401(k) · DOL Form 5500 · 2023
Mitsui Sumitomo Marine Management (U.S.a.), Inc. 401(k) Plan
Data updated 2026-08-25
- $152M
- Total assets Near avg plan size
- 470
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $322,986
- Avg per participant High balance/head
Official DOL plan name: Mitsui Sumitomo 401(k) Savings/Retirement Plan · Sponsored by Mitsui Sumitomo Marine Management (U.S.a.), Inc. · New Jersey · Finance & Insurance
$152M in assets, 470 participants
Mitsui Sumitomo Marine Management (U.S.a.), Inc.'s Mitsui Sumitomo 401(k) Savings/Retirement Plan reported $152M in total assets and 470 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #7,987 in Finance & Insurance (8,869 peers)
Where Mitsui Sumitomo 401(k) Savings/Retirement Plan sits by assets
Mitsui Sumitomo 401(k) Savings/Retirement Plan sits in the top 10% of all filed plans by assets, $152M for 470 participants (~$322,986/participant), up 23.6% in 2023.
- #7,987
- in Finance & Insurance (8,869 peers)
- +23.6%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Mitsui Sumitomo 401(k) Savings/Retirement Plan's outsized position by total assets
Mitsui Sumitomo 401(k) Savings/Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$151,803,581 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Mitsui Sumitomo 401(k) Savings/Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mitsui Sumitomo 401(k) Savings/Retirement Plan sits mid-pack in the medium band (470 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mitsui Sumitomo 401(k) Savings/Retirement Plan reported net income rose from -$27M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Mitsui Sumitomo 401(k) Savings/Retirement Plan end-of-year assets rose from $123M in the plan year 2022 filing to $152M in the plan year 2023 filing.
- Mitsui Sumitomo 401(k) Savings/Retirement Plan reported participants rose from 457 in the plan year 2022 filing to 470 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 133429270 · Mitsui Sumitomo Marine Management (U.S.a.), Inc. PY 2023 · 401(k)
Mitsui Sumitomo 401(k) Savings/Retirement Plan · $152M · 470 · 94th
- RANK $152M
- PHOTO 470
- IND 94th
- EOY 401(k)
- 5500 near Wedbush Securities Inc. Employees' Retirement Plan
- ASSETS ind #7987
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 →
Mitsui Sumitomo 401(k) Savings/Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $123M |
|---|---|
| Net Assets (End of Year) | $152M |
| Net Income | $29M |
| Employer EIN | 133429270 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mitsui Sumitomo Marine Management (U.S.a.), Inc.)
Sponsor-wide plan assets over time
All Mitsui Sumitomo Marine Management (U.S.a.), Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $177M 43.895928293102095% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 457 | $123M |
| 2023 | 1 | 470 | $152M |
| 2024 | 1 | 539 | $177M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Mitsui Sumitomo 401(k) Savings/Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Wedbush Securities Inc. Employees' Retirement Plan in CA ($152M); by covered participants it is Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan in IA (470 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($152M here).
- Wedbush Securities Inc. Employees' Retirement Plan (CA) $152M · 811
- Oxbow Affiliated Companies Retirement Plan (FL) $152M · 279
- Fletcher Jones Automotive Group Employee 401(k) Retirement Plan (NV) $152M · 1,772
- Crain Communications Inc 401(k) Plan (MI) $152M · 657
Similar participant headcount
Nearest other-state filings by covered participants (470 participants); asset peers above are excluded.
- Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan (IA) 470 · 0 off
- Rallye Motor Company 401(k) Plan (NY) 470 · 0 off
- Tapani, Inc. Retirement Savings Plan (WA) 470 · 0 off
- Continental Express, Inc. 401 (K) Plan (OH) 470 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.