Money Purchase · DOL Form 5500 · 2022

Matrix Partners Management Services L.P. Money Purchase Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
21
Participants Small participant base
52nd
Percentile by assets National rank
$250,486
Avg per participant Above avg balance/head
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Official DOL plan name: Matrix Partners Management Services, L. P. Money Purchase Pension Plan · Sponsored by Matrix Partners Management Services L.P. · Massachusetts · Professional & Technical Services

$5M in assets, 21 participants

Matrix Partners Management Services L.P.'s Matrix Partners Management Services, L. P. Money Purchase Pension Plan reported $5M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,659 in Professional & Technical Services (21,562 peers)

Matrix Partners Management Services L.P. multi-year trail

Matrix Partners Management Services L.P.'s plans moved +47.2% in assets from 2022 to 2024; this filing shows Matrix Partners Management Services, L. P. Money Purchase Pension Plan at $5M / 21 participants.

#10,659
in Professional & Technical Services (21,562 peers)
-10.7%
assets change YoY

The plan reported a net loss of $631K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Matrix Partners Management Services, L. P. Money Purchase Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Matrix Partners Management Services, L. P. Money Purchase Pension Plan vs every filed plan by assets

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

$5,260,208 Top 48% higher than 52% 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

Matrix Partners Management Services, L. P. Money Purchase Pension 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. Matrix Partners Management Services, L. P. Money Purchase Pension Plan is a small filing (21 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 364496070 · Matrix Partners Management Services L.P. PY 2022 · Money Purchase

Matrix Partners Management Services, L. P. Money Purchase Pension Plan · $5M · 21 · 52nd

  • EBSA $5M
  • PART 21
  • TYPE 52nd
  • NET Money Purchase
  • BOOK near Rowling Streeter & Partipilo PC Employees Pension Plan and Trust
  • VS-ST ind #10659

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Matrix Partners Management Services, L. P. Money Purchase Pension Plan in the asset neighbourhood

Service Employees Intl Union Local 2000 Pension FundService Employees Intl Union…$5MLinas a Sidrys, Md$5MRowling Streeter & Partipilo PC Employees Pension Plan and TrustRowling Streeter & Partipilo…$5MMatrix Partners Management Services, L. P. Money Purchase Pension PlanMatrix Partners Management S…$5MBhailal G. Gondalia Money Purchase PlanBhailal G. Gondalia Money Pu…$5M
End-of-year total assets ($M) among Matrix Partners Management Services, L. P. Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Matrix Partners Management Services L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Matrix Partners Management Services L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 47.17133893688691% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.8M $29.1M ▲ +47.1%
Year Plans Participants Total Assets
2022 2 42 $20M
2023 2 48 $25M
2024 2 48 $29M

Matrix Partners Management Services L.P. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$631K
Employer EIN364496070
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Massachusetts

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Matrix Partners Management Services, L. P. Money Purchase Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Matrix Partners Management Services, L. P. Money Purchase Pension Plan, Total assets ($B): 0.005260208 · Participants: 21Matrix Partners Management Services, L. P. Money Purchase Pension PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.245275345 · Participants: 12021The Mitre Corporation Qualified Retirement PlanMassachusetts Laborers' Annuity Fund, Total assets ($B): 1.955452301 · Participants: 11530Massachusetts Laborers' Annuity FundRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 1.888120121 · Participants: 2698Retirement Income Plan for Teaching Faculty of Harvard UniversityHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.452591056 · Participants: 12417Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.441786632 · Participants: 8275Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Matrix Partners Management Services, L. P. Money Purchase Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Matrix Partners Management Services, L. P. Money Purchase Pension Plan side-by-side with 3 peers →

Matrix Partners Management Services, L. P. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Rowling Streeter & Partipilo PC Employees Pension Plan and Trust in MI ($5M); by covered participants it is Pine Bluff Cotton Belt Federal Credit Union Pension Plan & Trust in AR (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Matrix Partners Management Services, L. P. Money Purchase Pension Plan assets move in 2022? ▼
Matrix Partners Management Services, L. P. Money Purchase Pension Plan pulled back noticeably - down 10.7% during 2022, from $6M to $5M. Reported net income was -$631K.
How have Matrix Partners Management Services L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matrix Partners Management Services L.P.'s sponsor-wide assets grew 47.2%, from $20M to $29M.
Which Money Purchase plans are similar in size to Matrix Partners Management Services, L. P. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Rowling Streeter & Partipilo PC Employees Pension Plan and Trust in MI ($5M, 8 participants).
Which Money Purchase plans cover a similar participant headcount to Matrix Partners Management Services, L. P. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Pine Bluff Cotton Belt Federal Credit Union Pension Plan & Trust in AR (21 participants, $673K 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 364496070.

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.