Mata's Fruit Store Cash Balance Pension Plan & Trust

Defined Benefit (Pension) · DOL Form 5500 · 2022

What the Filing Says About Mata's Fruit Store Cash Balance Pension Plan & Trust

Mata's Fruit Store Cash Balance Pension Plan & Trust is a Defined Benefit (Pension) retirement plan sponsored by J's Inc. Dba Mata's Fruit Store, headquartered in Texas. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $7M in total end-of-year assets and covers 89 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 300161677, and the plan has been effective since 2008-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew at a solid clip from $6M at the beginning of 2022 to $7M at year-end - up 6.6%. Net assets (after liabilities) closed the year at $7M, with reported net income of $412K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Across the 2 plan years J's Inc. Dba Mata's Fruit Store has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $9M to $5M, a decline of 45.2%, while reported participants moved from 194 to 98 (-49.5%). Year-by-year, sponsor-wide filings show: 2022 - $9M in assets across 2 plans covering 194 participants; 2023 - $5M in assets across 1 plan covering 98 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank Mata's Fruit Store Cash Balance Pension Plan & Trust against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.