401(k) · DOL Form 5500 · 2022

Mufg Fund Services (USA) LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
393
Participants Below avg headcount
84th
Percentile by assets National rank
$83,725
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mufg Fund Services (USA) LLC 401(k) Plan · Sponsored by Mufg Fund Services (USA) LLC · New York · Professional & Technical Services

$33M in assets, 393 participants

Mufg Fund Services (USA) LLC's Mufg Fund Services (USA) LLC 401(k) Plan reported $33M in total assets and 393 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #18,235 in Professional & Technical Services (21,562 peers)

Coverage in New York

Mufg Fund Services (USA) LLC 401(k) Plan covers 393 participants in New York, about 49% of the average New York filer (state average ~798 per filing). Assets: $33M.

#18,235
in Professional & Technical Services (21,562 peers)
-4.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mufg Fund Services (USA) LLC 401(k) Plan's outsized position by total assets

Mufg Fund Services (USA) LLC 401(k) Plan vs every filed plan by assets

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

$32,903,793 Top 16% higher than 84% 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

Mufg Fund Services (USA) LLC 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. Mufg Fund Services (USA) LLC 401(k) Plan sits mid-pack in the medium band (393 participants).

Form 5500 schedule snapshot

Filing strip 760758622 · Mufg Fund Services (USA) LLC PY 2022 · 401(k)

Mufg Fund Services (USA) LLC 401(k) Plan · $33M · 393 · 84th

  • EOY $33M
  • EOY 393
  • EOY 84th
  • EOY 401(k)
  • EOY near Optim Orthopedics, LLC 401(k) Profit Sharing Plan
  • EOY ind #18235

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 Professional & Technical Services retirement plans → · Plans in New York →

Mufg Fund Services (USA) LLC 401(k) Plan in the asset neighbourhood

Mufg Fund Services (USA) LLC 401(k) PlanMufg Fund Services (USA) LLC…$33MOptim Orthopedics, LLC 401(k) Profit Sharing PlanOptim Orthopedics, LLC 401(k…$33MLexington Eye Associates, Inc. Retirement Savings PlanLexington Eye Associates, In…$33MYark Automotive Group 401(k) and Profit Sharing PlanYark Automotive Group 401(k)…$33MWisconsin Aluminum Foundry Co. , Inc 401(k) Rtmt Savings PlanWisconsin Aluminum Foundry C…$33M
End-of-year total assets ($M) among Mufg Fund Services (USA) LLC 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)$34M
Net Assets (End of Year)$33M
Net Income-$1M
Employer EIN760758622
Plan Effective Date2016-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mufg Fund Services (USA) LLC)

Sponsor-wide plan assets over time

All Mufg Fund Services (USA) LLC plans reported in each filing year

Latest sponsor-wide plan assets
$59M 79.44268613651928% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $32.9M $59M ▲ +79.5%
Year Plans Participants Total Assets
2022 1 393 $33M
2023 1 445 $46M
2024 1 492 $59M

Nearby 401(k) Plans in New York

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

Mufg Fund Services (USA) LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mufg Fund Services (USA) LLC 401(k) Plan, Total assets ($B): 0.032903793 · Participants: 393Mufg Fund Services (USA) LLC 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
Mufg Fund Services (USA) LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Mufg Fund Services (USA) LLC 401(k) Plan side-by-side with 3 peers →

Mufg Fund Services (USA) LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Optim Orthopedics, LLC 401(k) Profit Sharing Plan in GA ($33M); by covered participants it is Miracle Software Systems, Inc. 401(k) Plan in MI (393 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (393 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 Mufg Fund Services (USA) LLC 401(k) Plan assets move in 2022? ▼
Mufg Fund Services (USA) LLC 401(k) Plan edged down modestly - down 4.4% during 2022, from $34M to $33M. Reported net income was -$1M.
How have Mufg Fund Services (USA) LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mufg Fund Services (USA) LLC's sponsor-wide assets grew 79.4%, from $33M to $59M.
Where does Mufg Fund Services (USA) LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Mufg Fund Services (USA) LLC 401(k) Plan ranks in the 84th 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 Mufg Fund Services (USA) LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Optim Orthopedics, LLC 401(k) Profit Sharing Plan in GA ($33M, 220 participants).
Which 401(k) plans cover a similar participant headcount to Mufg Fund Services (USA) LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Miracle Software Systems, Inc. 401(k) Plan in MI (393 participants, $5M 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 760758622.

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.