401(k) · DOL Form 5500 · 2023

Sojitz Corporation of America 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
331
Participants Below avg headcount
90th
Percentile by assets National rank
$255,848
Avg per participant Above avg 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

$85M in assets, 331 participants

Sojitz Corporation of America's Sojitz Group 401(k) Plan reported $85M in total assets and 331 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #5,787 in Wholesale Trade (6,309 peers)

Coverage in New York

Sojitz Group 401(k) Plan covers 331 participants in New York, about 41% of the average New York filer (state average ~798 per filing). Assets: $85M.

#5,787
in Wholesale Trade (6,309 peers)
+11.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$84,685,715 Top 10% higher than 90% 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

Sojitz Group 401(k) 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. Sojitz Group 401(k) Plan sits mid-pack in the medium band (331 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sojitz Group 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Sojitz Group 401(k) Plan reported participants rose from 208 in the plan year 2022 filing to 331 in the plan year 2023 filing.
  • Sojitz Group 401(k) Plan end-of-year assets rose from $76M in the plan year 2022 filing to $85M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 135610360 · Sojitz Corporation of America PY 2023 · 401(k)

Sojitz Group 401(k) Plan · $85M · 331 · 90th

  • PART $85M
  • PART 331
  • PART 90th
  • PART 401(k)
  • PART near Invensense, Inc. 401(k) Plan
  • PART ind #5787

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

Invensense, Inc. 401(k) Plan$85MSojitz Group 401(k) Plan$85MCh Holdings, Inc. 401(k) Salary and Profit Sharing PlanCh Holdings, Inc. 401(k) Sal…$85MFrazier & Deeter, LLC 401(k) PlanFrazier & Deeter, LLC 401(k)…$85MVirgin Pulse, Inc. 401(k) PlanVirgin Pulse, Inc. 401(k) Pl…$85M
End-of-year total assets ($M) among Sojitz Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$85M
Net Income$9M
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 -20020406080 Total assets ($B) Participants Sojitz Group 401(k) Plan, Total assets ($B): 0.084685715 · Participants: 331Sojitz Group 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The 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 Invensense, Inc. 401(k) Plan in CA ($85M); by covered participants it is Pds 401(k) Plan for Maritime Sector Employees in TX (331 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($85M here).

Similar participant headcount

Nearest other-state filings by covered participants (331 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 Sojitz Group 401(k) Plan assets move in 2023? ▼
Sojitz Group 401(k) Plan grew at a solid clip - up 11.9% during 2023, from $76M to $85M. Reported net income was $9M.
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 90th 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 Sojitz Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Invensense, Inc. 401(k) Plan in CA ($85M, 328 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 Pds 401(k) Plan for Maritime Sector Employees in TX (331 participants, N/A 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 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.