 508 CARNEGIE CENTER,PRINCETON,NJ
  • Contact person: MARYANN DUSTAL
  • Phone: (609) 853-2040

Plan General Information

OTSUKA AMERICA 401(K) SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of OTSUKA AMERICA 401(K) SAVINGS PLAN is $939,383,422.00.This plan was established in 1985.

OTSUKA AMERICA 401(K) SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in OTSUKA AMERICA 401(K) SAVINGS PLAN is 3633

OTSUKA AMERICA 401(K) SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for OTSUKA AMERICA 401(K) SAVINGS PLAN is $258,569.00

OTSUKA AMERICA 401(K) SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for OTSUKA AMERICA 401(K) SAVINGS PLAN is $15,355.00.

OTSUKA AMERICA 401(K) SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in OTSUKA AMERICA 401(K) SAVINGS PLAN is approximately $10,642.00
Investing in this additonal $10,642.00 for 20 years would give you extra $681,133.00, assuming a 10% annual return.

OTSUKA AMERICA 401(K) SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, OTSUKA AMERICA 401(K) SAVINGS PLAN allocates $38,664,951.00 to match its employees' contributions, providing an employer match rate of 76.51% of their contributions

OTSUKA AMERICA 401(K) SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of OTSUKA AMERICA 401(K) SAVINGS PLAN is 25.74%.

OTSUKA AMERICA 401(K) SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for OTSUKA AMERICA 401(K) SAVINGS PLAN is 20.73%. This measures the effectiveness of the plan participants' investments in the year.

OTSUKA AMERICA 401(K) SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of OTSUKA AMERICA 401(K) SAVINGS PLAN is 0.00%.

Enrollment Features

OTSUKA AMERICA 401(K) SAVINGS PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …