Plan Ledger DOL Form 5500 · updated monthly

Mitsubishi Ufj Trust and Banking Corporation401(k)

MITSUBISHI UFJ TRUST AND BANKING CORPORATION RETIREMENT AND SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.00%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Mitsubishi Ufj Trust and Banking Corporation reported $1,054 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,107 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.01% to 0.00%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 889th-largest of 5,648 plans among New York employers on file, and the 1,105th of 4,798 in finance & insurance. In 2024, employees put in $2.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$87,894,235
Participants with balances368
Active participants249
Employer contributions$1,271,767
Employee contributions$3,154,696
Employer contribution per active participant$5,107
Average account balance$238,843
Benefits paid to participants$5,243,358
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$87.9M · 368 accts · $1.3M emplr
2023$76.0M · 385 accts · $1.2M emplr
2022$62.0M · 352 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Investment management$9,128
Audit (IQPA)$31,920
Total administrative$1,054
The Mitsubishi Ufj Trust and Banking Corporation 401(k) match · 2024
Employer contribution per active participant$5,107
Median for plans this size$3,635
2024$5,107 per active participant
2023$4,801 per active participant
2022$4,333 per active participant

Mitsubishi Ufj Trust and Banking Corporation's 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
EISNER ADVISORY GROUP LLC · Accounting / audit$31,920
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,128
MARSH USA LLC · Consulting$8,250

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$1,054 · 0.00%
2023$5,018 · 0.01%
2022$8,896 · 0.01%
Same employer
Similar plansFinance & Insurance · New York
Sirius Re Holdings NY$90.5M · 0.08%
Board of Trustees of Marble NY$87.9M · 0.32%
Equiniti Trust Company NY$85.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132692531 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.