401(k) · DOL Form 5500 · 2023
Matson, Driscoll & Damico, LLP 401(k) Plan
Data updated 2026-08-25
- $91M
- Total assets Below avg plan size
- 170
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $536,232
- Avg per participant High balance/head
Official DOL plan name: Matson, Driscoll & Damico, LLP 401(k) Plan · Sponsored by Matson, Driscoll & Damico, LLP · Massachusetts · Professional & Technical Services
$91M in assets, 170 participants
Matson, Driscoll & Damico, LLP's Matson, Driscoll & Damico, LLP 401(k) Plan reported $91M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #18,660 in Professional & Technical Services (20,321 peers)
Coverage in Massachusetts
Matson, Driscoll & Damico, LLP 401(k) Plan covers 170 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $91M.
- #18,660
- in Professional & Technical Services (20,321 peers)
- +19.7%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Matson, Driscoll & Damico, LLP 401(k) Plan's outsized position by total assets
Matson, Driscoll & Damico, LLP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$91,159,424 Top 9% higher than 91% 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
Matson, Driscoll & Damico, LLP 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. Matson, Driscoll & Damico, LLP 401(k) Plan sits mid-pack in the medium band (170 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Matson, Driscoll & Damico, LLP 401(k) Plan reported net income rose from -$16M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Matson, Driscoll & Damico, LLP 401(k) Plan end-of-year assets rose from $76M in the plan year 2022 filing to $91M in the plan year 2023 filing.
- Matson, Driscoll & Damico, LLP 401(k) Plan reported participants rose from 167 in the plan year 2022 filing to 170 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 363799916 · Matson, Driscoll & Damico, LLP PY 2023 · 401(k)
Matson, Driscoll & Damico, LLP 401(k) Plan · $91M · 170 · 91st
- BOOK $91M
- BOOK 170
- BOOK 91st
- BOOK 401(k)
- BOOK near Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan
- BOOK ind #18660
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 Massachusetts →
Matson, Driscoll & Damico, LLP 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $91M |
| Net Income | $15M |
| Employer EIN | 363799916 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Matson, Driscoll & Damico, LLP)
Sponsor-wide plan assets over time
All Matson, Driscoll & Damico, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 167 | $76M |
| 2023 | 1 | 170 | $91M |
| 2024 | 1 | 167 | N/A |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Matson, Driscoll & Damico, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan in IA ($91M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($91M here).
Similar participant headcount
Nearest other-state filings by covered participants (170 participants); asset peers above are excluded.
- Keystone-Pacific 401(k) Plan (OR) 170 · 0 off
- Onin Group 401(k) Plan (AL) 170 · 0 off
- P.W. Gillibrand Company Tax-Deferred Savings Plan (CA) 170 · 0 off
- Tulsa Zoo Management, Inc. 401(k) Plan (OK) 170 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.