Shimadzu Usa Manufacturing, Inc. 401(k) Plan: Login, Facts & Contact Information

Shimadzu Usa Manufacturing, Inc. 401(k) Plan Facts

Plan name
SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SHIMADZU USA MANUFACTURING, INC.
Participants
195 (154 active employees)
Former employees with a balance
33
Plan assets
$6,982,836 at Dec 31, 2024
Average account balance
$52,503 across 133 accounts
Employer contributions
$210,038 in plan year 2024 (25% of all contributions)
Recordkeeper
Alerus Financial, N.a.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Oct 1, 2000
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $835,288 went into the plan in contributions, $210,038 of it from the employer (25%).
  • $842,661 was paid out to participants.
  • Investment and other income added $810,869.
  • Administrative expenses were $40,868, about $307 per account.

How the Shimadzu Usa Manufacturing, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019174$4.86 million$134,576$1.10 million
2020203$5.34 million$134,600$511,547
2021160$6.36 million$135,073$437,237
2022176$5.56 million$152,089$84,400
2023172$6.17 million$182,471$1.04 million
2024195$6.98 million$210,038$842,661

Shimadzu Usa Manufacturing, Inc. 401(k) Contact Information

Phone
503-263-9424
Mailing address
1900 SE 4TH AVE, CANBY OR 97013
Plan sponsor
SHIMADZU USA MANUFACTURING, INC.
Employer identification number (EIN)
52-1998212
Plan number
001

Questions about the Shimadzu Usa Manufacturing, Inc. 401(k)

Does Shimadzu Usa Manufacturing, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $210,038, 25% of all contributions.

Does the Shimadzu Usa Manufacturing, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Shimadzu Usa Manufacturing, Inc 401(k) plan?

195 participants at the start of plan year 2024, 154 of them active employees, and 33 former employees who still had money in the plan.

What is the average 401(k) balance at Shimadzu Usa Manufacturing, Inc?

About $52,503 per account: $6.98 million in plan assets across 133 accounts with a balance at the end of plan year 2024.

Who manages the Shimadzu Usa Manufacturing, Inc 401(k) accounts?

Alerus (listed on the filing as ALERUS FINANCIAL, N.A.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Shimadzu Usa Manufacturing, Inc. How do I access my 401(k)?

Your account stays with Alerus after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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