401(k) · DOL Form 5500 · 2024

Mitsui Sumitomo Marine Management (U.S.a.), Inc. 401(k) Plan

Data updated 2026-08-25

$177M
Total assets Near avg plan size
539
Participants Below avg headcount
94th
Percentile by assets National rank
$327,910
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mitsui Sumitomo 401(k) Savings/Retirement Plan · Sponsored by Mitsui Sumitomo Marine Management (U.S.a.), Inc. · New Jersey · Finance & Insurance

$177M in assets, 539 participants

Mitsui Sumitomo Marine Management (U.S.a.), Inc.'s Mitsui Sumitomo 401(k) Savings/Retirement Plan reported $177M in total assets and 539 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,704 in Finance & Insurance (8,549 peers)

Where Mitsui Sumitomo 401(k) Savings/Retirement Plan sits by assets

Mitsui Sumitomo 401(k) Savings/Retirement Plan sits in the top 10% of all filed plans by assets, $177M for 539 participants (~$327,910/participant), up 16.4% in 2024.

#7,704
in Finance & Insurance (8,549 peers)
+16.4%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Mitsui Sumitomo 401(k) Savings/Retirement Plan's outsized position by total assets

Mitsui Sumitomo 401(k) Savings/Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$176,743,390 Top 6% higher than 94% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Mitsui Sumitomo 401(k) Savings/Retirement 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. Mitsui Sumitomo 401(k) Savings/Retirement Plan sits mid-pack in the medium band (539 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mitsui Sumitomo 401(k) Savings/Retirement Plan end-of-year assets rose from $152M in the plan year 2023 filing to $177M in the plan year 2024 filing.
  • Mitsui Sumitomo 401(k) Savings/Retirement Plan reported participants rose from 470 in the plan year 2023 filing to 539 in the plan year 2024 filing.
  • Mitsui Sumitomo 401(k) Savings/Retirement Plan reported net income fell from $29M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133429270 · Mitsui Sumitomo Marine Management (U.S.a.), Inc. PY 2024 · 401(k)

Mitsui Sumitomo 401(k) Savings/Retirement Plan · $177M · 539 · 94th

  • EOY $177M
  • 5500 539
  • ASSETS 94th
  • PCT 401(k)
  • EIN near West Herr Employees' Retirement Plan
  • RANK ind #7704

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 →

Mitsui Sumitomo 401(k) Savings/Retirement Plan in the asset neighbourhood

New Century Energies, Inc. Employee Investment Plan for Bargaining Unit Employees and Former Non-Bargaining Unit EmployeesNew Century Energies, Inc. E…$177MProskauer Rose LLP Savings Plan for AssociatesProskauer Rose LLP Savings P…$177MMitsui Sumitomo 401(k) Savings/Retirement PlanMitsui Sumitomo 401(k) Savin…$177MWest Herr Employees' Retirement PlanWest Herr Employees' Retirem…$177MMajor League Soccer 401(k) PlanMajor League Soccer 401(k) P…$177M
End-of-year total assets ($M) among Mitsui Sumitomo 401(k) Savings/Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$152M
Net Assets (End of Year)$177M
Net Income$25M
Employer EIN133429270
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mitsui Sumitomo Marine Management (U.S.a.), Inc.)

Sponsor-wide plan assets over time

All Mitsui Sumitomo Marine Management (U.S.a.), Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$177M 43.895928293102095% vs 2022
2024 filing year
$100M$120M$140M$160M$180M$200M 202220232024 $123M $177M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 457 $123M
2023 1 470 $152M
2024 1 539 $177M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mitsui Sumitomo 401(k) Savings/Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Mitsui Sumitomo 401(k) Savings/Retirement Plan, Total assets ($B): 0.17674339 · Participants: 539Mitsui Sumitomo 401(k) Savings/Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Mitsui Sumitomo 401(k) Savings/Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Mitsui Sumitomo 401(k) Savings/Retirement Plan side-by-side with 3 peers →

Mitsui Sumitomo 401(k) Savings/Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is West Herr Employees' Retirement Plan in NY ($177M); by covered participants it is Lusamerica 401(k) Plan in CA (539 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (539 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mitsui Sumitomo 401(k) Savings/Retirement Plan assets move in 2024? ▼
Mitsui Sumitomo 401(k) Savings/Retirement Plan grew sharply - up 16.4% during 2024, from $152M to $177M. Reported net income was $25M.
How have Mitsui Sumitomo Marine Management (U.S.a.), Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mitsui Sumitomo Marine Management (U.S.a.), Inc.'s sponsor-wide assets grew 43.9%, from $123M to $177M.
Where does Mitsui Sumitomo 401(k) Savings/Retirement Plan rank by assets among Form 5500 filers? ▼
Mitsui Sumitomo 401(k) Savings/Retirement Plan ranks in the 94th 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 Mitsui Sumitomo 401(k) Savings/Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is West Herr Employees' Retirement Plan in NY ($177M, 2,800 participants).
Which 401(k) plans cover a similar participant headcount to Mitsui Sumitomo 401(k) Savings/Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lusamerica 401(k) Plan in CA (539 participants, $9M in assets).

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 133429270.

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.