401(k) · DOL Form 5500 · 2023

Matson, Inc. 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
233
Participants Below avg headcount
84th
Percentile by assets National rank
$187,777
Avg per participant Above avg balance/head
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Official DOL plan name: Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees · Sponsored by Matson, Inc. · California · Transportation & Warehousing

$44M in assets, 233 participants

Matson, Inc.'s Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees reported $44M in total assets and 233 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,777 in Transportation & Warehousing (3,362 peers)

Coverage in California

Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees covers 233 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $44M.

#2,777
in Transportation & Warehousing (3,362 peers)
+15.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees's outsized position by total assets

Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees vs every filed plan by assets

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

$43,752,091 Top 16% higher than 84% 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

Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees 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 and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees reported net income rose from -$10M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees end-of-year assets rose from $38M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees reported participants rose from 229 in the plan year 2022 filing to 233 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 990032630 · Matson, Inc. PY 2023 · 401(k)

Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees · $44M · 233 · 84th

  • NET $44M
  • NET 233
  • NET 84th
  • NET 401(k)
  • NET near Cbr Management Services, Inc. 401(k) Plan
  • NET ind #2777

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 Transportation & Warehousing retirement plans → · Plans in California →

Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees in the asset neighbourhood

Home Telephone Company 401(k) and Retirement PlanHome Telephone Company 401(k…$44MMatson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit EmployeesMatson and Subsidiaries 401(…$44MCbr Management Services, Inc. 401(k) PlanCbr Management Services, Inc…$44MEdison Welding Institute, Inc. Salary Savings PlanEdison Welding Institute, In…$44MHydro, Inc. 401(k) Salary Reduction Plan and TrustHydro, Inc. 401(k) Salary Re…$44M
End-of-year total assets ($M) among Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$44M
Net Income$6M
Employer EIN990032630
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Matson, Inc.)

Sponsor-wide plan assets over time

All Matson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$641M 27.32842356326405% vs 2022
2024 filing year
$450M$500M$550M$600M$650M$700M 202220232024 $504M $641M ▲ +27.3%
Year Plans Participants Total Assets
2022 5 2,046 $504M
2023 4 2,127 $574M
2024 4 2,198 $641M

Nearby 401(k) Plans in California

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

Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees, Total assets ($B): 0.043752091 · Participants: 233Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit EmployeesWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees vs. nearby 401(k) plans in California, assets vs. participants
Compare Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees side-by-side with 3 peers →

Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cbr Management Services, Inc. 401(k) Plan in TX ($44M); by covered participants it is Decco, Inc. 401(k) Ps Plan in NH (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees assets move in 2023? ▼
Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees grew sharply - up 15.9% during 2023, from $38M to $44M. Reported net income was $6M.
How have Matson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matson, Inc.'s sponsor-wide assets grew 27.3%, from $504M to $641M.
Where does Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees rank by assets among Form 5500 filers? ▼
Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees ranks in the 84th 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 Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees? ▼
Among 401(k) plans in other states, the closest by assets is Cbr Management Services, Inc. 401(k) Plan in TX ($44M, 2,005 participants).
Which 401(k) plans cover a similar participant headcount to Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Decco, Inc. 401(k) Ps Plan in NH (233 participants, $29M 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 990032630.

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.