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Original filing (PDF)20250729163438NAL0008140226001
PACCAR INC
Form 5500
FILING_RECEIVED
PACCAR INC SAVINGS INVESTMENT PLAN
401(k) retirement plan
Signals · 2
47% in single holding47% employer stock
Active participants
10,793
Accounts w/ balance
13,995
Plan assets (EOY)
$2.9B
Net assets (EOY)
$2.9B
How this plan invests
This plan
8 pooled trusts
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
52
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "PACCAR Inc common stock 12,798,975 shares" is 47% of plan.
- 47% of plan in employer / sponsor stock.
Helping the score
- Below-peer total fees (0 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACCAR INC.
Plan sponsor
Name
PACCAR INC
EIN
91-0351110
Address
777 106TH AVE NE · BELLEVUE, WA · 98004
Phone
(844) 472-2227
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $58K | — |
Investments
16 direct securities · 8 pooled funds· $3.4B(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.
Uncategorized
$2.6B
16 holdings
Common Collective Trust
$839.3M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PACCAR Inc common stock 12,798,975 shares | — | — | $12.8M | $1.3B | 46.0% | |
| Contrafund Pool Class D 8,547,800 units | — | — | $8.5M | $389.0M | 13.4% | |
| FID CONTRA POOL CL D FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $389.0M | 13.4% | |
| NT S&P 500 INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | $436K | $256.1M | 8.8% | |
| Freedom Index 2030 Fund 8,163,191 shares | — | — | $8.2M | $164.7M | 5.7% | |
| Freedom Index 2040 Fund 5,981,550 shares | — | — | $6.0M | $147.3M | 5.1% | |
| Managed Income Portfolio II Class 3 121,077,175 units | — | — | $121.1M | $121.1M | 4.2% | |
| MIP II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $121.1M | 4.2% | |
| Freedom Index 2050 Fund 3,896,323 shares | — | — | $3.9M | $101.2M | 3.5% | |
| Participant loans Maturing through 2039, with interest rates ranging from 4.25% to 9.50% | — | — | — | $63.4M | 2.2% | |
| Institutional Class 1,707,097 shares | — | — | $1.7M | $62.7M | 2.2% | |
| Freedom Index 2060 Fund 2,983,724 shares | — | — | $3.0M | $54.0M | 1.9% | |
| Freedom Index 2020 Fund 3,184,005 shares | — | — | $3.2M | $50.2M | 1.7% | |
| Institutional Class 3,545,838 shares | — | — | $3.5M | $30.1M | 1.0% | |
| NT EAFE IDX TIER 3 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 111 | Common Collective Trust | — | $191K | $29.5M | 1.0% | |
| Collective Russell 2000 Index 62,001 units | — | — | $62K | $22.8M | 0.8% | |
| NT RUSS 2000 IDX NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 107 | Common Collective Trust | — | — | $22.8M | 0.8% | |
| NT AGGREG BOND INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | $139K | $17.4M | 0.6% | |
| Freedom Index Income Fund 636,376 shares | — | — | $636K | $7.4M | 0.3% | |
| Freedom Index 2010 Fund 319,179 shares | — | — | $319K | $4.1M | 0.1% | |
| BlackRock International 178,090 units | — | — | $178K | $3.5M | 0.1% | |
| BLACKROCK MSCI ACWI ESG FOCUS IDX F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 83-1496408 / PN 001 | Common Collective Trust | — | — | $3.5M | 0.1% | |
| Fidelity Government Money Market 563,134 shares | — | — | $563K | $563K | <0.1% | |
| RUSSELL INTL FUND RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% |