401(k) · DOL Form 5500 · 2023

Mitsui Sumitomo Marine Management (U.S.a.), Inc. 401(k) Plan

Data updated 2026-08-11

$152M
Total assets: 470
Participants: 94th
Percentile by assets: $322,986
Avg per participant

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.

94th percentile by assets (of 127,072 plans)
#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.

$152M
total plan assets (2023 EOY): 470
covered participants: 94th
percentile by assets (of 127,072 plans): $322,986
avg assets per participant

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.

See the national 2022→2023 release diff →

State

New Jersey

Industry

Finance & Insurance

Mitsui Sumitomo 401(k) Savings/Retirement Plan vs the 2023 asset distribution

By assets, Mitsui Sumitomo 401(k) Savings/Retirement Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).

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.)

Total plan assets by year, all Mitsui Sumitomo Marine Management (U.S.a.), Inc. plans on file

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.

Mitsui Sumitomo 401(k) Savings/Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

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

Compare Mitsui Sumitomo 401(k) Savings/Retiremen… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Mitsui Sumitomo 401(k) Savings/Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did Mitsui Sumitomo 401(k) Savings/Retirement Plan assets move in 2023? ▼

Mitsui Sumitomo 401(k) Savings/Retirement Plan grew sharply - up 23.6% during 2023, from $123M to $152M. Reported net income was $29M.

How have Mitsui Sumitomo Marine Management (U.S.a.), Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Mitsui Sumitomo Marine Management (U.S.a.), Inc.'s sponsor-wide assets grew 43.9%, from $123M to $177M.

Where does Mitsui Sumitomo 401(k) Savings/Retirement Plan rank by assets among Form 5500 filers? ▼

Mitsui Sumitomo 401(k) Savings/Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Mitsui Sumitomo 401(k) Savings/Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Wedbush Securities Inc. Employees' Retirement Plan in CA ($152M, 811 participants).

Next read for Mitsui Sumitomo 401(k) Savings/Retiremen…

Scale reading

Ways to act on Mitsui Sumitomo 401(k) Savings/Retirement Plan's numbers.

By total assets, Mitsui Sumitomo 401(k) Savings/Retirement Plan ranks in the top 10% 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
Mitsui Sumitomo Marine Management (U.S.a.), Inc.'s sponsor-wide assets have grown 43.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133429270.