401(k) · DOL Form 5500 · 2024
Sumitomo Mitsui Trust Bank (U.S.a.) Limited 401(k) Plan
Data updated 2026-08-25
- $122M
- Total assets Near avg plan size
- 210
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $580,797
- Avg per participant High balance/head
Official DOL plan name: Smtbusa 401(k) Plan · Sponsored by Sumitomo Mitsui Trust Bank (U.S.a.) Limited · New Jersey · Finance & Insurance
$122M in assets, 210 participants
Sumitomo Mitsui Trust Bank (U.S.a.) Limited's Smtbusa 401(k) Plan reported $122M in total assets and 210 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,452 in Finance & Insurance (8,549 peers)
Coverage in New Jersey
Smtbusa 401(k) Plan covers 210 participants in New Jersey, about 25% of the average New Jersey filer (state average ~844 per filing). Assets: $122M.
- #7,452
- in Finance & Insurance (8,549 peers)
- +16.8%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Smtbusa 401(k) Plan's outsized position by total assets
Smtbusa 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$121,967,367 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Smtbusa 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smtbusa 401(k) Plan sits mid-pack in the medium band (210 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Smtbusa 401(k) Plan end-of-year assets rose from $104M in the plan year 2023 filing to $122M in the plan year 2024 filing.
- Smtbusa 401(k) Plan reported net income fell from $20M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Smtbusa 401(k) Plan reported participants rose from 202 in the plan year 2023 filing to 210 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 133382184 · Sumitomo Mitsui Trust Bank (U.S.a.) Limited PY 2024 · 401(k)
Smtbusa 401(k) Plan · $122M · 210 · 92nd
- NET $122M
- BOOK 210
- VS-ST 92nd
- BOY 401(k)
- SCH near Tax Favored Savings Program
- EBSA ind #7452
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 Jersey →
Smtbusa 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $104M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | $18M |
| Employer EIN | 133382184 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sumitomo Mitsui Trust Bank (U.S.a.) Limited)
Sponsor-wide plan assets over time
All Sumitomo Mitsui Trust Bank (U.S.a.) Limited plans reported in each filing year
- Latest sponsor-wide plan assets
- $122M 44.2276772844983% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 199 | $85M |
| 2023 | 1 | 202 | $104M |
| 2024 | 1 | 210 | $122M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Smtbusa 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Tax Favored Savings Program in MS ($122M); by covered participants it is Impressions Incorporated Profit Sharing and Savings Plan in MN (210 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($122M here).
- Tax Favored Savings Program (MS) $122M · 504
- Athens Services 401(k) Profit Sharing Plan (CA) $122M · 2,173
- Etnyre International Profit Sharing and Retirement Savings Plan (IL) $122M · 894
- Nantworks, LLC Retirement Plan (CA) $122M · 666
Similar participant headcount
Nearest other-state filings by covered participants (210 participants); asset peers above are excluded.
- Impressions Incorporated Profit Sharing and Savings Plan (MN) 210 · 0 off
- Orca Bay Foods, LLC 401(k) Profit Sharing Plan (WA) 210 · 0 off
- Power Advocate, Inc. 401(k) Plan (MA) 210 · 0 off
- Connoisseur Media, LLC 401(k) Plan (CT) 210 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.