401(k) · DOL Form 5500 · 2023

St. Matthew's House, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
287
Participants Below avg headcount
32nd
Percentile by assets National rank
$8,205
Avg per participant Low balance/head
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Official DOL plan name: St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by St. Matthew's House, Inc. · Florida · Healthcare & Social Assistance

$2M in assets, 287 participants

St. Matthew's House, Inc.'s St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 287 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,653 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust covers 287 participants in Florida, about 46% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#5,653
in Healthcare & Social Assistance (17,684 peers)
+52.6%
assets growth YoY

St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,354,900 32nd percentile higher than 32% 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

St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust 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. St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$534K in the plan year 2022 filing to $812K in the plan year 2023 filing.
  • St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 224 in the plan year 2022 filing to 287 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 651110501 · St. Matthew's House, Inc. PY 2023 · 401(k)

St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust · $2M · 287 · 32nd

  • IND $2M
  • IND 287
  • IND 32nd
  • IND 401(k)
  • IND near Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust
  • IND ind #5653

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 Florida →

St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Fleetwood Metal Industries Corporation Retirement Savings PlanFleetwood Metal Industries C…$2MEmpire Candle 401(k) Plan$2MParamo Management & Consulting 401(k)Paramo Management & Consulti…$2MSt. Matthew's House, Inc. 401(k) Profit Sharing Plan and TrustSt. Matthew's House, Inc. 40…$2MPhoenix Taco LLC 401(k) Profit Sharing Plan and TrustPhoenix Taco LLC 401(k) Prof…$2M
End-of-year total assets ($M) among St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$812K
Employer EIN651110501
Plan Effective Date2003-06-20
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Matthew's House, Inc.)

Sponsor-wide plan assets over time

All St. Matthew's House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 109.05494995505256% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.54M $3.23M ▲ +109.7%
Year Plans Participants Total Assets
2022 1 224 $2M
2023 1 287 $2M
2024 1 308 $3M

Nearby 401(k) Plans in Florida

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

St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.0023549 · Participants: 287St. Matthew's House, Inc. 401(k) Profit Sharing Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants

St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust in NC ($2M); by covered participants it is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (287 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 St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023?
St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust surged - up 52.6% during 2023, from $2M to $2M. Reported net income was $812K.
How have St. Matthew's House, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), St. Matthew's House, Inc.'s sponsor-wide assets grew 109.1%, from $2M to $3M.
Which 401(k) plans are similar in size to St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust in NC ($2M, 416 participants).
Which 401(k) plans cover a similar participant headcount to St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants, $2M in assets).