401(k) · DOL Form 5500 · 2023
John Anthony Matthews Jr 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $541,870
- Avg per participant High balance/head
Official DOL plan name: John Anthony Matthews Jr 401(k) Profit Sharing Plan & Trust · Sponsored by John Anthony Matthews Jr · California · Professional & Technical Services
$3M in assets, 5 participants
John Anthony Matthews Jr's John Anthony Matthews Jr 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.
- #6,281 in Professional & Technical Services (20,321 peers)
2023 asset change
John Anthony Matthews Jr 401(k) Profit Sharing Plan & Trust surged 42.2% in 2023 ($2M → $3M) for 5 participants.
- #6,281
- in Professional & Technical Services (20,321 peers)
- +42.2%
- assets growth YoY
John Anthony Matthews Jr 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
John Anthony Matthews Jr 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,709,351 34th percentile higher than 34% 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
John Anthony Matthews Jr 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John Anthony Matthews Jr 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- John Anthony Matthews Jr 401(k) Profit Sharing Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $805K in the plan year 2023 filing.
- John Anthony Matthews Jr 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
DOL schedule card
Filing strip 942996759 · John Anthony Matthews Jr PY 2023 · 401(k)
John Anthony Matthews Jr 401(k) Profit Sharing Plan & Trust · $3M · 5 · 34th
- PART $3M
- PART 5
- PART 34th
- PART 401(k)
- PART near Best Buy Puerto Rico Retirement Savings Plan
- PART ind #6281
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 California →
John Anthony Matthews Jr 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
John Anthony Matthews Jr years around the 2023 move
Sponsor-wide plan assets over time
All John Anthony Matthews Jr plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 5 | $3M |
| 2024 | 1 | 2 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $805K |
| Employer EIN | 942996759 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
John Anthony Matthews Jr 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Best Buy Puerto Rico Retirement Savings Plan in MN ($3M); by covered participants it is Larrann, Inc. 401(k) Plan in FL (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- Designworks Creative 401(k) Plan (ID) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.