Mitsui And Co. (U. S. A), Inc. 401(K) Retirement Plan — Form 5500 plan (Mitsui & Co. (U.S.A.), Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Mitsui And Co. (U. S. A), Inc. 401(K) Retirement Plan is a benefit plan reported by Mitsui & Co. (U.S.A.), Inc. under EIN 13-2559853 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,040 participants and $157,359,137 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$157.4MPlan net assets, end of year$157,359,137
Participants1KCovered participants reported1,040
Assets / participant$151.3KComputed: assets ÷ participants$151,307 (computed)
Provider compensation$69.8K2 Schedule C provider row(s)$69,794
Plan sponsor
Mitsui & Co. (U.S.A.), Inc.
EIN
13-2559853
Plan number
003
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,040H, C20240926093959NAL0000562881001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$157.4M total assets
Net assets$157.4MLiabilities$0
Money in vs. money out
Total income / additions$35.1M
Total expenses$14.5M
Benefits paid / distributions$14.5M
Contributions
Employer$2.9M
Participant$6.4M
Full reported line items

Net assets

Total assets (EOY)
$157,359,137
Total liabilities (EOY)
$0
Net assets (EOY)
$157,359,137
Net assets (BOY)
$138,358,771

Income & contributions

Employer contributions
$2,913,787
Participant contributions
$6,401,458
Total contributions
$11,371,007
Total income / additions
$35,052,981

Expenses & distributions

Benefits paid
$14,458,672
Administrative expenses
$67,794
Total expenses
$14,526,466
Net increase / (decrease)
$20,526,515
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$43,479$02023
Vanguard Advisers Inc.NONE$26,315not reported in the loaded dataset2023

Related Form 5500 pages