401(k) · DOL Form 5500 · 2022
Matic Insurance Services Inc 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 179
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $16,505
- Avg per participant Low balance/head
Official DOL plan name: Matic Insurance Services 401(k) Plan · Sponsored by Matic Insurance Services Inc · Ohio · Finance & Insurance
$3M in assets, 179 participants
Matic Insurance Services Inc's Matic Insurance Services 401(k) Plan reported $3M in total assets and 179 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- #2,521 in Finance & Insurance (9,261 peers)
Coverage in Ohio
Matic Insurance Services 401(k) Plan covers 179 participants in Ohio, about 23% of the average Ohio filer (state average ~765 per filing). Assets: $3M.
- #2,521
- in Finance & Insurance (9,261 peers)
- +0.8%
- assets growth YoY
Matic Insurance Services 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Matic Insurance Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,954,346 40th percentile higher than 40% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Matic Insurance Services 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Matic Insurance Services 401(k) Plan sits mid-pack in the medium band (179 participants).
Form 5500 schedule snapshot
Filing strip 465512991 · Matic Insurance Services Inc PY 2022 · 401(k)
Matic Insurance Services 401(k) Plan · $3M · 179 · 40th
- PART $3M
- PART 179
- PART 40th
- PART 401(k)
- PART near Western Surgical Care, PC 401(k) Profit Sharing Plan
- PART ind #2521
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 →
Matic Insurance Services 401(k) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $25K |
| Employer EIN | 465512991 |
| Plan Effective Date | 2018-04-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Matic Insurance Services Inc)
Sponsor-wide plan assets over time
All Matic Insurance Services Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 40.40190282383986% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 179 | $3M |
| 2023 | 1 | 224 | $3M |
| 2024 | 1 | 171 | $4M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Matic Insurance Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Western Surgical Care, PC 401(k) Profit Sharing Plan in CO ($3M); by covered participants it is Texas E.N.T. Specialists, P.a. 401(k) Profit Sharing Plan in FL (179 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (179 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.