401(k) · DOL Form 5500 · 2024
Mitsubishi Ufj Trust and Banking Corporation 401(k) Plan
Data updated 2026-08-25
- $88M
- Total assets Below avg plan size
- 243
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $361,705
- Avg per participant High balance/head
Official DOL plan name: Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan · Sponsored by Mitsubishi Ufj Trust and Banking Corporation · New York · Finance & Insurance
$88M in assets, 243 participants
Mitsubishi Ufj Trust and Banking Corporation's Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan reported $88M in total assets and 243 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #7,153 in Finance & Insurance (8,549 peers)
Coverage in New York
Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan covers 243 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $88M.
- #7,153
- in Finance & Insurance (8,549 peers)
- +15.6%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan's outsized position by total assets
Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$87,894,235 Top 11% higher than 89% 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
Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings 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. Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan sits mid-pack in the medium band (243 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan end-of-year assets rose from $76M in the plan year 2023 filing to $88M in the plan year 2024 filing.
- Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan reported net income fell from $14M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan reported participants rose from 237 in the plan year 2023 filing to 243 in the plan year 2024 filing.
DOL schedule card
Filing strip 132692531 · Mitsubishi Ufj Trust and Banking Corporation PY 2024 · 401(k)
Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan · $88M · 243 · 89th
- EOY $88M
- EOY 243
- EOY 89th
- EOY 401(k)
- EOY near Uwh of Texas, PLLC 401(k) Retirement Plan
- EOY ind #7153
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 York →
Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | $12M |
| Employer EIN | 132692531 |
| Plan Effective Date | 1987-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mitsubishi Ufj Trust and Banking Corporation)
Sponsor-wide plan assets over time
All Mitsubishi Ufj Trust and Banking Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 41.841082124466276% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 209 | $62M |
| 2023 | 1 | 237 | $76M |
| 2024 | 1 | 243 | $88M |
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
Mitsubishi Ufj Trust and Banking Corporation Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Uwh of Texas, PLLC 401(k) Retirement Plan in FL ($88M); by covered participants it is Validatek Retirement Savings Plan in VA (243 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($88M here).
- Uwh of Texas, PLLC 401(k) Retirement Plan (FL) $88M · 757
- Qualawash Holdings, LLC 401(k) Retirement Plan (FL) $88M · 2,671
- Georgia's Own Credit Union Employees Savings Plan & Trust (GA) $88M · 695
- Solmax Geosynthetics 401(k) Plan (GA) $88M · 470
Similar participant headcount
Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.
- Validatek Retirement Savings Plan (VA) 243 · 0 off
- Electronic Systems Inc. 401(k) Profit Sharing Plan (SD) 243 · 0 off
- Presidio Components, Inc. 401(k) Profit Sharing Plan (CA) 243 · 0 off
- Barry Isett & Associates Inc 401(k) Ps Plan (PA) 243 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.