401(k) · DOL Form 5500 · 2024

Bessemer Trust Company 401(k) Plan

Data updated 2026-08-25

$764M
Total assets Above avg plan size
1,206
Participants Near avg headcount
98th
Percentile by assets National rank
$633,616
Avg per participant High balance/head
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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.

  • #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.

#8,243
in Finance & Insurance (8,549 peers)
+19.9%
assets growth YoY
7.7×
vs typical plan assets (national mean)

Bessemer Trust Company 401(k) and Profit Sharing Plan's outsized position by total assets

Bessemer Trust Company 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$764,140,900 Top 2% higher than 98% 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

Bessemer Trust Company 401(k) and Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bessemer Trust Company 401(k) and Profit Sharing Plan lands in the large band (1,206 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Form 5500 schedule snapshot

Filing strip 220770670 · Bessemer Trust Company PY 2024 · 401(k)

Bessemer Trust Company 401(k) and Profit Sharing Plan · $764M · 1,206 · 98th

  • ASSETS $764M
  • PCT 1,206
  • EIN 98th
  • RANK 401(k)
  • PHOTO near Kyndryl 401(k) Plan
  • IND ind #8243

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 →

Bessemer Trust Company 401(k) and Profit Sharing Plan in the asset neighbourhood

Lutron Retirement Plan$765MAdvantage 401(k) Savings Plan$765MSumitomo Mitsui Banking Corporation 401(k) PlanSumitomo Mitsui Banking Corp…$765MKyndryl 401(k) Plan$764MBessemer Trust Company 401(k) and Profit Sharing PlanBessemer Trust Company 401(k…$764M
End-of-year total assets ($M) among Bessemer Trust Company 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$637M
Net Assets (End of Year)$764M
Net Income$128M
Employer EIN220770670
Plan Effective Date1965-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bessemer Trust Company)

Sponsor-wide plan assets over time

All Bessemer Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$764M 20.349181871118535% vs 2022
2024 filing year
$600M$650M$700M$750M$800M 202220232024 $635M $764M ▲ +20.3%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Bessemer Trust Company 401(k) and Profit Sharing Plan, Total assets ($B): 0.7641409 · Participants: 1206Bessemer Trust Company 401(k) and Profit Sharing 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
Bessemer Trust Company 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Bessemer Trust Company 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Bessemer Trust Company 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Kyndryl 401(k) Plan in NY ($764M); by covered participants it is H.N.S. Management Company, Inc. 401(k) Savings Plan in CT (1,206 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($764M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,206 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 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).
Which 401(k) plans cover a similar participant headcount to Bessemer Trust Company 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is H.N.S. Management Company, Inc. 401(k) Savings Plan in CT (1,206 participants, $49M 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 220770670.

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.