401(k) · DOL Form 5500 · 2022

Matheson Trucking, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
2,666
Participants Above avg headcount
82nd
Percentile by assets National rank
$10,336
Avg per participant Low balance/head
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Official DOL plan name: Matheson Trucking, Inc. 401(k) Plan · Sponsored by Matheson Trucking, Inc. · California · Transportation & Warehousing

$28M in assets, 2,666 participants

Matheson Trucking, Inc.'s Matheson Trucking, Inc. 401(k) Plan reported $28M in total assets and 2,666 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #3,154 in Transportation & Warehousing (3,876 peers)

Coverage in California

Matheson Trucking, Inc. 401(k) Plan covers 2,666 participants in California, 4.2x the typical California plan (state average ~630 per filing). Assets: $28M.

#3,154
in Transportation & Warehousing (3,876 peers)
-12.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Matheson Trucking, Inc. 401(k) Plan's outsized position by total assets

Matheson Trucking, Inc. 401(k) Plan vs every filed plan by assets

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

$27,554,994 Top 18% higher than 82% 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

Matheson Trucking, Inc. 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. Matheson Trucking, Inc. 401(k) Plan lands in the large band (2,666 participants).

Published 5500 schedule card

Filing strip 941578272 · Matheson Trucking, Inc. PY 2022 · 401(k)

Matheson Trucking, Inc. 401(k) Plan · $28M · 2,666 · 82nd

  • VS-ST $28M
  • VS-ST 2,666
  • VS-ST 82nd
  • VS-ST 401(k)
  • VS-ST near L.N.K. International, Inc. Retirement Plan
  • VS-ST ind #3154

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 Transportation & Warehousing retirement plans → · Plans in California →

Matheson Trucking, Inc. 401(k) Plan in the asset neighbourhood

Titanx Engine Cooling, Inc 401(k) PlanTitanx Engine Cooling, Inc 4…$28ML.N.K. International, Inc. Retirement PlanL.N.K. International, Inc. R…$28MMaster-Lee Energy Services Corp. 401(k) PlanMaster-Lee Energy Services C…$28MMatheson Trucking, Inc. 401(k) PlanMatheson Trucking, Inc. 401(…$28MKay Automotive Graphics Tax Deferred Savings Plan & TrustKay Automotive Graphics Tax …$28M
End-of-year total assets ($M) among Matheson Trucking, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$28M
Net Income-$4M
Employer EIN941578272
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Matheson Trucking, Inc.)

Sponsor-wide plan assets over time

All Matheson Trucking, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 2.3635388924417837% vs 2022
2023 filing year
$27.4M$27.6M$27.8M$28M$28.2M$28.4M 20222023 $27.6M $28.2M ▲ +2.4%
Year Plans Participants Total Assets
2022 1 2,666 $28M
2023 1 2,765 $28M

Nearby 401(k) Plans in California

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

Matheson Trucking, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Matheson Trucking, Inc. 401(k) Plan, Total assets ($B): 0.027554994 · Participants: 2666Matheson Trucking, Inc. 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
Matheson Trucking, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Matheson Trucking, Inc. 401(k) Plan side-by-side with 3 peers →

Matheson Trucking, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is L.N.K. International, Inc. Retirement Plan in NY ($28M); by covered participants it is Tbc Corporation Safe Harbor 401(k) Plan in FL (2,666 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,666 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 Matheson Trucking, Inc. 401(k) Plan assets move in 2022? ▼
Matheson Trucking, Inc. 401(k) Plan pulled back noticeably - down 12.1% during 2022, from $31M to $28M. Reported net income was -$4M.
How have Matheson Trucking, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Matheson Trucking, Inc.'s sponsor-wide assets grew 2.4%, from $28M to $28M.
Where does Matheson Trucking, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Matheson Trucking, Inc. 401(k) Plan ranks in the 82nd 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 Matheson Trucking, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is L.N.K. International, Inc. Retirement Plan in NY ($28M, 1,462 participants).
Which 401(k) plans cover a similar participant headcount to Matheson Trucking, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tbc Corporation Safe Harbor 401(k) Plan in FL (2,666 participants, $206M 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 941578272.

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.