401(k) · DOL Form 5500 · 2023

Matic Insurance Services Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
224
Participants Below avg headcount
36th
Percentile by assets National rank
$13,763
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Matic Insurance Services 401(k) Plan · Sponsored by Matic Insurance Services Inc · Ohio · Finance & Insurance

$3M in assets, 224 participants

Matic Insurance Services Inc's Matic Insurance Services 401(k) Plan reported $3M in total assets and 224 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,220 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Matic Insurance Services 401(k) Plan covers 224 participants in Ohio, about 29% of the average Ohio filer (state average ~765 per filing). Assets: $3M.

#2,220
in Finance & Insurance (8,869 peers)
+4.4%
assets growth YoY

Matic Insurance Services 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Matic Insurance Services 401(k) Plan vs every filed plan by assets

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

$3,082,862 36th percentile higher than 36% 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

Matic Insurance Services 401(k) 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. Matic Insurance Services 401(k) Plan sits mid-pack in the medium band (224 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Matic Insurance Services 401(k) Plan reported net income rose from $25K in the plan year 2022 filing to $129K in the plan year 2023 filing.
  • Matic Insurance Services 401(k) Plan reported participants rose from 179 in the plan year 2022 filing to 224 in the plan year 2023 filing.
  • Matic Insurance Services 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 465512991 · Matic Insurance Services Inc PY 2023 · 401(k)

Matic Insurance Services 401(k) Plan · $3M · 224 · 36th

  • SCH $3M
  • EBSA 224
  • PART 36th
  • TYPE 401(k)
  • NET near International Shipping Agency Retirement Plan
  • BOOK ind #2220

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 Finance & Insurance retirement plans → · Plans in Ohio →

Matic Insurance Services 401(k) Plan in the asset neighbourhood

Matic Insurance Services 401(k) PlanMatic Insurance Services 401…$3MInternational Shipping Agency Retirement PlanInternational Shipping Agenc…$3MLandmark 401(k) Savings Plan$3MAllergy, Asthma and Immunology Center of Alaska, LLC 401(k) Profit Sharing Plan & TrustAllergy, Asthma and Immunolo…$3MBarrington Venture/the Garlands of Barrington Retirement Savings PlanBarrington Venture/the Garla…$3M
End-of-year total assets ($M) among Matic Insurance Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$129K
Employer EIN465512991
Plan Effective Date2018-04-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Matic Insurance Services Inc)

Sponsor-wide plan assets over time

All Matic Insurance Services Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 40.40190282383986% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.95M $4.15M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 179 $3M
2023 1 224 $3M
2024 1 171 $4M

Nearby 401(k) Plans in Ohio

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

Matic Insurance Services 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Matic Insurance Services 401(k) Plan, Total assets ($B): 0.003082862 · Participants: 224Matic Insurance Services 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Matic Insurance Services 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Matic Insurance Services 401(k) Plan side-by-side with 3 peers →

Matic Insurance Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is International Shipping Agency Retirement Plan in PR ($3M); by covered participants it is Egomotion Corp. 401(k) Plan in CA (224 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (224 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 Matic Insurance Services 401(k) Plan assets move in 2023? ▼
Matic Insurance Services 401(k) Plan edged up modestly - up 4.4% during 2023, from $3M to $3M. Reported net income was $129K.
How have Matic Insurance Services Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matic Insurance Services Inc's sponsor-wide assets grew 40.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Matic Insurance Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is International Shipping Agency Retirement Plan in PR ($3M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Matic Insurance Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Egomotion Corp. 401(k) Plan in CA (224 participants, $4M 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 465512991.

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.