Profit Sharing · DOL Form 5500 · 2022

Matrix Partners Management Services L.P. Profit Sharing Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
21
Participants Small participant base
72nd
Percentile by assets National rank
$691,677
Avg per participant High balance/head
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Official DOL plan name: Matrix Partners Management Services, L. P. Profit Sharing Plan · Sponsored by Matrix Partners Management Services L.P. · Massachusetts · Professional & Technical Services

$15M in assets, 21 participants

Matrix Partners Management Services L.P.'s Matrix Partners Management Services, L. P. Profit Sharing Plan reported $15M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,428 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. Profit Sharing Plan at $15M / 21 participants.

#15,428
in Professional & Technical Services (21,562 peers)
-10.4%
assets change YoY

The plan reported a net loss of $2M 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. Profit Sharing Plan's outsized position by total assets

Matrix Partners Management Services, L. P. Profit Sharing Plan vs every filed plan by assets

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

$14,525,213 Top 28% higher than 72% 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. Profit Sharing 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. Profit Sharing 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 · Profit Sharing

Matrix Partners Management Services, L. P. Profit Sharing Plan · $15M · 21 · 72nd

  • PCT $15M
  • PCT 21
  • PCT 72nd
  • PCT Profit Sharing
  • PCT near Margaret Mary Health Retirement Plan
  • PCT ind #15428

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. Profit Sharing Plan in the asset neighbourhood

Safe Horizon 401(a) Retirement Savings PlanSafe Horizon 401(a) Retireme…$15MSanta Fe Preparatory School DC Retirement PlanSanta Fe Preparatory School …$15MMatrix Partners Management Services, L. P. Profit Sharing PlanMatrix Partners Management S…$15MMargaret Mary Health Retirement PlanMargaret Mary Health Retirem…$15MAmerican Society for Clinical Pathology 401(a) DC PlanAmerican Society for Clinica…$14M
End-of-year total assets ($M) among Matrix Partners Management Services, L. P. Profit Sharing Plan and nearest nationwide Profit Sharing 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)$16M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN364496070
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Matrix Partners Management Services, L. P. Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Matrix Partners Management Services, L. P. Profit Sharing Plan, Total assets ($B): 0.014525213 · Participants: 21Matrix Partners Management Services, L. P. Profit Sharing PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
Matrix Partners Management Services, L. P. Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Matrix Partners Management Services, L. P. Profit Sharing Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Profit Sharing by assets is Margaret Mary Health Retirement Plan in IN ($15M); by covered participants it is Di Renzo & Bomier, LLC Profit Sharing Plan in WI (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. Profit Sharing Plan assets move in 2022? ▼
Matrix Partners Management Services, L. P. Profit Sharing Plan pulled back noticeably - down 10.4% during 2022, from $16M to $15M. Reported net income was -$2M.
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 Profit Sharing plans are similar in size to Matrix Partners Management Services, L. P. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Margaret Mary Health Retirement Plan in IN ($15M, 653 participants).
Which Profit Sharing plans cover a similar participant headcount to Matrix Partners Management Services, L. P. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Di Renzo & Bomier, LLC Profit Sharing Plan in WI (21 participants, N/A 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.