401(k) · DOL Form 5500 · 2024
Mufg Fund Services (USA) LLC 401(k) Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 492
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $120,007
- Avg per participant Near avg balance/head
Official DOL plan name: Mufg Fund Services (USA) LLC 401(k) Plan · Sponsored by Mufg Fund Services (USA) LLC · New York · Professional & Technical Services
$59M in assets, 492 participants
Mufg Fund Services (USA) LLC's Mufg Fund Services (USA) LLC 401(k) Plan reported $59M in total assets and 492 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #17,509 in Professional & Technical Services (20,173 peers)
Where Mufg Fund Services (USA) LLC 401(k) Plan sits by assets
Mufg Fund Services (USA) LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $59M for 492 participants (~$120,007/participant), up 29.3% in 2024.
- #17,509
- in Professional & Technical Services (20,173 peers)
- +29.3%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Mufg Fund Services (USA) LLC 401(k) Plan's outsized position by total assets
Mufg Fund Services (USA) LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$59,043,450 Top 14% higher than 86% 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
Mufg Fund Services (USA) LLC 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. Mufg Fund Services (USA) LLC 401(k) Plan sits mid-pack in the medium band (492 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mufg Fund Services (USA) LLC 401(k) Plan end-of-year assets rose from $46M in the plan year 2023 filing to $59M in the plan year 2024 filing.
- Mufg Fund Services (USA) LLC 401(k) Plan reported participants rose from 445 in the plan year 2023 filing to 492 in the plan year 2024 filing.
- Mufg Fund Services (USA) LLC 401(k) Plan reported net income rose from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 760758622 · Mufg Fund Services (USA) LLC PY 2024 · 401(k)
Mufg Fund Services (USA) LLC 401(k) Plan · $59M · 492 · 86th
- NET $59M
- NET 492
- NET 86th
- NET 401(k)
- NET near Pacers Basketball, LLC Retirement Savings Plan
- NET ind #17509
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 Professional & Technical Services retirement plans → · Plans in New York →
Mufg Fund Services (USA) LLC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $13M |
| Employer EIN | 760758622 |
| Plan Effective Date | 2016-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mufg Fund Services (USA) LLC)
Sponsor-wide plan assets over time
All Mufg Fund Services (USA) LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $59M 79.44268613651928% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 393 | $33M |
| 2023 | 1 | 445 | $46M |
| 2024 | 1 | 492 | $59M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Mufg Fund Services (USA) LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Pacers Basketball, LLC Retirement Savings Plan in IN ($59M); by covered participants it is Magic Memories Employee Retirement Plan in CO (492 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
- Pacers Basketball, LLC Retirement Savings Plan (IN) $59M · 1,224
- Finfrock Holdings, Inc. 401(k) Profit Sharing Plan (FL) $59M · 668
- Hibbett, Inc. 401(k) Profit Sharing Plan (AL) $59M · 13,281
- I.D. Care, LLC 401(k) Plan (NJ) $59M · 205
Similar participant headcount
Nearest other-state filings by covered participants (492 participants); asset peers above are excluded.
- Magic Memories Employee Retirement Plan (CO) 492 · 0 off
- Huntwood Industries 401(k) Plan (WA) 492 · 0 off
- Davis Development, Inc. 401(k) Plan (GA) 492 · 0 off
- Reagent Chemical & Research, LLC Employees' Profit Sharing & 401(k) Trust (NJ) 492 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.