401(k) · DOL Form 5500 · 2023

Matrix Behavior Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
382
Participants Below avg headcount
24th
Percentile by assets National rank
$2,810
Avg per participant Low balance/head
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Official DOL plan name: Matrix Behavior Solutions 401(k) Plan · Sponsored by Matrix Behavior Solutions, LLC · Pennsylvania · Healthcare & Social Assistance

$1M in assets, 382 participants

Matrix Behavior Solutions, LLC's Matrix Behavior Solutions 401(k) Plan reported $1M in total assets and 382 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,573 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Matrix Behavior Solutions 401(k) Plan covers 382 participants in Pennsylvania, about 46% of the average Pennsylvania filer (state average ~822 per filing). Assets: $1M.

#3,573
in Healthcare & Social Assistance (17,684 peers)
+107.5%
assets growth YoY

Matrix Behavior Solutions 401(k) Plan among the smaller filed plans by assets

Matrix Behavior Solutions 401(k) Plan vs every filed plan by assets

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

$1,073,432 24th percentile higher than 24% 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 Behavior Solutions 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. Matrix Behavior Solutions 401(k) Plan sits mid-pack in the medium band (382 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Matrix Behavior Solutions 401(k) Plan end-of-year assets rose from $517K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Matrix Behavior Solutions 401(k) Plan reported net income rose from $301K in the plan year 2022 filing to $556K in the plan year 2023 filing.
  • Matrix Behavior Solutions 401(k) Plan reported participants rose from 215 in the plan year 2022 filing to 382 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 825397126 · Matrix Behavior Solutions, LLC PY 2023 · 401(k)

Matrix Behavior Solutions 401(k) Plan · $1M · 382 · 24th

  • 5500 $1M
  • ASSETS 382
  • PCT 24th
  • EIN 401(k)
  • RANK near Maniacal Motorsports Inc. 401(k) Plan
  • PHOTO ind #3573

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Matrix Behavior Solutions 401(k) Plan in the asset neighbourhood

Matrix Behavior Solutions 401(k) PlanMatrix Behavior Solutions 40…$1MManiacal Motorsports Inc. 401(k) PlanManiacal Motorsports Inc. 40…$1MUnited Service Works, Inc. Simple 401(k) PlanUnited Service Works, Inc. S…$1MNolo 615, Inc. 401(k) Plan$1MPark Range Construction, Inc. 401(k) Retirement PlanPark Range Construction, Inc…$1M
End-of-year total assets ($M) among Matrix Behavior Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$517K
Net Assets (End of Year)$1M
Net Income$556K
Employer EIN825397126
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Matrix Behavior Solutions, LLC)

Sponsor-wide plan assets over time

All Matrix Behavior Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 213.13120962955372% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.52M $1.62M ▲ +211.5%
Year Plans Participants Total Assets
2022 1 215 $517K
2023 1 382 $1M
2024 1 460 $2M

Nearby 401(k) Plans in Pennsylvania

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

Matrix Behavior Solutions 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Matrix Behavior Solutions 401(k) Plan, Total assets ($B): 0.001073432 · Participants: 382Matrix Behavior Solutions 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Matrix Behavior Solutions 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Matrix Behavior Solutions 401(k) Plan side-by-side with 3 peers →

Matrix Behavior Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Maniacal Motorsports Inc. 401(k) Plan in KS ($1M); by covered participants it is Clow Valve Company Hourly 401(k) Retirement Plan in AL (382 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (382 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 Behavior Solutions 401(k) Plan assets move in 2023? ▼
Matrix Behavior Solutions 401(k) Plan surged - up 107.5% during 2023, from $517K to $1M. Reported net income was $556K.
How have Matrix Behavior Solutions, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matrix Behavior Solutions, LLC's sponsor-wide assets grew 213.1%, from $517K to $2M.
Where does Matrix Behavior Solutions 401(k) Plan rank by assets among Form 5500 filers? ▼
Matrix Behavior Solutions 401(k) Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Matrix Behavior Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Maniacal Motorsports Inc. 401(k) Plan in KS ($1M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Matrix Behavior Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clow Valve Company Hourly 401(k) Retirement Plan in AL (382 participants, $12M 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 825397126.

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.