Employer · plans filed under one EIN
Mufg Bank, Ltd.
New York, NY · Finance and insurance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Mufg Bank, Ltd., based in New York, New York, sponsors 3 retirement plans with 100 or more participants: 1 defined contribution and 2 defined benefit. Together they reported 19,510 participant records and $3.95B in net assets.
The largest is Mufg Bank Ltd. 401(k) Plan, a 401(k) plan with 12,779 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $34.5M and participant contributions $82.1M in the latest plan years; benefits paid were $564M. Schedule C compensation reported to service provider organisations totalled $4.1M.
Combined net assets moved from $104M in 2009 to $3.95B in 2024 (up 3717%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Mufg Bank Ltd. 401(k) Plan | 401(k) plan | 2024 | 12,779 | $2.86B | $223,832 | $6,294 | $665K |
| Mufg Bank, Ltd. Retirement Plan | cash balance pension plan | 2024 | 5,878 | $1.01B | $172,531 | — | $3.2M |
| The Bank of Tokyo-Mitsubishi Ufj, Ltd. Cash Balance Pension Plan | cash balance pension plan | 2024 | 853 | $80.3M | $94,130 | — | $244K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 3 | 19,510 | $3.95B | $34.5M | $82.1M |
| 2023 | 2 | 19,358 | $3.86B | $34.9M | $82.5M |
| 2022 | 3 | 45,015 | $6.67B | $58.8M | $143M |
| 2021 | 1 | 3,132 | $249M | $0 | $0 |
| 2020 | 1 | 3,262 | $244M | $0 | $0 |
| 2019 | 1 | 3,364 | $222M | $0 | $0 |
| 2018 | 1 | 3,523 | $198M | $0 | $0 |
| 2017 | 1 | 3,585 | $218M | $0 | $0 |
| 2016 | 1 | 3,647 | $204M | $18.0M | $0 |
| 2015 | 1 | 3,805 | $191M | $10.0M | $0 |
| 2014 | 1 | 3,948 | $188M | $20.0M | $0 |
| 2013 | 1 | 3,978 | $167M | $9.5M | $0 |
| 2012 | 1 | 3,710 | $141M | $9.5M | $0 |
| 2011 | 1 | 3,377 | $125M | $9.5M | $0 |
| 2010 | 1 | 3,136 | $118M | $7.5M | $0 |
| 2009 | 1 | 3,051 | $104M | $6.0M | $0 |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Alight Solutions LLC | Recordkeeping and information management; Securities brokerage; Plan Administrator; Consulting (pension) | 3 | $1,264,185 |
| Rreef America II LP | Investment management | 2 | $1,139,921 |
| Pgim, Inc. | — | 1 | $485,677 |
| TCW Asset Management Company | — | 1 | $390,910 |
| Empower Retirement, LLC | Trustee (bank, trust company, or similar financial institution); Investment management | 1 | $322,658 |
| Callan | — | 1 | $141,472 |
| Gallagher Benefit Services, Inc. | Actuarial; Consulting (pension) | 1 | $125,615 |
| Prudential Trust Co. | Investment management | 2 | $95,307 |
| Pillsbury Winthrop Shaw Pittman LLP | — | 1 | $47,777 |
| USI Consulting Group, Inc. | Other services | 1 | $32,715 |
| Callan Holdings Inc. | Consulting (general) | 1 | $15,759 |
| JPMorgan Securities Inc., New York | Securities brokerage | 1 | $10,904 |
| Citigroup GBL MKTS Inc., New York | Securities brokerage | 1 | $8,618 |
| BNY Mellon | Trustee (bank, trust company, or similar financial institution); Other services | 1 | $5,743 |
| Morgan Stanley & Co. Inc., NY | Securities brokerage | 1 | $5,227 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Mufg Bank, Ltd. have?
3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Mufg Bank Ltd. 401(k) Plan, Mufg Bank, Ltd. Retirement Plan and The Bank of Tokyo-Mitsubishi Ufj, Ltd. Cash Balance Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Mufg Bank, Ltd. contribute to its plans?
$34,478,400 in employer contributions across these plans in their latest plan years, about $3,216 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Alight Solutions LLC, Rreef America II LP, Pgim, Inc. and TCW Asset Management Company and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.