401(k) · DOL Form 5500 · 2022

The Mathews Company, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
107
Participants Small participant base
64th
Percentile by assets National rank
$90,143
Avg per participant Below avg balance/head
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Official DOL plan name: The Mathews Company 401(k) Plan · Sponsored by The Mathews Company, LLC · Tennessee · Real Estate

$10M in assets, 107 participants

The Mathews Company, LLC's The Mathews Company 401(k) Plan reported $10M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,032 in Real Estate (5,057 peers)

Coverage in Tennessee

The Mathews Company 401(k) Plan covers 107 participants in Tennessee, about 9% of the average Tennessee filer (state average ~1,126 per filing). Assets: $10M.

#4,032
in Real Estate (5,057 peers)
-13.9%
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.

The Mathews Company 401(k) Plan's mid-pack asset rank among Real Estate and all filers

The Mathews Company 401(k) Plan vs every filed plan by assets

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

$9,645,270 Top 36% higher than 64% 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

The Mathews Company 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. The Mathews Company 401(k) Plan sits mid-pack in the medium band (107 participants).

Form 5500 schedule snapshot

Filing strip 621589349 · The Mathews Company, LLC PY 2022 · 401(k)

The Mathews Company 401(k) Plan · $10M · 107 · 64th

  • RANK $10M
  • PHOTO 107
  • IND 64th
  • EOY 401(k)
  • 5500 near Lauterbach & Amen, LLP 401(k) Plan
  • ASSETS ind #4032

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 Real Estate retirement plans → · Plans in Tennessee →

The Mathews Company 401(k) Plan in the asset neighbourhood

The Mathews Company 401(k) PlanThe Mathews Company 401(k) P…$10MLauterbach & Amen, LLP 401(k) PlanLauterbach & Amen, LLP 401(k…$10MMidland Garage Door Manufacturing Company 401(k) PlanMidland Garage Door Manufact…$10MThe Yahnis Company 401(k) PlanThe Yahnis Company 401(k) Pl…$10MApplied Engineering Services, Inc. 401(k) PlanApplied Engineering Services…$10M
End-of-year total assets ($M) among The Mathews Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN621589349
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Mathews Company, LLC)

Sponsor-wide plan assets over time

All The Mathews Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 41.995413295843456% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.65M $13.7M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 107 $10M
2023 1 114 $12M
2024 1 118 $14M

Nearby 401(k) Plans in Tennessee

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

The Mathews Company 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants The Mathews Company 401(k) Plan, Total assets ($B): 0.00964527 · Participants: 107The Mathews Company 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
The Mathews Company 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

The Mathews Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Lauterbach & Amen, LLP 401(k) Plan in IL ($10M); by covered participants it is First National Bank in Howell 401 (K) Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 The Mathews Company 401(k) Plan assets move in 2022?
The Mathews Company 401(k) Plan pulled back noticeably - down 13.9% during 2022, from $11M to $10M. Reported net income was -$2M.
How have The Mathews Company, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), The Mathews Company, LLC's sponsor-wide assets grew 42.0%, from $10M to $14M.
Which 401(k) plans are similar in size to The Mathews Company 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Lauterbach & Amen, LLP 401(k) Plan in IL ($10M, 182 participants).
Which 401(k) plans cover a similar participant headcount to The Mathews Company 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is First National Bank in Howell 401 (K) Plan in MI (107 participants, N/A in assets).