401(k) · DOL Form 5500 · 2022

Matthews International Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
131
Participants Small participant base
87th
Percentile by assets National rank
$342,237
Avg per participant High balance/head
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Official DOL plan name: Matthews International Capital Management, LLC 401(k) Plan · Sponsored by Matthews International Capital Management, LLC · California · Finance & Insurance

$45M in assets, 131 participants

Matthews International Capital Management, LLC's Matthews International Capital Management, LLC 401(k) Plan reported $45M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,336 in Finance & Insurance (9,261 peers)

Coverage in California

Matthews International Capital Management, LLC 401(k) Plan covers 131 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $45M.

#7,336
in Finance & Insurance (9,261 peers)
-23.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Matthews International Capital Management, LLC 401(k) Plan's outsized position by total assets

Matthews International Capital Management, LLC 401(k) Plan vs every filed plan by assets

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

$44,833,067 Top 13% higher than 87% 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

Matthews International Capital Management, LLC 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. Matthews International Capital Management, LLC 401(k) Plan sits mid-pack in the medium band (131 participants).

EBSA filing schedule strip

Filing strip 943250972 · Matthews International Capital Management, LLC PY 2022 · 401(k)

Matthews International Capital Management, LLC 401(k) Plan · $45M · 131 · 87th

  • BOOK $45M
  • VS-ST 131
  • BOY 87th
  • SCH 401(k)
  • EBSA near Horizon Hobby Retirement Plan
  • PART ind #7336

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 California →

Matthews International Capital Management, LLC 401(k) Plan in the asset neighbourhood

Mercersburg Academy 401(k) PlanMercersburg Academy 401(k) P…$45MHorizon Hobby Retirement Plan$45MMatthews International Capital Management, LLC 401(k) PlanMatthews International Capit…$45MAdvanced Integration Technology 401(k) PlanAdvanced Integration Technol…$45MAbo 401(k) Plan$45M
End-of-year total assets ($M) among Matthews International Capital Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$45M
Net Income-$13M
Employer EIN943250972
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Matthews International Capital Management, LLC)

Sponsor-wide plan assets over time

All Matthews International Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$56M 24.828928165900404% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.8M $56M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 131 $45M
2023 1 132 $54M
2024 1 101 $56M

Nearby 401(k) Plans in California

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

Matthews International Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Matthews International Capital Management, LLC 401(k) Plan, Total assets ($B): 0.044833067 · Participants: 131Matthews International Capital Management, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Matthews International Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Matthews International Capital Management, LLC 401(k) Plan side-by-side with 3 peers →

Matthews International Capital Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Horizon Hobby Retirement Plan in IL ($45M); by covered participants it is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Matthews International Capital Management, LLC 401(k) Plan assets move in 2022? ▼
Matthews International Capital Management, LLC 401(k) Plan declined sharply - down 23.0% during 2022, from $58M to $45M. Reported net income was -$13M.
How have Matthews International Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matthews International Capital Management, LLC's sponsor-wide assets grew 24.8%, from $45M to $56M.
Where does Matthews International Capital Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Matthews International Capital Management, LLC 401(k) Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Matthews International Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Horizon Hobby Retirement Plan in IL ($45M, 538 participants).
Which 401(k) plans cover a similar participant headcount to Matthews International Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants, $4M 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 943250972.

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.