401(k) · DOL Form 5500 · 2022

Sojitz Corporation of America 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
208
Participants Below avg headcount
91st
Percentile by assets National rank
$363,974
Avg per participant High balance/head
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Official DOL plan name: Sojitz Group 401(k) Plan · Sponsored by Sojitz Corporation of America · New York · Wholesale Trade

$76M in assets, 208 participants

Sojitz Corporation of America's Sojitz Group 401(k) Plan reported $76M in total assets and 208 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #6,340 in Wholesale Trade (6,843 peers)

Coverage in New York

Sojitz Group 401(k) Plan covers 208 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $76M.

#6,340
in Wholesale Trade (6,843 peers)
+53.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Sojitz Group 401(k) Plan vs every filed plan by assets

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

$75,706,634 Top 9% higher than 91% 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

Sojitz Group 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. Sojitz Group 401(k) Plan sits mid-pack in the medium band (208 participants).

Form 5500 schedule snapshot

Filing strip 135610360 · Sojitz Corporation of America PY 2022 · 401(k)

Sojitz Group 401(k) Plan · $76M · 208 · 91st

  • IND $76M
  • IND 208
  • IND 91st
  • IND 401(k)
  • IND near Upl NA Inc. 401(k) Plan
  • IND ind #6340

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 Wholesale Trade retirement plans → · Plans in New York →

Sojitz Group 401(k) Plan in the asset neighbourhood

North Bend Medical Center 401(k) PlanNorth Bend Medical Center 40…$76MSojitz Group 401(k) Plan$76MUpl NA Inc. 401(k) Plan$76MNew Pig Corporation Profit Sharing 401(k) PlanNew Pig Corporation Profit S…$76MThe Vane Brothers Company Retirement Savings PlanThe Vane Brothers Company Re…$76M
End-of-year total assets ($M) among Sojitz Group 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)$49M
Net Assets (End of Year)$76M
Net Income-$8M
Employer EIN135610360
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sojitz Corporation of America)

Sponsor-wide plan assets over time

All Sojitz Corporation of America plans reported in each filing year

Latest sponsor-wide plan assets
$118M 18.785190785036594% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $99.2M $118M ▲ +18.8%
Year Plans Participants Total Assets
2022 3 233 $99M
2023 3 355 $108M
2024 3 335 $118M

Nearby 401(k) Plans in New York

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

Sojitz Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sojitz Group 401(k) Plan, Total assets ($B): 0.075706634 · Participants: 208Sojitz Group 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
Sojitz Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sojitz Group 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Upl NA Inc. 401(k) Plan in PA ($76M); by covered participants it is Markforged, Inc Retirement Plan in MA (208 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($76M here).

Similar participant headcount

Nearest other-state filings by covered participants (208 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 Sojitz Group 401(k) Plan assets move in 2022? ▼
Sojitz Group 401(k) Plan surged - up 53.3% during 2022, from $49M to $76M. Reported net income was -$8M.
How have Sojitz Corporation of America plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sojitz Corporation of America's sponsor-wide assets grew 18.8%, from $99M to $118M.
Where does Sojitz Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Sojitz Group 401(k) Plan ranks in the 91st 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 Sojitz Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Upl NA Inc. 401(k) Plan in PA ($76M, 435 participants).
Which 401(k) plans cover a similar participant headcount to Sojitz Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Markforged, Inc Retirement Plan in MA (208 participants, $4M 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 135610360.

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.