401(k) · DOL Form 5500 · 2022

Matthews International Corporation 401(k) Plan

Data updated 2026-08-25

$391M
Total assets Above avg plan size
4,033
Participants Above avg headcount
97th
Percentile by assets National rank
$96,896
Avg per participant Below avg balance/head
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Official DOL plan name: Matthews International Corporation 401(k) Plan · Sponsored by Matthews International Corporation · Pennsylvania · Manufacturing

$391M in assets, 4,033 participants

Matthews International Corporation's Matthews International Corporation 401(k) Plan reported $391M in total assets and 4,033 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,731 in Manufacturing (20,602 peers)

Coverage in Pennsylvania

Matthews International Corporation 401(k) Plan covers 4,033 participants in Pennsylvania, 4.9x the typical Pennsylvania plan (state average ~822 per filing). Assets: $391M.

#19,731
in Manufacturing (20,602 peers)
-17.5%
assets change YoY
3.9×
vs typical plan assets (national mean)

The plan reported a net loss of $83M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Matthews International Corporation 401(k) Plan's outsized position by total assets

Matthews International Corporation 401(k) Plan vs every filed plan by assets

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

$390,780,515 Top 3% higher than 97% 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 Corporation 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Matthews International Corporation 401(k) Plan lands in the large band (4,033 participants).

EBSA filing schedule strip

Filing strip 250644320 · Matthews International Corporation PY 2022 · 401(k)

Matthews International Corporation 401(k) Plan · $391M · 4,033 · 97th

  • EIN $391M
  • RANK 4,033
  • PHOTO 97th
  • IND 401(k)
  • EOY near Jeld-Wen 401(k) Retirement Savings Plan
  • 5500 ind #19731

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Matthews International Corporation 401(k) Plan in the asset neighbourhood

Matthews International Corporation 401(k) PlanMatthews International Corpo…$391MJeld-Wen 401(k) Retirement Savings PlanJeld-Wen 401(k) Retirement S…$391MCorning Inv Plan Unionized EmployeesCorning Inv Plan Unionized E…$391MSeagen Inc. 401(k) Plan$390MKutak Rock LLP 401(k) Profit Sharing PlanKutak Rock LLP 401(k) Profit…$390M
End-of-year total assets ($M) among Matthews International Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$474M
Net Assets (End of Year)$391M
Net Income-$83M
Employer EIN250644320
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Matthews International Corporation)

Sponsor-wide plan assets over time

All Matthews International Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$353M 9.561557591989969% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $391M $353M ▼ -9.6%
Year Plans Participants Total Assets
2022 1 4,033 $391M
2023 1 4,206 $458M
2024 1 4,253 $353M

Nearby 401(k) Plans in Pennsylvania

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

Matthews International Corporation 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Matthews International Corporation 401(k) Plan, Total assets ($B): 0.390780515 · Participants: 4033Matthews International Corporation 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Matthews International Corporation 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Matthews International Corporation 401(k) Plan side-by-side with 3 peers →

Matthews International Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Jeld-Wen 401(k) Retirement Savings Plan in NC ($391M); by covered participants it is Kering Americas, Inc. Retirement and Savings Plan in NJ (4,033 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($391M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,033 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 Corporation 401(k) Plan assets move in 2022? ▼
Matthews International Corporation 401(k) Plan declined sharply - down 17.5% during 2022, from $474M to $391M. Reported net income was -$83M.
How have Matthews International Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matthews International Corporation's sponsor-wide assets declined 9.6%, from $391M to $353M.
Where does Matthews International Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Matthews International Corporation 401(k) Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Matthews International Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jeld-Wen 401(k) Retirement Savings Plan in NC ($391M, 10,889 participants).
Which 401(k) plans cover a similar participant headcount to Matthews International Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kering Americas, Inc. Retirement and Savings Plan in NJ (4,033 participants, $245M 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 250644320.

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.