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Original filing (PDF)20251009090250NAL0006327057001
SUMITOMO MITSUI BANKING CORPORATION
Form 5500
FILING_RECEIVED
SUMITOMO MITSUI BANKING CORPORATION RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
4,100
Accounts w/ balance
—
Plan assets (EOY)
$341.9M
Net assets (EOY)
$341.9M
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMITOMO MITSUI BANKING CORPORATION.
Plan sponsor
Name
SUMITOMO MITSUI BANKING CORPORATION
EIN
13-5611820
Address
277 PARK AVENUE · NEW YORK, NY · 10172
Phone
(212) 224-4000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 33-4144829 | — | NONE | $87K | — |
| USI CONSULTING GROUP | 13-3771734 | — | NONE | $76K | — |
| NIXON PEABODY LLP | 16-0764720 | — | NONE | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.