Profit Sharing · DOL Form 5500 · 2023

Matrix Planning, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$401,262
Avg per participant High balance/head
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Official DOL plan name: Matrix Planning Inc., Profit Sharing Plan · Sponsored by Matrix Planning, Inc. · California · Finance & Insurance

$1M in assets, 3 participants

Matrix Planning, Inc.'s Matrix Planning Inc., Profit Sharing Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,465 in Finance & Insurance (8,869 peers)

Matrix Planning, Inc. multi-year trail

Matrix Planning, Inc.'s plans moved +54.1% in assets from 2022 to 2024; this filing shows Matrix Planning Inc., Profit Sharing Plan at $1M / 3 participants.

#1,465
in Finance & Insurance (8,869 peers)
+24.8%
assets growth YoY

Matrix Planning Inc., Profit Sharing Plan among the smaller filed plans by assets

Matrix Planning Inc., Profit Sharing Plan vs every filed plan by assets

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

$1,203,787 25th percentile higher than 25% 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 Planning Inc., Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Matrix Planning Inc., Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Matrix Planning Inc., Profit Sharing Plan reported net income rose from -$672K in the plan year 2022 filing to $239K in the plan year 2023 filing.
  • Matrix Planning Inc., Profit Sharing Plan end-of-year assets rose from $965K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 954044407 · Matrix Planning, Inc. PY 2023 · Profit Sharing

Matrix Planning Inc., Profit Sharing Plan · $1M · 3 · 25th

  • TYPE $1M
  • NET 3
  • BOOK 25th
  • VS-ST Profit Sharing
  • BOY near Rogers Hewitt Inc. Retirement Plan
  • SCH ind #1465

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 California →

Matrix Planning Inc., Profit Sharing Plan in the asset neighbourhood

Matrix Planning Inc., Profit Sharing PlanMatrix Planning Inc., Profit…$1MRogers Hewitt Inc. Retirement PlanRogers Hewitt Inc. Retiremen…$1MDixie Oaks, Inc. Retirement PlanDixie Oaks, Inc. Retirement …$1MInner Parish Security Corporation Retirement PlanInner Parish Security Corpor…$1MNielson Capital, Inc.. Retirement PlanNielson Capital, Inc.. Retir…$1M
End-of-year total assets ($M) among Matrix Planning Inc., Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Matrix Planning, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$1M 54.09019888793619% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.96M $1.49M ▲ +55.2%
Year Plans Participants Total Assets
2022 1 3 $965K
2023 1 3 $1M
2024 1 3 $1M

Matrix Planning, Inc. filing trail (2023)

Total Assets (Beginning of Year)$965K
Net Assets (End of Year)$1M
Net Income$239K
Employer EIN954044407
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Matrix Planning Inc., Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Matrix Planning Inc., Profit Sharing Plan, Total assets ($B): 0.001203787 · Participants: 3Matrix Planning Inc., Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Matrix Planning Inc., Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Matrix Planning Inc., Profit Sharing Plan side-by-side with 3 peers →

Matrix Planning Inc., Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Rogers Hewitt Inc. Retirement Plan in NY ($1M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Planning Inc., Profit Sharing Plan assets move in 2023? ▼
Matrix Planning Inc., Profit Sharing Plan grew sharply - up 24.8% during 2023, from $965K to $1M. Reported net income was $239K.
How have Matrix Planning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matrix Planning, Inc.'s sponsor-wide assets grew 54.1%, from $965K to $1M.
Where does Matrix Planning Inc., Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Matrix Planning Inc., Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Matrix Planning Inc., Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rogers Hewitt Inc. Retirement Plan in NY ($1M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Matrix Planning Inc., Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 954044407.

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.