Defined Benefit (Pension) · DOL Form 5500 · 2023
Mufg Bank, Ltd. Pension Plan
Data updated 2026-08-06
- $1.1B
- Total assets
- 5,502
- Participants
- 99th
- Percentile by assets
- $206,616
- Avg per participant
Official DOL plan name: Mufg Bank, Ltd. Retirement Plan · Sponsored by Mufg Bank, Ltd. · New York · Finance & Insurance
$1.1B in assets, 5,502 participants
Mufg Bank, Ltd.'s Mufg Bank, Ltd. Retirement Plan reported $1.1B in total assets and 5,502 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 126,618 plans)
- #8,645 in Finance & Insurance (8,852 peers)
Coverage in New York
Mufg Bank, Ltd. Retirement Plan covers 5,502 participants in New York, 6.9x the typical New York plan (state average ~795 per filing). Assets: $1.1B.
- $1.1B
- total plan assets (2023 EOY)
- 5,502
- covered participants
- 99th
- percentile by assets (of 126,618 plans)
- $206,616
- avg assets per participant
The plan reported a net loss of $2.3B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mufg Bank, Ltd. Retirement Plan reported net income fell from -$1.1B in the plan year 2022 filing to -$2.3B in the plan year 2023 filing.
- Mufg Bank, Ltd. Retirement Plan end-of-year assets fell from $3.6B in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
- Mufg Bank, Ltd. Retirement Plan reported participants fell from 10,900 in the plan year 2022 filing to 5,502 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Mufg Bank, Ltd. Retirement Plan reports 5,502 participants - 6.9x that state average ($1.1B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $3.6B |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | -$2.3B |
| Employer EIN | 135611741 |
| Plan Effective Date | 1958-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mufg Bank, Ltd.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 24,690 | $6.9B |
| 2023 | 2 | 11,051 | $4.0B |
| 2024 | 3 | 10,900 | $4.0B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Mufg Bank, Ltd. Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Scale composition for Mufg Bank, Ltd. Retirement Plan
Mufg Bank, Ltd. Retirement Plan reports $1.1B in end-of-year assets across 5,502 participants (0.010% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.006% of 89,805,449 covered participants) - about $206,616 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2023 was -$2.3B.
This plan identity (EIN 135611741, plan #016) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.6B to $1.1B (-70.1%) while covered participants moved from 10,900 to 4,727 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,900 | $3.6B | Open filing |
| 2023 | 5,502 | $1.1B | This page |
| 2024 · index core | 4,727 | $1.1B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Mufg Bank Ltd. 401(k) Plan (401(k), $2.9B, 5,430 participants)
- Mufg Bank, Ltd. Retirement Plan (Defined Benefit (Pension), $1.1B, 4,727 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Mufg Bank, Ltd. Retirement Plan by total assets, not by location.
- Western & Southern Financial Group Pension Plan (OH) $1.1B · 2,578
- Ufcw Intl Union Pension Plan for Employees (DC) $1.1B · 2,212
- The General Pension Plan of the International Union of Operating Engineers (DC) $1.1B · 2,125
- Lehigh Valley Health Network, Inc. Retirement Plan (PA) $1.1B · 3,415
Frequently Asked Questions
How did Mufg Bank, Ltd. Retirement Plan assets move in 2023? ▼
How have Mufg Bank, Ltd. plan assets changed over time? ▼
Where does Mufg Bank, Ltd. Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Mufg Bank, Ltd. Retirement Plan? ▼
Next read for Mufg Bank, Ltd. Retirement Plan
Filing takeaways
Ways to act on Mufg Bank, Ltd. Retirement Plan's numbers.
- By total assets, Mufg Bank, Ltd. Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Mufg Bank, Ltd.'s sponsor-wide assets have declined 41.9% since 2022 across 3 plan years on file. More Finance & Insurance plans