Defined Benefit (Pension) · DOL Form 5500 · 2022

J's Inc. Dba Mata's Fruit Store Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
89
Participants Small participant base
57th
Percentile by assets National rank
$74,961
Avg per participant Below avg balance/head
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Official DOL plan name: Mata's Fruit Store Cash Balance Pension Plan & Trust · Sponsored by J's Inc. Dba Mata's Fruit Store · Texas · Retail Trade

$7M in assets, 89 participants

J's Inc. Dba Mata's Fruit Store's Mata's Fruit Store Cash Balance Pension Plan & Trust reported $7M in total assets and 89 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #6,333 in Retail Trade (9,519 peers)

J's Inc. Dba Mata's Fruit Store multi-year trail

J's Inc. Dba Mata's Fruit Store's plans moved +33.9% in assets from 2022 to 2024; this filing shows Mata's Fruit Store Cash Balance Pension Plan & Trust at $7M / 89 participants.

#6,333
in Retail Trade (9,519 peers)
+6.6%
assets growth YoY

Mata's Fruit Store Cash Balance Pension Plan & Trust's mid-pack asset rank among Retail Trade and all filers

Mata's Fruit Store Cash Balance Pension Plan & Trust vs every filed plan by assets

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

$6,671,559 Top 43% higher than 57% 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

Mata's Fruit Store Cash Balance Pension Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mata's Fruit Store Cash Balance Pension Plan & Trust is a small filing (89 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 300161677 · J's Inc. Dba Mata's Fruit Store PY 2022 · Defined Benefit (Pension)

Mata's Fruit Store Cash Balance Pension Plan & Trust · $7M · 89 · 57th

  • NET $7M
  • NET 89
  • NET 57th
  • NET Defined Benefit (Pension)
  • NET near Federal Screw Works Detroit Division and Romulus Divisions Hourly Pension Plan
  • NET ind #6333

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 Retail Trade retirement plans → · Plans in Texas →

Mata's Fruit Store Cash Balance Pension Plan & Trust in the asset neighbourhood

Defined Benefit Plan of Rochester Presbyterian HomeDefined Benefit Plan of Roch…$7MNational Farmers Union Uniform Pension PlanNational Farmers Union Unifo…$7MMata's Fruit Store Cash Balance Pension Plan & TrustMata's Fruit Store Cash Bala…$7MFederal Screw Works Detroit Division and Romulus Divisions Hourly Pension PlanFederal Screw Works Detroit …$7MWest Florida Medical Associates, P.a. Cash Balance Pension PlanWest Florida Medical Associa…$7M
End-of-year total assets ($M) among Mata's Fruit Store Cash Balance Pension Plan & Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

J's Inc. Dba Mata's Fruit Store multi-year asset trail

Sponsor-wide plan assets over time

All J's Inc. Dba Mata's Fruit Store plans reported in each filing year

Latest sponsor-wide plan assets
$12M 33.85449281347688% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $8.78M $11.8M ▲ +33.9%
Year Plans Participants Total Assets
2022 2 194 $9M
2023 1 98 $5M
2024 1 106 $12M

J's Inc. Dba Mata's Fruit Store filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$412K
Employer EIN300161677
Plan Effective Date2008-10-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Mata's Fruit Store Cash Balance Pension Plan & Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Mata's Fruit Store Cash Balance Pension Plan & Trust, Total assets ($B): 0.006671559 · Participants: 89Mata's Fruit Store Cash Balance Pension Plan & TrustAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Mata's Fruit Store Cash Balance Pension Plan & Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Mata's Fruit Store Cash Balance Pension Plan & Trust side-by-side with 3 peers →

Mata's Fruit Store Cash Balance Pension Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Federal Screw Works Detroit Division and Romulus Divisions Hourly Pension Plan in MI ($7M); by covered participants it is The Scotts Company LLC Associates' Pension Plan in OH (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Mata's Fruit Store Cash Balance Pension Plan & Trust assets move in 2022? ▼
Mata's Fruit Store Cash Balance Pension Plan & Trust grew at a solid clip - up 6.6% during 2022, from $6M to $7M. Reported net income was $412K.
How have J's Inc. Dba Mata's Fruit Store plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J's Inc. Dba Mata's Fruit Store's sponsor-wide assets grew 33.9%, from $9M to $12M.
Which Defined Benefit (Pension) plans are similar in size to Mata's Fruit Store Cash Balance Pension Plan & Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Federal Screw Works Detroit Division and Romulus Divisions Hourly Pension Plan in MI ($7M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Mata's Fruit Store Cash Balance Pension Plan & Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Scotts Company LLC Associates' Pension Plan in OH (89 participants, $59M 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 300161677.

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.