401(k) · DOL Form 5500 · 2023

Matrix Human Services 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
477
Participants Below avg headcount
38th
Percentile by assets National rank
$7,545
Avg per participant Low balance/head
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Official DOL plan name: Matrix Human Services Tax Sheltered Annuity Plan · Sponsored by Matrix Human Services · Michigan · Healthcare & Social Assistance

$4M in assets, 477 participants

Matrix Human Services's Matrix Human Services Tax Sheltered Annuity Plan reported $4M in total assets and 477 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,155 in Healthcare & Social Assistance (17,684 peers)

Matrix Human Services multi-year trail

Matrix Human Services's plans moved +31.7% in assets from 2022 to 2024; this filing shows Matrix Human Services Tax Sheltered Annuity Plan at $4M / 477 participants.

#7,155
in Healthcare & Social Assistance (17,684 peers)
+19.1%
assets growth YoY

Matrix Human Services Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Matrix Human Services Tax Sheltered Annuity Plan vs every filed plan by assets

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

$3,598,956 38th percentile higher than 38% 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 Human Services Tax Sheltered Annuity 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 Human Services Tax Sheltered Annuity Plan sits mid-pack in the medium band (477 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Matrix Human Services Tax Sheltered Annuity Plan reported net income rose from -$361K in the plan year 2022 filing to $578K in the plan year 2023 filing.
  • Matrix Human Services Tax Sheltered Annuity Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Matrix Human Services Tax Sheltered Annuity Plan reported participants rose from 452 in the plan year 2022 filing to 477 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 381358015 · Matrix Human Services PY 2023 · 401(k)

Matrix Human Services Tax Sheltered Annuity Plan · $4M · 477 · 38th

  • EIN $4M
  • RANK 477
  • PHOTO 38th
  • IND 401(k)
  • EOY near Network Technologies Investmen 401(k) Profit Sharing Plan & Trust
  • 5500 ind #7155

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 Michigan →

Matrix Human Services Tax Sheltered Annuity Plan in the asset neighbourhood

Matrix Human Services Tax Sheltered Annuity PlanMatrix Human Services Tax Sh…$4MNetwork Technologies Investmen 401(k) Profit Sharing Plan & TrustNetwork Technologies Investm…$4MSuperior Emp 401(k) Plan$4MProgress Unlimited Inc. 401(k) Profit Sharing Plan and TrustProgress Unlimited Inc. 401(…$4MKns International Retirement PlanKns International Retirement…$4M
End-of-year total assets ($M) among Matrix Human Services Tax Sheltered Annuity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Matrix Human Services multi-year asset trail

Sponsor-wide plan assets over time

All Matrix Human Services plans reported in each filing year

Latest sponsor-wide plan assets
$4M 31.699268081950986% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.02M $3.98M ▲ +31.8%
Year Plans Participants Total Assets
2022 1 452 $3M
2023 1 477 $4M
2024 1 419 $4M

Matrix Human Services filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$578K
Employer EIN381358015
Plan Effective Date1985-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Matrix Human Services Tax Sheltered Annuity Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Matrix Human Services Tax Sheltered Annuity Plan, Total assets ($B): 0.003598956 · Participants: 477Matrix Human Services Tax Sheltered Annuity PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Matrix Human Services Tax Sheltered Annuity Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Matrix Human Services Tax Sheltered Annuity Plan side-by-side with 3 peers →

Matrix Human Services Tax Sheltered Annuity Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Network Technologies Investmen 401(k) Profit Sharing Plan & Trust in FL ($4M); by covered participants it is Talking Rain 401 (K) Retirement Plan and Trust in WA (477 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (477 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 Human Services Tax Sheltered Annuity Plan assets move in 2023? ▼
Matrix Human Services Tax Sheltered Annuity Plan grew sharply - up 19.1% during 2023, from $3M to $4M. Reported net income was $578K.
How have Matrix Human Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matrix Human Services's sponsor-wide assets grew 31.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Matrix Human Services Tax Sheltered Annuity Plan? ▼
Among 401(k) plans in other states, the closest by assets is Network Technologies Investmen 401(k) Profit Sharing Plan & Trust in FL ($4M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Matrix Human Services Tax Sheltered Annuity Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Talking Rain 401 (K) Retirement Plan and Trust in WA (477 participants, $38M 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 381358015.

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.