401(k) · DOL Form 5500 · 2024

Bessemer Trust Company 401(k) Plan

Data updated 2026-08-11

$764M
Total assets: 1,206
Participants: 98th
Percentile by assets: $633,616
Avg per participant

Official DOL plan name: Bessemer Trust Company 401(k) and Profit Sharing Plan · Sponsored by Bessemer Trust Company · New Jersey · Finance & Insurance

$764M in assets, 1,206 participants

Bessemer Trust Company's Bessemer Trust Company 401(k) and Profit Sharing Plan reported $764M in total assets and 1,206 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

98th percentile by assets (of 123,622 plans)
#8,243 in Finance & Insurance (8,549 peers)

Where Bessemer Trust Company 401(k) and Profit Sharing Plan sits by assets

Bessemer Trust Company 401(k) and Profit Sharing Plan sits in the top 5% of all filed plans by assets, $764M for 1,206 participants (~$633,616/participant), up 19.9% in 2024.

$764M
total plan assets (2024 EOY): 1,206
covered participants: 98th
percentile by assets (of 123,622 plans): $633,616
avg assets per participant

Bessemer Trust Company 401(k) and Profit Sharing Plan end-of-year assets rose from $637M in the plan year 2023 filing to $764M in the plan year 2024 filing.
Bessemer Trust Company 401(k) and Profit Sharing Plan reported net income rose from $111M in the plan year 2023 filing to $128M in the plan year 2024 filing.
Bessemer Trust Company 401(k) and Profit Sharing Plan reported participants rose from 1,142 in the plan year 2023 filing to 1,206 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New Jersey

Industry

Finance & Insurance

Bessemer Trust Company 401(k) and Profit Sharing Plan vs the 2024 asset distribution

By assets, Bessemer Trust Company 401(k) and Profit Sharing Plan outranks 98% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 7.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$637M
Net Assets (End of Year)	$764M
Net Income	$128M
Employer EIN	220770670
Plan Effective Date	1965-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bessemer Trust Company)

Total plan assets by year, all Bessemer Trust Company plans on file

Year	Plans	Participants	Total Assets
2022	2	1,297	$635M
2023	2	1,346	$755M
2024	2	1,403	$764M

Nearby 401(k) Plans in New Jersey

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

Bessemer Trust Company 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

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

Compare Bessemer Trust Company 401(k) and Profit… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bessemer Trust Company 401(k) and Profit Sharing Plan by total assets, not by location.

Kyndryl 401(k) Plan (NY) $764M · 6,859
Sumitomo Mitsui Banking Corporation 401(k) Plan (NY) $765M · 4,155
Advantage 401(k) Savings Plan (MO) $765M · 38,300
Lutron Retirement Plan (PA) $765M · 2,292

Frequently Asked Questions

How did Bessemer Trust Company 401(k) and Profit Sharing Plan assets move in 2024? ▼

Bessemer Trust Company 401(k) and Profit Sharing Plan grew sharply - up 19.9% during 2024, from $637M to $764M. Reported net income was $128M.

How have Bessemer Trust Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bessemer Trust Company's sponsor-wide assets grew 20.3%, from $635M to $764M.

Where does Bessemer Trust Company 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Bessemer Trust Company 401(k) and Profit Sharing Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Bessemer Trust Company 401(k) and Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kyndryl 401(k) Plan in NY ($764M, 6,859 participants).

Next read for Bessemer Trust Company 401(k) and Profit…

Scale reading

Ways to act on Bessemer Trust Company 401(k) and Profit Sharing Plan's numbers.

By total assets, Bessemer Trust Company 401(k) and Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
Bessemer Trust Company's sponsor-wide assets have grown 20.3% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 220770670.