Other · DOL Form 5500 · 2022
Matrix Human Services Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 452
- Participants Below avg headcount
- 41st
- Percentile by assets National rank
- $6,683
- Avg per participant Low balance/head
Official DOL plan name: Matrix Human Services Tax Sheltered Annuity Plan · Sponsored by Matrix Human Services · Michigan · Healthcare & Social Assistance
$3M in assets, 452 participants
Matrix Human Services's Matrix Human Services Tax Sheltered Annuity Plan reported $3M in total assets and 452 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.
- #8,852 in Healthcare & Social Assistance (20,060 peers)
Matrix Human Services multi-year trail
Matrix Human Services's plans moved +31.7% in assets from 2022 to 2024; this filing shows Matrix Human Services Tax Sheltered Annuity Plan at $3M / 452 participants.
- #8,852
- in Healthcare & Social Assistance (20,060 peers)
- -10.7%
- assets change YoY
The plan reported a net loss of $361K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Matrix Human Services Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Matrix Human Services Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,020,830 41st percentile higher than 41% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Matrix Human Services Tax Sheltered Annuity 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. Matrix Human Services Tax Sheltered Annuity Plan sits mid-pack in the medium band (452 participants).
DOL schedule card
Filing strip 381358015 · Matrix Human Services PY 2022 · Other
Matrix Human Services Tax Sheltered Annuity Plan · $3M · 452 · 41st
- BOOK $3M
- VS-ST 452
- BOY 41st
- SCH Other
- EBSA near Columbus Museum of Art Tax Deferred Annuity Plan
- PART ind #8852
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 Healthcare & Social Assistance retirement plans → · Plans in Michigan →
Matrix Human Services Tax Sheltered Annuity Plan in the asset neighbourhood
Matrix Human Services multi-year asset trail
Sponsor-wide plan assets over time
All Matrix Human Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 31.699268081950986% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 452 | $3M |
| 2023 | 1 | 477 | $4M |
| 2024 | 1 | 419 | $4M |
Matrix Human Services filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$361K |
| Employer EIN | 381358015 |
| Plan Effective Date | 1985-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC Salaried Employees' Savings Plan $4.3B · 17,796
- Fca US LLC UAW Savings Plan $4.1B · 52,211
- Spectrum Health System 403(b) Plan $2.3B · 26,631
- Beaumont Health 403(b) Retirement Savings Plan $2.2B · 33,585
- Mclaren Employees' 403(b) Retirement Plan $1.4B · 21,255
Matrix Human Services Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Columbus Museum of Art Tax Deferred Annuity Plan in OH ($3M); by covered participants it is Rehabilitation Hospital of the Pacific 403b Retirement Savings Plan in HI (452 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (452 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.