401(k) · DOL Form 5500 · 2022

Matson Money, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
60
Participants Small participant base
68th
Percentile by assets National rank
$193,319
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: Matson Money, Inc. Savings and Retirement Plan · Sponsored by Matson Money, Inc. · Ohio · Finance & Insurance

$12M in assets, 60 participants

Matson Money, Inc.'s Matson Money, Inc. Savings and Retirement Plan reported $12M in total assets and 60 participants in its 2022 DOL Form 5500 filing, ranking in the 68th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,772 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Matson Money, Inc. Savings and Retirement Plan holds $12M for 60 participants - about $193,319 per participant, above the median plan by assets.

#4,772
in Finance & Insurance (9,261 peers)
+1.5%
assets growth YoY

Matson Money, Inc. Savings and Retirement Plan's outsized position by total assets

Matson Money, Inc. Savings and Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,599,167 Top 32% higher than 68% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Matson Money, Inc. Savings and Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Matson Money, Inc. Savings and Retirement Plan is a small filing (60 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 311334658 · Matson Money, Inc. PY 2022 · 401(k)

Matson Money, Inc. Savings and Retirement Plan · $12M · 60 · 68th

  • IND $12M
  • EOY 60
  • 5500 68th
  • ASSETS 401(k)
  • PCT near Health Central Women's Care, P.a. 401(k) Profit Sharing Plan
  • EIN ind #4772

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Ohio →

Matson Money, Inc. Savings and Retirement Plan in the asset neighbourhood

Matson Money, Inc. Savings and Retirement PlanMatson Money, Inc. Savings a…$12MHealth Central Women's Care, P.a. 401(k) Profit Sharing PlanHealth Central Women's Care,…$12MNationwide Marketing Group 401(k) PlanNationwide Marketing Group 4…$12MRrc Power & Energy, LLC 401(k) PlanRrc Power & Energy, LLC 401(…$12MGood Source Solutions, Inc. 401(k) PlanGood Source Solutions, Inc. …$12M
End-of-year total assets ($M) among Matson Money, Inc. Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$171K
Employer EIN311334658
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Matson Money, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Matson Money, Inc. Savings and Retirement Plan, Total assets ($B): 0.011599167 · Participants: 60Matson Money, Inc. Savings and Retirement PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Matson Money, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Matson Money, Inc. Savings and Retirement Plan side-by-side with 3 peers →

Matson Money, Inc. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Health Central Women's Care, P.a. 401(k) Profit Sharing Plan in TX ($12M); by covered participants it is Bill Gillespie Electric, Inc. in PA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Matson Money, Inc. Savings and Retirement Plan assets move in 2022? ▼
Matson Money, Inc. Savings and Retirement Plan edged up modestly - up 1.5% during 2022, from $11M to $12M. Reported net income was $171K.
Which 401(k) plans are similar in size to Matson Money, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Health Central Women's Care, P.a. 401(k) Profit Sharing Plan in TX ($12M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Matson Money, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bill Gillespie Electric, Inc. in PA (60 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311334658.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.