401(k) · DOL Form 5500 · 2022

Sumitomo Mitsui Trust Bank, Limited 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
195
Participants Below avg headcount
89th
Percentile by assets National rank
$299,400
Avg per participant High balance/head
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Official DOL plan name: Smtbny 401(k) Plan · Sponsored by Sumitomo Mitsui Trust Bank, Limited · New York · Finance & Insurance

$58M in assets, 195 participants

Sumitomo Mitsui Trust Bank, Limited's Smtbny 401(k) Plan reported $58M in total assets and 195 participants in its 2022 DOL Form 5500 filing, ranking in the 89th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,654 in Finance & Insurance (9,261 peers)

Coverage in New York

Smtbny 401(k) Plan covers 195 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $58M.

#7,654
in Finance & Insurance (9,261 peers)
-17.6%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Smtbny 401(k) Plan's outsized position by total assets

Smtbny 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$58,382,911 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Smtbny 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smtbny 401(k) Plan sits mid-pack in the medium band (195 participants).

Form 5500 schedule snapshot

Filing strip 133579517 · Sumitomo Mitsui Trust Bank, Limited PY 2022 · 401(k)

Smtbny 401(k) Plan · $58M · 195 · 89th

  • VS-ST $58M
  • BOY 195
  • SCH 89th
  • EBSA 401(k)
  • PART near Sekisui America Corporation Retirement Savings Plan
  • TYPE ind #7654

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →

Smtbny 401(k) Plan in the asset neighbourhood

Smtbny 401(k) Plan$58MSekisui America Corporation Retirement Savings PlanSekisui America Corporation …$58MThe Graham Company 401(k) Profit Sharing PlanThe Graham Company 401(k) Pr…$58MUnion Home Mortgage Corporation 401(k) PlanUnion Home Mortgage Corporat…$58MNuscale Power, LLC 401(k) PlanNuscale Power, LLC 401(k) Pl…$58M
End-of-year total assets ($M) among Smtbny 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$58M
Net Income-$12M
Employer EIN133579517
Plan Effective Date1989-07-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Sumitomo Mitsui Trust Bank, Limited)

Sponsor-wide plan assets over time

All Sumitomo Mitsui Trust Bank, Limited plans reported in each filing year

Latest sponsor-wide plan assets
$91M 56.528902781157996% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $58.4M $91.4M ▲ +56.5%
Year Plans Participants Total Assets
2022 1 195 $58M
2023 1 210 $74M
2024 1 231 $91M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Smtbny 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Smtbny 401(k) Plan, Total assets ($B): 0.058382911 · Participants: 195Smtbny 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Smtbny 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Smtbny 401(k) Plan side-by-side with 3 peers →

Smtbny 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sekisui America Corporation Retirement Savings Plan in NJ ($58M); by covered participants it is Antares Pharma, Inc. Employee Savings Plan in NJ (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Smtbny 401(k) Plan assets move in 2022? ▼
Smtbny 401(k) Plan declined sharply - down 17.6% during 2022, from $71M to $58M. Reported net income was -$12M.
How have Sumitomo Mitsui Trust Bank, Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sumitomo Mitsui Trust Bank, Limited's sponsor-wide assets grew 56.5%, from $58M to $91M.
Where does Smtbny 401(k) Plan rank by assets among Form 5500 filers? ▼
Smtbny 401(k) Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Smtbny 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sekisui America Corporation Retirement Savings Plan in NJ ($58M, 659 participants).
Which 401(k) plans cover a similar participant headcount to Smtbny 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Antares Pharma, Inc. Employee Savings Plan in NJ (195 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133579517.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.