401(k) ยท DOL Form 5500 ยท 2023

Marubeni Group Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$196M
Total assets
952
Participants
91th
Percentile by assets

Sponsored by Marubeni America Corporation ยท New York ยท Wholesale Trade

What the 2023 filing shows

Marubeni Group Retirement Savings Plan holds $196M for 952 participants - about $205,454 per participant, in the top 10% of all filed plans by assets, up 12.3% over the 2023 plan year.

$196M
total plan assets (2023 EOY)
952
covered participants
91th
percentile by assets (of 72,800 plans)
$205,454
avg assets per participant
Total Assets (2023)
$196M
Participants
952
State
Industry
Wholesale Trade

What the Filing Says About Marubeni Group Retirement Savings Plan

Marubeni Group Retirement Savings Plan is a 401(k) retirement plan sponsored by Marubeni America Corporation, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $196M in total end-of-year assets and covers 952 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 135643190, and the plan has been effective since 1992-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $174M at the beginning of 2023 to $196M at year-end - a gain of 12.3%. Net assets (after liabilities) closed the year at $196M, with reported net income of $21M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$174M
Total Assets (End of Year)$196M
Net Assets (End of Year)$196M
Net Income$21M
Plan Type401(k)
Employer EIN135643190
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marubeni America Corporation)

Year Plans Participants Total Assets
2022 1 871 $174M
2023 1 952 $196M
2024 1 912 $222M

Nearby 401(k) Plans in New York

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

Frequently Asked Questions

How much money is in the Marubeni Group Retirement Savings Plan?
As of the 2023 Form 5500 filing, Marubeni Group Retirement Savings Plan holds $196M in total assets with 952 participants. It is sponsored by Marubeni America Corporation.
What type of plan is Marubeni Group Retirement Savings Plan?
Marubeni Group Retirement Savings Plan is a 401(k) plan. It has been effective since 1992-01-01. The plan is filed with the U.S. Department of Labor under EIN 135643190.
Who sponsors the Marubeni Group Retirement Savings Plan?
Marubeni Group Retirement Savings Plan is sponsored by Marubeni America Corporation, located in New York. The sponsor's EIN is 135643190 and the plan operates in the Wholesale Trade industry.
How did Marubeni Group Retirement Savings Plan perform in 2023?
Marubeni Group Retirement Savings Plan grew by 12.3% during 2023, moving from $174M to $196M in total assets. Net income was $21M.
Where can I find official filings for Marubeni Group Retirement Savings Plan?
Official Form 5500 filings for Marubeni Group Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 135643190 or plan name at efast.dol.gov.
How does Marubeni Group Retirement Savings Plan compare to other plans?
You can compare Marubeni Group Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 135643190.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.