401(k) · DOL Form 5500 · 2024

Sumitomo Mitsui Trust Bank (U.S.a.) Limited 401(k) Plan

Data updated 2026-08-11

$122M
Total assets
210
Participants
92nd
Percentile by assets
$580,797
Avg per participant
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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.

  • 92nd percentile by assets (of 123,622 plans)
  • #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.

$122M
total plan assets (2024 EOY)
210
covered participants
92nd
percentile by assets (of 123,622 plans)
$580,797
avg assets per participant

Where Smtbusa 401(k) Plan sits 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

This plan $0 $2,010,000,000 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 2024

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.

See the national 2023→2024 release diff →

State
New Jersey
Industry
Finance & Insurance

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Smtbusa 401(k) Plan reports 210 participants - about 25% of that state average ($122M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$122M
Net Income$18M
Employer EIN133382184
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sumitomo Mitsui Trust Bank (U.S.a.) Limited)

$80M$100M$120M$140M 202220232024 $84.6M $122M ▲ +44.2%
Total plan assets by year, all Sumitomo Mitsui Trust Bank (U.S.a.) Limited plans on file
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.

Smtbusa 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Smtbusa 401(k) Plan, Total assets ($B): 0.121967367 · Participants: 210Smtbusa 401(k) PlanJPMorgan Chase 401(k…, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k…Verizon Savings Plan…, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan…Johnson and Johnson …, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson …Ernst & Young Retire…, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retire…Merck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Smtbusa 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Smtbusa 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Smtbusa 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Smtbusa 401(k) Plan assets move in 2024? ▼
Smtbusa 401(k) Plan grew sharply - up 16.8% during 2024, from $104M to $122M. Reported net income was $18M.
How have Sumitomo Mitsui Trust Bank (U.S.a.) Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sumitomo Mitsui Trust Bank (U.S.a.) Limited's sponsor-wide assets grew 44.2%, from $85M to $122M.
Where does Smtbusa 401(k) Plan rank by assets among Form 5500 filers? ▼
Smtbusa 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Smtbusa 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tax Favored Savings Program in MS ($122M, 504 participants).

Next read for Smtbusa 401(k) Plan

Filing takeaways

Ways to act on Smtbusa 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133382184.

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.