401(k) · DOL Form 5500 · 2023

Mattea and Edwards Enrichment 401(k) Plan

Data updated 2026-08-25

$266K
Total assets Small plan by assets: 151
Participants Small participant base: 13th
Percentile by assets National rank: $1,760
Avg per participant Low balance/head

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Official DOL plan name: Mattea and Edwards Retirement Plan · Sponsored by Mattea and Edwards Enrichment · New York · Other Services

$266K in assets, 151 participants

Mattea and Edwards Enrichment's Mattea and Edwards Retirement Plan reported $266K in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

#2,174 in Other Services (7,857 peers)

Coverage in New York

Mattea and Edwards Retirement Plan covers 151 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $266K.

#2,174
in Other Services (7,857 peers): +226.3%
assets growth YoY

Mattea and Edwards Retirement Plan among the smaller filed plans by assets

Mattea and Edwards Retirement Plan vs every filed plan by assets

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

$265,822 13th percentile higher than 13% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Mattea and Edwards Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mattea and Edwards Retirement Plan sits mid-pack in the medium band (151 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Plan-year Form 5500 strip

Filing strip 465312575 · Mattea and Edwards Enrichment PY 2023 · 401(k)

Mattea and Edwards Retirement Plan · $266K · 151 · 13th

EBSA $266K
PART 151
TYPE 13th
NET 401(k)
BOOK near Robert L. Friedbauer, Cpa, PC Profit Sharing Plan
VS-ST ind #2174

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 Other Services retirement plans → · Plans in New York →

End-of-year total assets ($M) among Mattea and Edwards Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)	$81K
Net Assets (End of Year)	$266K
Net Income	$184K
Employer EIN	465312575
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Mattea and Edwards Enrichment)

Latest sponsor-wide plan assets: $344K 29.514863329596498% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	151	$266K
2024	1	168	$344K

Nearby 401(k) Plans in New York

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

Mattea and Edwards Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Mattea and Edwards Retirement Plan side-by-side with 3 peers →

Mattea and Edwards Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Robert L. Friedbauer, Cpa, PC Profit Sharing Plan in NJ ($266K); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($266K here).

Robert L. Friedbauer, Cpa, PC Profit Sharing Plan (NJ) $266K · 2
Mini Alien Corp. 401(k) Plan (GA) $266K · 3
Bjd Group, Inc. 401(k) Plan (MI) $266K · 6
Hart Silvers LLC 401(k) Plan (MI) $266K · 1

Similar participant headcount

Nearest other-state filings by covered participants (151 participants); asset peers above are excluded.

Air Conditioning Innovative Solutions 401(k) Plan (TX) 151 · 0 off
Healthcorp Inc 401(k) Profit Sharing Plan & Trust (PA) 151 · 0 off
Milo's Hamburgers 401(k) Plan (AL) 151 · 0 off
Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan (CT) 151 · 0 off

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 Mattea and Edwards Retirement Plan assets move in 2023? ▼

Mattea and Edwards Retirement Plan surged - up 226.3% during 2023, from $81K to $266K. Reported net income was $184K.

How have Mattea and Edwards Enrichment plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Mattea and Edwards Enrichment's sponsor-wide assets grew 29.5%, from $266K to $344K.

Where does Mattea and Edwards Retirement Plan rank by assets among Form 5500 filers? ▼

Mattea and Edwards Retirement Plan ranks in the 13th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Mattea and Edwards Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Robert L. Friedbauer, Cpa, PC Profit Sharing Plan in NJ ($266K, 2 participants).

Which 401(k) plans cover a similar participant headcount to Mattea and Edwards Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants, $8M 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 465312575.