401(k) · DOL Form 5500 · 2022

Sumitomo Mitsui Trust Bank (U.S.a.) Limited 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
199
Participants Below avg headcount
92nd
Percentile by assets National rank
$424,954
Avg per participant High balance/head
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Official DOL plan name: Smtbusa 401(k) Plan · Sponsored by Sumitomo Mitsui Trust Bank (U.S.a.) Limited · New Jersey · Finance & Insurance

$85M in assets, 199 participants

Sumitomo Mitsui Trust Bank (U.S.a.) Limited's Smtbusa 401(k) Plan reported $85M in total assets and 199 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,043 in Finance & Insurance (9,261 peers)

Coverage in New Jersey

Smtbusa 401(k) Plan covers 199 participants in New Jersey, about 24% of the average New Jersey filer (state average ~844 per filing). Assets: $85M.

#8,043
in Finance & Insurance (9,261 peers)
-19.8%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$84,565,854 Top 8% higher than 92% 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

Smtbusa 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. Smtbusa 401(k) Plan sits mid-pack in the medium band (199 participants).

Published 5500 schedule card

Filing strip 133382184 · Sumitomo Mitsui Trust Bank (U.S.a.) Limited PY 2022 · 401(k)

Smtbusa 401(k) Plan · $85M · 199 · 92nd

  • VS-ST $85M
  • BOY 199
  • SCH 92nd
  • EBSA 401(k)
  • PART near Costco Puerto Rico Retirement Plan
  • TYPE ind #8043

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 Jersey →

Smtbusa 401(k) Plan in the asset neighbourhood

Ivoclar Vivadent, Inc. 401(k) Retirement PlanIvoclar Vivadent, Inc. 401(k…$85MTaco, Inc. Profit Sharing & 401(k) PlanTaco, Inc. Profit Sharing & …$85MSmtbusa 401(k) Plan$85MCostco Puerto Rico Retirement PlanCostco Puerto Rico Retiremen…$85MGemini, Incorporated Profit Sharing PlanGemini, Incorporated Profit …$85M
End-of-year total assets ($M) among Smtbusa 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$85M
Net Income-$21M
Employer EIN133382184
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sumitomo Mitsui Trust Bank (U.S.a.) Limited)

Sponsor-wide plan assets over time

All Sumitomo Mitsui Trust Bank (U.S.a.) Limited plans reported in each filing year

Latest sponsor-wide plan assets
$122M 44.2276772844983% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $84.6M $122M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 199 $85M
2023 1 202 $104M
2024 1 210 $122M

Nearby 401(k) Plans in New Jersey

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

Smtbusa 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Smtbusa 401(k) Plan, Total assets ($B): 0.084565854 · Participants: 199Smtbusa 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Smtbusa 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Smtbusa 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Costco Puerto Rico Retirement Plan in WA ($85M); by covered participants it is Retirement 401(k) Plan in IL (199 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($85M here).

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Smtbusa 401(k) Plan assets move in 2022? ▼
Smtbusa 401(k) Plan declined sharply - down 19.8% during 2022, from $105M to $85M. Reported net income was -$21M.
How have Sumitomo Mitsui Trust Bank (U.S.a.) Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sumitomo Mitsui Trust Bank (U.S.a.) Limited's sponsor-wide assets grew 44.2%, from $85M to $122M.
Where does Smtbusa 401(k) Plan rank by assets among Form 5500 filers? ▼
Smtbusa 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Smtbusa 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Costco Puerto Rico Retirement Plan in WA ($85M, 1,595 participants).
Which 401(k) plans cover a similar participant headcount to Smtbusa 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retirement 401(k) Plan in IL (199 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 133382184.

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.