Defined Benefit (Pension) · DOL Form 5500 · 2023
Mufg Bank, Ltd. Pension Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 5,502
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $206,616
- Avg per participant Above avg balance/head
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.
- #8,662 in Finance & Insurance (8,869 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 ~798 per filing). Assets: $1.1B.
- #8,662
- in Finance & Insurance (8,869 peers)
- -68.3%
- assets change YoY
- 11×
- vs typical plan assets (national mean)
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.
Mufg Bank, Ltd. Retirement Plan's outsized position by total assets
Mufg Bank, Ltd. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,136,799,539 Top 1% higher than 99% 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
Mufg Bank, Ltd. Retirement 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. Mufg Bank, Ltd. Retirement Plan lands in the large band (5,502 participants).
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.
EBSA filing schedule strip
Filing strip 135611741 · Mufg Bank, Ltd. PY 2023 · Defined Benefit (Pension)
Mufg Bank, Ltd. Retirement Plan · $1.1B · 5,502 · 99th
- PART $1.1B
- PART 5,502
- PART 99th
- PART Defined Benefit (Pension)
- PART near Western & Southern Financial Group Pension Plan
- PART ind #8662
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 →
Mufg Bank, Ltd. Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Mufg Bank, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.0B 41.92310467502892% vs 2022
- 2024 filing year
| 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.
- 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 (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 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)
Mufg Bank, Ltd. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Western & Southern Financial Group Pension Plan in OH ($1.1B); by covered participants it is Sheet Metal Workers Pension Plan of Northern California in CA (5,496 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,502 participants); asset peers above are excluded.
- Sheet Metal Workers Pension Plan of Northern California (CA) 5,496 · 6 off
- Ufcw- Giant Excess Supplemental Benefit Fund (MD) 5,492 · 10 off
- Retirement Benefit Accumulation Plan for Employees of Pwc (FL) 5,514 · 12 off
- Beth Israel Lahey Health Defined Benefit Plan I (MA) 5,470 · 32 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.