401(k) · DOL Form 5500 · 2023

The Mathews Company, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
114
Participants Small participant base
62nd
Percentile by assets National rank
$102,877
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Mathews Company 401(k) Plan · Sponsored by The Mathews Company, LLC · Tennessee · Real Estate

$12M in assets, 114 participants

The Mathews Company, LLC's The Mathews Company 401(k) Plan reported $12M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,733 in Real Estate (4,727 peers)

Coverage in Tennessee

The Mathews Company 401(k) Plan covers 114 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $12M.

#3,733
in Real Estate (4,727 peers)
+21.6%
assets growth YoY

The Mathews Company 401(k) Plan's mid-pack asset rank among Real Estate and all filers

The Mathews Company 401(k) Plan vs every filed plan by assets

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

$11,728,006 Top 38% higher than 62% 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

The Mathews Company 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. The Mathews Company 401(k) Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Mathews Company 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Mathews Company 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • The Mathews Company 401(k) Plan reported participants rose from 107 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 621589349 · The Mathews Company, LLC PY 2023 · 401(k)

The Mathews Company 401(k) Plan · $12M · 114 · 62nd

  • TYPE $12M
  • NET 114
  • BOOK 62nd
  • VS-ST 401(k)
  • BOY near Twin Cities Co-Op Partners 401(k) Plan and Trust
  • SCH ind #3733

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 Real Estate retirement plans → · Plans in Tennessee →

The Mathews Company 401(k) Plan in the asset neighbourhood

The Mathews Company 401(k) PlanThe Mathews Company 401(k) P…$12MTwin Cities Co-Op Partners 401(k) Plan and TrustTwin Cities Co-Op Partners 4…$12MJohnson Machine Works, Inc. Profit Sharing and 401(k) PlanJohnson Machine Works, Inc. …$12MArch Amenities Group, LLC 401(k) Savings PlanArch Amenities Group, LLC 40…$12MR. S. Hanline & Co., Inc. 401(k) Profit Sharing PlanR. S. Hanline & Co., Inc. 40…$12M
End-of-year total assets ($M) among The Mathews Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN621589349
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Mathews Company, LLC)

Sponsor-wide plan assets over time

All The Mathews Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 41.995413295843456% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.65M $13.7M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 107 $10M
2023 1 114 $12M
2024 1 118 $14M

Nearby 401(k) Plans in Tennessee

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

The Mathews Company 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants The Mathews Company 401(k) Plan, Total assets ($B): 0.011728006 · Participants: 114The Mathews Company 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
The Mathews Company 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare The Mathews Company 401(k) Plan side-by-side with 3 peers →

The Mathews Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Twin Cities Co-Op Partners 401(k) Plan and Trust in MN ($12M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 The Mathews Company 401(k) Plan assets move in 2023? ▼
The Mathews Company 401(k) Plan grew sharply - up 21.6% during 2023, from $10M to $12M. Reported net income was $2M.
How have The Mathews Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Mathews Company, LLC's sponsor-wide assets grew 42.0%, from $10M to $14M.
Which 401(k) plans are similar in size to The Mathews Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Twin Cities Co-Op Partners 401(k) Plan and Trust in MN ($12M, 271 participants).
Which 401(k) plans cover a similar participant headcount to The Mathews Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 participants, N/A 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 621589349.

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.