401(k) · DOL Form 5500 · 2023
Mitsubishi Ufj Trust and Banking Corporation 401(k) Plan
Data updated 2026-08-25
- $76M
- Total assets Below avg plan size
- 237
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $320,694
- Avg per participant High balance/head
Official DOL plan name: Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan · Sponsored by Mitsubishi Ufj Trust and Banking Corporation · New York · Finance & Insurance
$76M in assets, 237 participants
Mitsubishi Ufj Trust and Banking Corporation's Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan reported $76M in total assets and 237 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #7,402 in Finance & Insurance (8,869 peers)
Coverage in New York
Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan covers 237 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $76M.
- #7,402
- in Finance & Insurance (8,869 peers)
- +22.7%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan's outsized position by total assets
Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$76,004,427 Top 11% higher than 89% 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
Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings 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. Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan sits mid-pack in the medium band (237 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan reported net income rose from -$11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan end-of-year assets rose from $62M in the plan year 2022 filing to $76M in the plan year 2023 filing.
- Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan reported participants rose from 209 in the plan year 2022 filing to 237 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 132692531 · Mitsubishi Ufj Trust and Banking Corporation PY 2023 · 401(k)
Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan · $76M · 237 · 89th
- PART $76M
- TYPE 237
- NET 89th
- BOOK 401(k)
- VS-ST near Atlantic Dental Care 401(k) Profit Sharing Plan
- BOY ind #7402
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 York →
Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | $14M |
| Employer EIN | 132692531 |
| Plan Effective Date | 1987-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mitsubishi Ufj Trust and Banking Corporation)
Sponsor-wide plan assets over time
All Mitsubishi Ufj Trust and Banking Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 41.841082124466276% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 209 | $62M |
| 2023 | 1 | 237 | $76M |
| 2024 | 1 | 243 | $88M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Atlantic Dental Care 401(k) Profit Sharing Plan in FL ($76M); by covered participants it is Precision Document Solutions, Inc. 401(k) Plan in TX (237 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($76M here).
- Atlantic Dental Care 401(k) Profit Sharing Plan (FL) $76M · 631
- Plz Corp 401(k) Profit Sharing Plan & Trust (IL) $76M · 1,556
- Zilber Ltd. Employee Savings Plan (WI) $76M · 219
- Verrill Dana LLP 401(k) Savings Plan (ME) $76M · 255
Similar participant headcount
Nearest other-state filings by covered participants (237 participants); asset peers above are excluded.
- Precision Document Solutions, Inc. 401(k) Plan (TX) 237 · 0 off
- Gcr, Inc. 401(k) Plan (NC) 237 · 0 off
- Argo Data Resource Corporation 401(k) Plan (TX) 237 · 0 off
- Mirantis, Inc 401(k) Profit Sharing Plan Trust (CA) 237 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.