Defined Benefit (Pension) · DOL Form 5500 · 2024
Mufg Bank, Ltd. Pension Plan
Data updated 2026-07-24
- $1.1B
- Total assets
- 4,727
- Participants
- 99th
- Percentile by assets
- $227,163
- Avg per participant
Official DOL plan name: Mufg Bank, Ltd. Retirement Plan · Sponsored by Mufg Bank, Ltd. · New York · Finance & Insurance
$1.1B in assets, 4,727 participants
Mufg Bank, Ltd.'s Mufg Bank, Ltd. Retirement Plan reported $1.1B in total assets and 4,727 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 116,472 plans)
Coverage in New York
Mufg Bank, Ltd. Retirement Plan covers 4,727 participants in New York, 5.9x the typical New York plan (state average ~795 per filing). Assets: $1.1B.
- $1.1B
- total plan assets (2024 EOY)
- 4,727
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $227,163
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mufg Bank, Ltd. Retirement Plan reported net income rose from -$2.3B in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Mufg Bank, Ltd. Retirement Plan reported participants fell from 5,502 in the plan year 2023 filing to 4,727 in the plan year 2024 filing.
- Mufg Bank, Ltd. Retirement Plan end-of-year assets fell from $1.1B in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Mufg Bank, Ltd. Retirement Plan reports 4,727 participants - 5.9x that state average ($1.1B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $4M |
| Employer EIN | 135611741 |
| Plan Effective Date | 1958-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mufg Bank, Ltd.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 24,690 | $6.9B |
| 2023 | 2 | 11,051 | $4.0B |
| 2024 | 3 | 10,900 | $4.0B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Mufg Bank, Ltd. Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Mufg Bank, Ltd. Retirement Plan by total assets, not by location.
- Group Retirement Income Plan No.16 (IL) $1.1B · 4,082
- United Brotherhood of Carpenters Pension Fund United States Segment (NV) $1.1B · 1,296
- Milwaukee Drivers Pension Plan (WI) $1.1B · 2,366
- Oregon Retail Employees Pension Plan (OR) $1.1B · 19,775
Frequently Asked Questions
How did Mufg Bank, Ltd. Retirement Plan assets move in 2024? ▼
How have Mufg Bank, Ltd. plan assets changed over time? ▼
Where does Mufg Bank, Ltd. Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Mufg Bank, Ltd. Retirement Plan? ▼
Next read for Mufg Bank, Ltd. Retirement Plan
Filing takeaways
Ways to act on Mufg Bank, Ltd. Retirement Plan's numbers.
- By total assets, Mufg Bank, Ltd. Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Mufg Bank, Ltd.'s sponsor-wide assets have declined 41.9% 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 135611741.
Read our methodology - how this data is sourced, computed, and verified.