401(k) · DOL Form 5500 · 2023

Peter H. Mattson & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
62
Participants Small participant base
78th
Percentile by assets National rank
$434,007
Avg per participant High balance/head
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Official DOL plan name: Mattson & Co. 401(k) Savings Plan · Sponsored by Peter H. Mattson & Co., Inc. · California · Professional & Technical Services

$27M in assets, 62 participants

Peter H. Mattson & Co., Inc.'s Mattson & Co. 401(k) Savings Plan reported $27M in total assets and 62 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,846 in Professional & Technical Services (20,321 peers)

Where Mattson & Co. 401(k) Savings Plan sits by assets

Mattson & Co. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $27M for 62 participants (~$434,007/participant), up 25.3% in 2023.

#15,846
in Professional & Technical Services (20,321 peers)
+25.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mattson & Co. 401(k) Savings Plan's outsized position by total assets

Mattson & Co. 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$26,908,439 Top 22% higher than 78% of 127,068 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 2023

Mattson & Co. 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mattson & Co. 401(k) Savings Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mattson & Co. 401(k) Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Mattson & Co. 401(k) Savings Plan end-of-year assets rose from $21M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Mattson & Co. 401(k) Savings Plan reported participants rose from 61 in the plan year 2022 filing to 62 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942456738 · Peter H. Mattson & Co., Inc. PY 2023 · 401(k)

Mattson & Co. 401(k) Savings Plan · $27M · 62 · 78th

  • PHOTO $27M
  • IND 62
  • EOY 78th
  • 5500 401(k)
  • ASSETS near Plancorp, LLC Safe Harbor 401(k) Plan
  • PCT ind #15846

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 Professional & Technical Services retirement plans → · Plans in California →

Mattson & Co. 401(k) Savings Plan in the asset neighbourhood

Mattson & Co. 401(k) Savings PlanMattson & Co. 401(k) Savings…$27MPlancorp, LLC Safe Harbor 401(k) PlanPlancorp, LLC Safe Harbor 40…$27MDakota Community Bank & Trust 401(k) Retirement PlanDakota Community Bank & Trus…$27MFinzer Roller, Inc. Salary Savings PlanFinzer Roller, Inc. Salary S…$27MTherapy Brands 401(k) Plan$27M
End-of-year total assets ($M) among Mattson & Co. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN942456738
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peter H. Mattson & Co., Inc.)

Sponsor-wide plan assets over time

All Peter H. Mattson & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 24.29576407628043% vs 2022
2024 filing year
$30M$35M$40M 202220232024 $31.1M $38.7M ▲ +24.3%
Year Plans Participants Total Assets
2022 2 116 $31M
2023 2 123 $35M
2024 2 120 $39M

Nearby 401(k) Plans in California

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

Mattson & Co. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mattson & Co. 401(k) Savings Plan, Total assets ($B): 0.026908439 · Participants: 62Mattson & Co. 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Mattson & Co. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mattson & Co. 401(k) Savings Plan side-by-side with 3 peers →

Mattson & Co. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Plancorp, LLC Safe Harbor 401(k) Plan in MO ($27M); by covered participants it is Solidstate Controls, Inc. Hourly Employees' (Cwa) Retirement Plan in PA (62 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (62 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mattson & Co. 401(k) Savings Plan assets move in 2023? ▼
Mattson & Co. 401(k) Savings Plan grew sharply - up 25.3% during 2023, from $21M to $27M. Reported net income was $5M.
How have Peter H. Mattson & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peter H. Mattson & Co., Inc.'s sponsor-wide assets grew 24.3%, from $31M to $39M.
Where does Mattson & Co. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Mattson & Co. 401(k) Savings Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mattson & Co. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plancorp, LLC Safe Harbor 401(k) Plan in MO ($27M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Mattson & Co. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Solidstate Controls, Inc. Hourly Employees' (Cwa) Retirement Plan in PA (62 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942456738.

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.