Sumitomo Corporation of Americas 401(k) and retirement plans

Sumitomo Corporation of Americas, New York, NY. EIN 13-5612163. Annual reports 2009–2025. Also filed as Sumitomo Corporation of America.

Sumitomo Corporation of Americas has 2 active retirement plans on file. The largest is the Linder Industrial Machinery 401(k) Retirement Plan, with 967 participants and $64.1 million in assets in 2025. Transamerica has been its recordkeeper since 2009. No traditional pension plan appears in Sumitomo Corporation of Americas's filings since 2009.

Active plans: 2
Participants: 4,552
Plan assets: $470 million
401(k) recordkeeper: Transamerica
Plans on file: 4
Industry: Wholesale trade

All 4 plans

Active plans first

Linder Industrial Machinery 401(k) Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 004Employer EIN 13-5612163
Participants (2025): 967
Net assets (2025): $64.1 million
Recordkeeper: Transamerica2009–2025
Plan administrator: Sumitomo Corporation of Americas
300 Madison Avenue
New York, NY 10017
(212) 207-0700As filed for 2025
In effect since: January 1, 1986

Earlier sponsor: Sumitomo Corporation of America (2009–2012).

Earlier plan names: Summit 401(k) Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	967	$64.1 million	Transamerica
2024	976	$55.2 million	Transamerica
2023	850	$47.6 million	Transamerica
2022	767	$38.7 million	Transamerica
2021	716	$42.6 million	Transamerica
2020	672	$37.6 million	Transamerica
2019	659	$32.8 million	Transamerica
2018	591	$26.5 million	Transamerica
2017	512	$28.2 million	Transamerica
2016	466	$22.0 million	Transamerica
2015	418	$18.3 million	Transamerica
2014	386	$17.9 million	Transamerica
2013	348	$18.1 million	Transamerica
2012	351	$16.5 million	Transamerica
2011	828	$36.8 million	Transamerica
2010	870	$39.4 million	Transamerica
2009	866	$37.1 million	Transamerica

The Safe Harbor 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 13-5612163
Participants (2024): 3,585
Net assets (2024): $406 million
Recordkeeper: Transamerica2013–2024
Plan administrator: Sumitomo Corporation of Americas
300 Madison Avenue
New York, NY 10017
(212) 207-0700As filed for 2024
In effect since: June 1, 2011

Plans merged into this one: The Safe Harbor 401(k) Plan (2012).

Earlier sponsor: Sumitomo Corporation of America (2011–2012).

Earlier plan names: The Safe Harbor Employee Savings 401(k) Plan.

Year by year, 2011 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,585	$406 million	Transamerica
2023	3,607	$356 million	Transamerica
2022	3,524	$305 million	Transamerica
2021	3,405	$366 million	Transamerica
2020	3,663	$343 million	Transamerica
2019	3,351	$272 million	Transamerica
2018	3,055	$219 million	Transamerica
2017	3,054	$224 million	Transamerica
2016	3,092	$193 million	Transamerica
2015	2,979	$182 million	Transamerica
2014	2,567	$178 million	Transamerica
2013	2,582	$138 million	Transamerica
2012	3,527	$111 million	not listed
2011	35	$2.6 million	not listed

The Safe Harbor 401(k) Plan

401(k)Merged

Merged. In 2012 its assets moved to the The Safe Harbor 401(k) Plan, sponsored by Sumitomo Corporation of Americas (EIN 13-5612163, plan 005). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 13-5612163
Participants (2011): 5,089
Net assets (2011): $133 million
Recordkeeper: Transamerica2009–2012
Plan administrator: Sumitomo Corporation of America
600 Third Avenue
New York, NY 10016
(212) 207-0443As filed for 2012
In effect since: January 1, 1991

Plans merged into this one: SC Rail Leasing America 401(k) Plan (2009).

Earlier plan names: Summit Safe Harbor 401(k) Plan.

Year by year, 2009 to 2012

Plan year	Participants	Net assets	Recordkeeper
2012	0	$0	Transamerica
2011	5,089	$133 million	Transamerica
2010	3,546	$125 million	Transamerica
2009	3,421	$106 million	Transamerica

SC Rail Leasing America 401(k) Plan

401(k)Merged

Merged. In 2009 its assets moved to the Summit Safe Harbor 401(k) Plan, sponsored by Sumitomo Corporation of Americas (EIN 13-5612163, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 13-5612163
Plan administrator: Sumitomo Corporation of America
600 Third Ave
New York, NY 10016
(212) 207-0700As filed for 2009
In effect since: April 1, 1992

If you had money in one of these plans

Call Transamerica (transamerica.com), which runs the The Safe Harbor 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((212) 207-0700). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 4 plans

Linder Industrial Machinery 401(k) Retirement Plan

The Safe Harbor 401(k) Plan

The Safe Harbor 401(k) Plan

SC Rail Leasing America 401(k) Plan

If you had money in one of these plans

What these numbers are

Other wholesale trade employers in NY