401(k) · DOL Form 5500 · 2023

Bessemer Trust Company 401(k) Plan

Data updated 2026-08-25

$637M
Total assets Above avg plan size
1,142
Participants Near avg headcount
98th
Percentile by assets National rank
$557,971
Avg per participant High balance/head
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Official DOL plan name: Bessemer Trust Company 401(k) and Profit Sharing Plan · Sponsored by Bessemer Trust Company · New Jersey · Finance & Insurance

$637M in assets, 1,142 participants

Bessemer Trust Company's Bessemer Trust Company 401(k) and Profit Sharing Plan reported $637M in total assets and 1,142 participants in its 2023 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.

  • #8,539 in Finance & Insurance (8,869 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, $637M for 1,142 participants (~$557,971/participant), up 21.3% in 2023.

#8,539
in Finance & Insurance (8,869 peers)
+21.3%
assets growth YoY
6.4×
vs typical plan assets (national mean)

Bessemer Trust Company 401(k) and Profit Sharing Plan's outsized position by total assets

Bessemer Trust Company 401(k) and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$637,203,299 Top 2% higher than 98% of 127,068 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 2023

Bessemer Trust Company 401(k) and Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bessemer Trust Company 401(k) and Profit Sharing Plan lands in the large band (1,142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bessemer Trust Company 401(k) and Profit Sharing Plan reported net income rose from -$84M in the plan year 2022 filing to $111M in the plan year 2023 filing.
  • Bessemer Trust Company 401(k) and Profit Sharing Plan end-of-year assets rose from $525M in the plan year 2022 filing to $637M in the plan year 2023 filing.
  • Bessemer Trust Company 401(k) and Profit Sharing Plan reported participants rose from 1,080 in the plan year 2022 filing to 1,142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 220770670 · Bessemer Trust Company PY 2023 · 401(k)

Bessemer Trust Company 401(k) and Profit Sharing Plan · $637M · 1,142 · 98th

  • EBSA $637M
  • PART 1,142
  • TYPE 98th
  • NET 401(k)
  • BOOK near Prysmian Group 401(k) Plan
  • VS-ST ind #8539

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 →

Bessemer Trust Company 401(k) and Profit Sharing Plan in the asset neighbourhood

Panduit 401(k) and Profit Sharing PlanPanduit 401(k) and Profit Sh…$639MTerex Corporation and Affiliates 401(k) Retirement Savings PlanTerex Corporation and Affili…$639MPrysmian Group 401(k) Plan$638MBessemer Trust Company 401(k) and Profit Sharing PlanBessemer Trust Company 401(k…$637MWisconsin NECA-IBEW Retirement PlanWisconsin NECA-IBEW Retireme…$636M
End-of-year total assets ($M) among Bessemer Trust Company 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$525M
Net Assets (End of Year)$636M
Net Income$111M
Employer EIN220770670
Plan Effective Date1965-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bessemer Trust Company)

Sponsor-wide plan assets over time

All Bessemer Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$764M 20.349181871118535% vs 2022
2024 filing year
$600M$650M$700M$750M$800M 202220232024 $635M $764M ▲ +20.3%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Bessemer Trust Company 401(k) and Profit Sharing Plan, Total assets ($B): 0.637203299 · Participants: 1142Bessemer Trust Company 401(k) and Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Bessemer Trust Company 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Bessemer Trust Company 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Bessemer Trust Company 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Prysmian Group 401(k) Plan in KY ($638M); by covered participants it is Mondi Retirement Savings Plan USA in IL (1,142 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($637M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,142 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bessemer Trust Company 401(k) and Profit Sharing Plan assets move in 2023? ▼
Bessemer Trust Company 401(k) and Profit Sharing Plan grew sharply - up 21.3% during 2023, from $525M to $637M. Reported net income was $111M.
How have Bessemer Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bessemer Trust Company's sponsor-wide assets grew 20.3%, from $635M to $764M.
Where does Bessemer Trust Company 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bessemer Trust Company 401(k) and Profit Sharing Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Bessemer Trust Company 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prysmian Group 401(k) Plan in KY ($638M, 5,115 participants).
Which 401(k) plans cover a similar participant headcount to Bessemer Trust Company 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mondi Retirement Savings Plan USA in IL (1,142 participants, $119M in assets).

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 220770670.

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.