How big is Ricoh USA, Inc.'s plan?

Ricoh USA, Inc.'s plan reported $385.4M in assets and 2,452 participants for 2024.

Original filing (PDF)20251014011605NAL0004412178001

Ricoh USA, Inc.

Name: Ricoh USA, Inc. — IKON Office Solutions, Inc., Form 5500 (2024)
Creator: Ricoh USA, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

IKON Office Solutions, Inc. Pension Plan

Defined-benefit pension plan · Ricoh USA, Inc.'s IKON Office Solutions, Inc. Pension Plan held $385.4M in plan assets for 2,452 participants in 2024.

Signals · 3

~77 bps in Sched C feesNo recordkeeper disclosed12 service providers

Active participants

2,452

Accounts w/ balance

—

Plan assets (EOY)

$385.4M

Net assets (EOY)

$384.9M

People on this filing

Katherine Huggins signed Ricoh USA, Inc.'s 2024 Form 5500 as plan administrator.

Katherine Huggins — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ricoh USA, Inc.'s EIN is 23-0334400.

EIN 23-0334400

Plan number 014

Plan year 2024

ACK ID 20251014011605NAL0004412178001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ricoh USA, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ricoh USA, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICOH USA, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

213 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (5th percentile).
Plan is frozen (1I) — no new benefit accrual.
Fragmented vendor stack (12 disclosed providers, 5 categories).

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

RICOH USA, INC.

EIN

all filings

Address

300 EAGLEVIEW BOULEVARD · SUITE 200 · EXTON, PA · 19341

Phone

(610) 296-8000

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

014

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

GRANT THORNTON, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

12 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
NISA INVESTMENT ADVISORS, LLC	—	ST. LOUIS, MO	NONE	$219K	—
STATE STREET GLOBAL ADVISORS	04-1867445	—	NONE	$61K	—
MELLON CAPITAL MANAGEMENT CORP.	25-1442864	—	NONE	$10K

Investments

213 direct securities · 1 pooled fund· $385.4M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Master Trust

$288.7M

1 holding

U.S. Treasuries

$48.4M

21 holdings

Bonds / Notes

$45.1M

187 holdings

Agency / Mortgage-Backed

$2.6M

3 holdings

Corporate Bonds

$361K

1 holding

Other securities

$296K

1 holding

					% of plan
RICOH DB PLANS MASTER RET. TRUST RICOH USA, INC. · EIN 23-0334400 / PN 015	Master Trust	—	—	$288.7M	74.9%
U.S Treasury Bond U S TREASURY BD 3.000% 2/15/48	U.S. Treasuries	—	$11.1M	$8.3M	2.1%
U.S Treasury Note U S TREASURY NT 1.875% 2/15/41	U.S. Treasuries	—	$9.9M	$7.0M	1.8%
U.S Treasury Bond U S TREASURY BD 2.375% 2/15/42	U.S. Treasuries	—	$4.1M	$3.4M	0.9%
U.S Treasury Bond U S TREASURY BD 2.000% 8/15/51	U.S. Treasuries	—	$5.7M	$3.3M	0.9%
U.S Treasury Bond U S TREASURY BD 3.000% 8/15/52	U.S. Treasuries	—	$3.7M	$3.2M	0.8%
U.S Treasury Bond U S TREASURY BD 1.875% 2/15/51	U.S. Treasuries	—	$4.6M	$3.1M	0.8%
U.S Treasury Bond U S TREASURY BD 4.250% 8/15/54	U.S. Treasuries	—	$2.5M	$2.3M	0.6%
U.S Treasury Bond U S TREASURY BD 3.875% 5/15/43	U.S. Treasuries	—	$2.4M	$2.2M	0.6%
U.S Treasury Bond U S TREASURY BD 3.375% 8/15/42	U.S. Treasuries	—	$2.2M	$2.0M	0.5%
U.S Treasury Bond U S TREASURY BD 1.750% 8/15/41	U.S. Treasuries	—	$2.8M	$1.9M	0.5%
U.S Treasury Bond U S TREASURY BD 4.250% 2/15/54	U.S. Treasuries	—	$1.9M	$1.8M	0.5%
U.S Treasury Bond U S TREASURY BD 4.125% 8/15/53	U.S. Treasuries	—	$1.8M	$1.8M	0.5%
U.S Treasury Bond U S TREASURY BD 4.625% 5/15/44	U.S. Treasuries	—	$1.7M	$1.7M	0.4%
U.S Treasury Bond U S TREASURY BD 4.375% 8/15/43	U.S. Treasuries	—	$1.4M	$1.4M	0.4%
U.S Treasury Bond U S TREASURY BD 2.250% 2/15/52	U.S. Treasuries	—	$1.8M	$1.3M	0.3%
U.S Treasury Bond U S TREASURY BD 4.500% 2/15/44	U.S. Treasuries	—	$1.1M	$1.1M	0.3%
U.S. government and agency Fannie Mae F N M A GTD REMIC 2.500% 1/25/43	Agency / Mortgage-Backed	—	$1.3M	$1.1M	0.3%
Freddie Mac F H L M C MLTCL MTG 2.500% 12/15/42	Agency / Mortgage-Backed	—	$1.2M	$1.0M	0.3%
CHICAGO IL MET WTR CHICAGO IL MET WTR 5.720% 12/01/38	Bonds / Notes	—	$1000K	$923K	0.2%
U.S Treasury Bond U S TREAS BD STRIP 8/15/43	U.S. Treasuries	—	$1.0M	$891K	0.2%
JPMORGAN CHASE CO JPMORGAN CHASE CO 5.600% 7/15/41	Bonds / Notes	—	$1.1M	$881K	0.2%
U.S Treasury Bond U S TREASURY BD 1.125% 8/15/40	U.S. Treasuries	—	$1.3M	$814K	0.2%
ANHEUSER BUSCH CO ANHEUSER BUSCH CO 4.900% 2/01/46	Bonds / Notes	—	$835K	$730K	0.2%
NORTHERN STATE NORTHERN STATE 6.200% 7/01/37	Bonds / Notes	—	$665K	$665K	0.2%
KINDER MORGAN ENER KINDER MORGAN ENER 6.375% 3/01/41	Bonds / Notes	—	$713K	$645K	0.2%
CDP FINANCIAL CDP FINANCIAL 5.600% 11/25/39	Bonds / Notes	—	$772K	$616K	0.2%
SHELL FIN US INC SHELL FIN US INC 4.550% 8/12/43	Bonds / Notes	—	$665K	$598K	0.2%
AMGEN INC AMGEN INC 5.650% 3/02/53	Bonds / Notes	—	$611K	$597K	0.2%
VERIZON INC VERIZON INC 3.700% 3/22/61	Bonds / Notes	—	$855K	$577K	0.1%
BK OF AMERICA MTN BK OF AMERICA MTN 3.311% 4/22/42	Bonds / Notes	—	$669K	$539K	0.1%
KEYSPAN GAS EAST KEYSPAN GAS EAST 5.819% 4/01/41	Bonds / Notes	—	$550K	$538K	0.1%
AT T INC AT T INC 3.800% 12/01/57	Bonds / Notes	—	$809K	$529K	0.1%
ROGERS COMM INC ROGERS COMM INC 5.000% 3/15/44	Bonds / Notes	—	$620K	$523K	0.1%
Fannie Mae F N M A GTD REMIC 2.500% 2/25/43	Agency / Mortgage-Backed	—	$519K	$472K	0.1%
ENTERPRISE PRODUCTS ENTERPRISE PRODUCTS 4.900% 5/15/46	Bonds / Notes	—	$494K	$459K	0.1%
METLIFE INC METLIFE INC 4.721% 12/15/44	Bonds / Notes	—	$460K	$452K	0.1%
KKR GROUP FINANCE KKR GROUP FINANCE 5.125% 6/01/44	Bonds / Notes	—	$514K	$443K	0.1%
PRUDENTIAL FIN MTN PRUDENTIAL FIN MTN 5.700% 12/14/36	Bonds / Notes	—	$422K	$427K	0.1%
CANADIAN NATL RAIL CANADIAN NATL RAIL 6.200% 6/01/36	Bonds / Notes	—	$494K	$425K	0.1%
SIMON PPTY GROUP LP SIMON PPTY GROUP LP 5.850% 3/08/53	Bonds / Notes	—	$407K	$421K	0.1%
Municipal bonds CALIFORNIA ST CALIFORNIA ST 7.500% 4/01/34	Bonds / Notes	—	$514K	$417K	0.1%
COMCAST CORP COMCAST CORP NEW 2.937% 11/01/56	Bonds / Notes	—	$518K	$417K	0.1%
BURLINGTN NORTH BURLINGTN NORTH 4.900% 4/01/44	Bonds / Notes	—	$499K	$406K	0.1%
ABBVIE INC ABBVIE INC 4.250% 11/21/49	Bonds / Notes	—	$566K	$388K	0.1%
ENERGY TRANSFER ENERGY TRANSFER 6.125% 12/15/45	Bonds / Notes	—	$407K	$387K	0.1%
CVS HEALTH CORP CVS HEALTH CORP 5.050% 3/25/48	Bonds / Notes	—	$440K	$373K	<0.1%
HONEYWELL INTL INC HONEYWELL INTL INC 5.250% 3/01/54	Bonds / Notes	—	$389K	$372K	<0.1%
U.S Treasury Bond U S TREASURY BD 3.625% 5/15/53	U.S. Treasuries	—	$413K	$363K	<0.1%
AT T INC AT T INC 3.650% 9/15/59	Corporate Bonds	—	$551K	$361K	<0.1%

1–50 of 214

1 / 5

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

JPMorgan$1.1M Goldman Sachs$735K MetLife$556K Wells Fargo / Allspring$486K Prudential / PGIM$427K Morgan Stanley$366K Nationwide$129K

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