401(k) · DOL Form 5500 · 2022
Matson, Inc. 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 229
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $164,807
- Avg per participant Above avg balance/head
Official DOL plan name: Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees · Sponsored by Matson, Inc. · California · Transportation & Warehousing
$38M in assets, 229 participants
Matson, Inc.'s Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees reported $38M in total assets and 229 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #3,285 in Transportation & Warehousing (3,876 peers)
Coverage in California
Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees covers 229 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $38M.
- #3,285
- in Transportation & Warehousing (3,876 peers)
- -20.8%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees's outsized position by total assets
Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$37,740,767 Top 15% higher than 85% 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
Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees 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. Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees sits mid-pack in the medium band (229 participants).
Form 5500 schedule snapshot
Filing strip 990032630 · Matson, Inc. PY 2022 · 401(k)
Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees · $38M · 229 · 85th
- PCT $38M
- PCT 229
- PCT 85th
- PCT 401(k)
- PCT near Swinomish Tribal Community Retirement Savings Plan
- PCT ind #3285
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 Transportation & Warehousing retirement plans → · Plans in California →
Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | -$10M |
| Employer EIN | 990032630 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Matson, Inc.)
Sponsor-wide plan assets over time
All Matson, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $641M 27.32842356326405% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 2,046 | $504M |
| 2023 | 4 | 2,127 | $574M |
| 2024 | 4 | 2,198 | $641M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Swinomish Tribal Community Retirement Savings Plan in WA ($38M); by covered participants it is Eastern Bag & Paper Company, Inc. 401(k) Plan in CT (229 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (229 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.