Bessemer Trust 401(k) match, vesting and fees
What Bessemer Trust's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Deloitte & Touche LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 214 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Bessemer Trust: employer contribution per participant | $23,732 | |
| Peer median | $3,266 |
| Bessemer Trust: average balance | $563,263 | |
| Peer median | $137,177 |
| Bessemer Trust: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.08% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $609M at the end of plan year 2021 to $897M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,604 | $897M | $37.8M | $23,732 | 0.01% | Not published | Form 5500 ↗ |
| 2024 | 1,560 | $764M | $35.6M | $23,046 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 1,536 | $636M | $30.3M | $20,153 | 0.00% | Not published | Form 5500 ↗ |
| 2022 | 1,473 | $525M | $26.5M | $17,973 | 0.00% | Not published | Form 5500 ↗ |
| 2021 | 1,373 | $609M | $25.6M | $18,616 | 0.00% | Not published | Form 5500 ↗ |
Other Bessemer Trust plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Plan for the Employees of Bessemer Trust Company
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Deloitte & Touche LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Bessemer Trust match 401(k) contributions?
The match terms for the Bessemer Trust Company 401k and Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $37.8M in employer contributions, about $23,732 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bessemer Trust 401(k) match vested?
The vesting schedule for the Bessemer Trust Company 401k and Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bessemer Trust 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Profit Sharing Plan Committee of Bessemer Trust Company.
I left Bessemer Trust. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Profit Sharing Plan Committee of Bessemer Trust Company, (732) 694-5507) or the recordkeeper, Fidelity Investments Institutional. The Bessemer Trust old 401(k) page lists the contacts from every plan filing. Find an old Bessemer Trust 401(k)
Data from the public Form 5500 annual reports Bessemer Trust filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bessemer Trust. Not financial advice. Report a correction · Methodology