401(k) · DOL Form 5500 · 2023

Matrix Service Company 401(k) Plan

Data updated 2026-08-25

$199M
Total assets Near avg plan size
2,147
Participants Near avg headcount
95th
Percentile by assets National rank
$92,775
Avg per participant Below avg balance/head
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Official DOL plan name: Matrix Service Company 401(k) Savings Plan · Sponsored by Matrix Service Company · Oklahoma · Wholesale Trade

$199M in assets, 2,147 participants

Matrix Service Company's Matrix Service Company 401(k) Savings Plan reported $199M in total assets and 2,147 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #6,058 in Wholesale Trade (6,309 peers)

Coverage in Oklahoma

Matrix Service Company 401(k) Savings Plan covers 2,147 participants in Oklahoma, 2.8x the typical Oklahoma plan (state average ~760 per filing). Assets: $199M.

#6,058
in Wholesale Trade (6,309 peers)
+15.8%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Matrix Service Company 401(k) Savings Plan's outsized position by total assets

Matrix Service Company 401(k) Savings Plan vs every filed plan by assets

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

$199,188,556 Top 5% higher than 95% 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 Service Company 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Matrix Service Company 401(k) Savings Plan lands in the large band (2,147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Matrix Service Company 401(k) Savings Plan reported net income rose from -$39M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Matrix Service Company 401(k) Savings Plan end-of-year assets rose from $172M in the plan year 2022 filing to $199M in the plan year 2023 filing.
  • Matrix Service Company 401(k) Savings Plan reported participants fell from 2,193 in the plan year 2022 filing to 2,147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 731352174 · Matrix Service Company PY 2023 · 401(k)

Matrix Service Company 401(k) Savings Plan · $199M · 2,147 · 95th

  • EOY $199M
  • EOY 2,147
  • EOY 95th
  • EOY 401(k)
  • EOY near Appian Corporation 401(k) Plan
  • EOY ind #6058

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 Wholesale Trade retirement plans → · Plans in Oklahoma →

Matrix Service Company 401(k) Savings Plan in the asset neighbourhood

The Np-USA Group Retirement PlanThe Np-USA Group Retirement …$199MMannington 401(k) Retirement Savings PlanMannington 401(k) Retirement…$199MAppian Corporation 401(k) PlanAppian Corporation 401(k) Pl…$199MMatrix Service Company 401(k) Savings PlanMatrix Service Company 401(k…$199MDte Electric Company Savings & Stock Ownership Plan for Employees Represented by Local 17 of IBEWDte Electric Company Savings…$199M
End-of-year total assets ($M) among Matrix Service Company 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$172M
Net Assets (End of Year)$199M
Net Income$27M
Employer EIN731352174
Plan Effective Date1993-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Matrix Service Company)

Sponsor-wide plan assets over time

All Matrix Service Company plans reported in each filing year

Latest sponsor-wide plan assets
$216M 25.4339107500659% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $172M $216M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 2,193 $172M
2023 1 2,147 $199M
2024 1 1,954 $216M

Nearby 401(k) Plans in Oklahoma

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

Matrix Service Company 401(k) Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Matrix Service Company 401(k) Savings Plan, Total assets ($B): 0.199188556 · Participants: 2147Matrix Service Company 401(k) Savings PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Matrix Service Company 401(k) Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Matrix Service Company 401(k) Savings Plan side-by-side with 3 peers →

Matrix Service Company 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Appian Corporation 401(k) Plan in VA ($199M); by covered participants it is Bombardier 401(k) Savings Plan in KS (2,146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,147 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 Service Company 401(k) Savings Plan assets move in 2023? ▼
Matrix Service Company 401(k) Savings Plan grew sharply - up 15.8% during 2023, from $172M to $199M. Reported net income was $27M.
How have Matrix Service Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matrix Service Company's sponsor-wide assets grew 25.4%, from $172M to $216M.
Where does Matrix Service Company 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Matrix Service Company 401(k) Savings Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Matrix Service Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Appian Corporation 401(k) Plan in VA ($199M, 1,670 participants).
Which 401(k) plans cover a similar participant headcount to Matrix Service Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bombardier 401(k) Savings Plan in KS (2,146 participants, $532M 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 731352174.

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.