401(k) · DOL Form 5500 · 2022
Bessemer Trust Company 401(k) Plan
Data updated 2026-08-11
- $525M
- Total assets
- 1,080
- Participants
- 98th
- Percentile by assets
- $486,403
- Avg per participant
Official DOL plan name: Bessemer Trust Company 401(k) and Profit Sharing Plan · Sponsored by Bessemer Trust Company · New Jersey · Finance & Insurance
$525M in assets, 1,080 participants
Bessemer Trust Company's Bessemer Trust Company 401(k) and Profit Sharing Plan reported $525M in total assets and 1,080 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #8,916 in Finance & Insurance (9,261 peers)
Where Bessemer Trust Company 401(k) and Profit Sharing Plan sits by assets
Bessemer Trust Company 401(k) and Profit Sharing Plan sits in the top 5% of all filed plans by assets, $525M for 1,080 participants (~$486,403/participant), down 13.9% in 2022.
- $525M
- total plan assets (2022 EOY)
- 1,080
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $486,403
- avg assets per participant
The plan reported a net loss of $84M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bessemer Trust Company 401(k) and Profit Sharing Plan vs the 2022 asset distribution
By assets, Bessemer Trust Company 401(k) and Profit Sharing Plan outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 5.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $610M |
|---|---|
| Net Assets (End of Year) | $525M |
| Net Income | -$84M |
| Employer EIN | 220770670 |
| Plan Effective Date | 1965-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bessemer Trust Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,297 | $635M |
| 2023 | 2 | 1,346 | $755M |
| 2024 | 2 | 1,403 | $764M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Bessemer Trust Company 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bessemer Trust Company 401(k) and Profit Sharing Plan by total assets, not by location.
- Jbs 401(k) Savings Plan (CO) $525M · 37,313
- Hollister 401(k) Retirement Savings Plan (IL) $525M · 1,274
- Northwest Permanente, P.C. Retirement Plan - Ps Aspect (OR) $526M · 1,523
- Horizon Air Savings Investment Plan (WA) $524M · 4,429
Frequently Asked Questions
How did Bessemer Trust Company 401(k) and Profit Sharing Plan assets move in 2022? ▼
How have Bessemer Trust Company plan assets changed over time? ▼
Where does Bessemer Trust Company 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
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Next read for Bessemer Trust Company 401(k) and Profit…
Scale reading
Ways to act on Bessemer Trust Company 401(k) and Profit Sharing Plan's numbers.
- By total assets, Bessemer Trust Company 401(k) and Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Bessemer Trust Company's sponsor-wide assets have grown 20.3% since 2022 across 3 plan years on file. More Finance & Insurance plans