401(k) · DOL Form 5500 · 2023

Matrix Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
287
Participants Below avg headcount
88th
Percentile by assets National rank
$230,734
Avg per participant Above avg balance/head
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Official DOL plan name: Matrix Technologies Profit Sharing & Savings Plan · Sponsored by Matrix Technologies, Inc. · Ohio · Professional & Technical Services

$66M in assets, 287 participants

Matrix Technologies, Inc.'s Matrix Technologies Profit Sharing & Savings Plan reported $66M in total assets and 287 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,171 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Matrix Technologies Profit Sharing & Savings Plan covers 287 participants in Ohio, about 38% of the average Ohio filer (state average ~765 per filing). Assets: $66M.

#18,171
in Professional & Technical Services (20,321 peers)
+18.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Matrix Technologies Profit Sharing & Savings Plan's outsized position by total assets

Matrix Technologies Profit Sharing & Savings Plan vs every filed plan by assets

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

$66,220,714 Top 12% higher than 88% 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

Matrix Technologies Profit Sharing & Savings 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. Matrix Technologies Profit Sharing & Savings Plan sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Matrix Technologies Profit Sharing & Savings Plan reported net income rose from -$12M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Matrix Technologies Profit Sharing & Savings Plan end-of-year assets rose from $56M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • Matrix Technologies Profit Sharing & Savings Plan reported participants rose from 270 in the plan year 2022 filing to 287 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341315997 · Matrix Technologies, Inc. PY 2023 · 401(k)

Matrix Technologies Profit Sharing & Savings Plan · $66M · 287 · 88th

  • ASSETS $66M
  • PCT 287
  • EIN 88th
  • RANK 401(k)
  • PHOTO near Travis Credit Union 401(k) Retirement Plan
  • IND ind #18171

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 Ohio →

Matrix Technologies Profit Sharing & Savings Plan in the asset neighbourhood

Choptank Electric Cooperative 401(k) PlanChoptank Electric Cooperativ…$66MCreative Office Resources 401(k) Plan & TrustCreative Office Resources 40…$66MMatrix Technologies Profit Sharing & Savings PlanMatrix Technologies Profit S…$66MTravis Credit Union 401(k) Retirement PlanTravis Credit Union 401(k) R…$66MHealthcare South Retirement PlanHealthcare South Retirement …$66M
End-of-year total assets ($M) among Matrix Technologies Profit Sharing & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$66M
Net Income$10M
Employer EIN341315997
Plan Effective Date1981-07-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Matrix Technologies, Inc.)

Sponsor-wide plan assets over time

All Matrix Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 48.638980956266856% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $55.9M $83M ▲ +48.6%
Year Plans Participants Total Assets
2022 1 270 $56M
2023 1 287 $66M
2024 2 667 $83M

Nearby 401(k) Plans in Ohio

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

Matrix Technologies Profit Sharing & Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Matrix Technologies Profit Sharing & Savings Plan, Total assets ($B): 0.066220714 · Participants: 287Matrix Technologies Profit Sharing & Savings 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
Matrix Technologies Profit Sharing & Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Matrix Technologies Profit Sharing & Savings Plan side-by-side with 3 peers →

Matrix Technologies Profit Sharing & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Travis Credit Union 401(k) Retirement Plan in CA ($66M); by covered participants it is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (287 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 Matrix Technologies Profit Sharing & Savings Plan assets move in 2023? ▼
Matrix Technologies Profit Sharing & Savings Plan grew sharply - up 18.5% during 2023, from $56M to $66M. Reported net income was $10M.
How have Matrix Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matrix Technologies, Inc.'s sponsor-wide assets grew 48.6%, from $56M to $83M.
Where does Matrix Technologies Profit Sharing & Savings Plan rank by assets among Form 5500 filers? ▼
Matrix Technologies Profit Sharing & Savings Plan ranks in the 88th 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 Matrix Technologies Profit Sharing & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Travis Credit Union 401(k) Retirement Plan in CA ($66M, 610 participants).
Which 401(k) plans cover a similar participant headcount to Matrix Technologies Profit Sharing & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants, $2M 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 341315997.

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.