Defined Benefit (Pension) · DOL Form 5500 · 2023

Matson, Inc. Pension Plan

Data updated 2026-08-25

$231M
Total assets Near avg plan size
660
Participants Below avg headcount
95th
Percentile by assets National rank
$350,420
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Matson · Sponsored by Matson, Inc. · California · Transportation & Warehousing

$231M in assets, 660 participants

Matson, Inc.'s Retirement Plan for Employees of Matson reported $231M in total assets and 660 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.

  • #3,142 in Transportation & Warehousing (3,362 peers)

Where Retirement Plan for Employees of Matson sits by assets

Retirement Plan for Employees of Matson sits in the top 5% of all filed plans by assets, $231M for 660 participants (~$350,420/participant), up 7.4% in 2023.

#3,142
in Transportation & Warehousing (3,362 peers)
+7.4%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Retirement Plan for Employees of Matson's outsized position by total assets

Retirement Plan for Employees of Matson vs every filed plan by assets

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

$231,277,461 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

Retirement Plan for Employees of Matson 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. Retirement Plan for Employees of Matson sits mid-pack in the medium band (660 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Matson reported net income rose from -$33M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Retirement Plan for Employees of Matson end-of-year assets rose from $215M in the plan year 2022 filing to $231M in the plan year 2023 filing.
  • Retirement Plan for Employees of Matson reported participants rose from 650 in the plan year 2022 filing to 660 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 990032630 · Matson, Inc. PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Matson · $231M · 660 · 95th

  • ASSETS $231M
  • ASSETS 660
  • ASSETS 95th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Arthur J. Gallagher & Co. Employees' Pension Plan
  • ASSETS ind #3142

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 →

Retirement Plan for Employees of Matson in the asset neighbourhood

Park National Corporation Defined Benefit Pension PlanPark National Corporation De…$231MThe Continental Pilots Retirement PlanThe Continental Pilots Retir…$231MIndiana Farm Bureau Retirement PlanIndiana Farm Bureau Retireme…$231MRetirement Plan for Employees of MatsonRetirement Plan for Employee…$231MArthur J. Gallagher & Co. Employees' Pension PlanArthur J. Gallagher & Co. Em…$231M
End-of-year total assets ($M) among Retirement Plan for Employees of Matson and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$215M
Net Assets (End of Year)$231M
Net Income$16M
Employer EIN990032630
Plan Effective Date1951-07-01
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 Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Matson vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Retirement Plan for Employees of Matson, Total assets ($B): 0.231277461 · Participants: 660Retirement Plan for Employees of MatsonKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Retirement Plan for Employees of Matson vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Retirement Plan for Employees of Matson side-by-side with 3 peers →

Retirement Plan for Employees of Matson's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Arthur J. Gallagher & Co. Employees' Pension Plan in IL ($231M); by covered participants it is Southwest Power Pool, Inc. Retirement Plan in AR (660 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($231M here).

Similar participant headcount

Nearest other-state filings by covered participants (660 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 Retirement Plan for Employees of Matson assets move in 2023? ▼
Retirement Plan for Employees of Matson grew at a solid clip - up 7.4% during 2023, from $215M to $231M. Reported net income was $16M.
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 Retirement Plan for Employees of Matson rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Matson 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 Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Matson? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Arthur J. Gallagher & Co. Employees' Pension Plan in IL ($231M, 1,050 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Matson? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southwest Power Pool, Inc. Retirement Plan in AR (660 participants, $132M 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.