Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Retirement Plan for Employees of Matson

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Matson, Inc. ยท California ยท Transportation & Warehousing

What the 2023 filing shows

Retirement Plan for Employees of Matson holds $231M for 660 participants - about $350,420 per participant, up 7.4% over the 2023 plan year.

$231M
total plan assets (2023 EOY)
660
covered participants
$350,420
avg assets per participant
+7.4%
assets growth YoY
Total Assets (2023)
$231M
Participants
660
State
Industry
Transportation & Warehousing

What the Filing Says About Retirement Plan for Employees of Matson

Retirement Plan for Employees of Matson is a Defined Benefit (Pension) retirement plan sponsored by Matson, Inc., headquartered in California. As of the 2023 Form 5500 filing, the plan reports $231M in total end-of-year assets and covers 660 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 990032630, and the plan has been effective since 1951-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $215M at the beginning of 2023 to $231M at year-end โ€” a gain of 7.4%. Net assets (after liabilities) closed the year at $231M, with reported net income of $16M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$215M
Total Assets (End of Year)$231M
Net Assets (End of Year)$231M
Net Income$16M
Plan TypeDefined Benefit (Pension)
Employer EIN990032630
Plan Effective Date1951-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Matson, Inc.)

Year Plans Participants Total Assets
2022 5 2,046 $492M
2023 4 2,127 $561M
2024 4 2,198 $625M

Nearby Defined Benefit (Pension) Plans in California

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

Frequently Asked Questions

How much money is in the Retirement Plan for Employees of Matson?
As of the 2023 Form 5500 filing, Retirement Plan for Employees of Matson holds $231M in total assets with 660 participants. It is sponsored by Matson, Inc..
What type of plan is Retirement Plan for Employees of Matson?
Retirement Plan for Employees of Matson is a Defined Benefit (Pension) plan. It has been effective since 1951-07-01. The plan is filed with the U.S. Department of Labor under EIN 990032630.
Who sponsors the Retirement Plan for Employees of Matson?
Retirement Plan for Employees of Matson is sponsored by Matson, Inc., located in California. The sponsor's EIN is 990032630 and the plan operates in the Transportation & Warehousing industry.
How did Retirement Plan for Employees of Matson perform in 2023?
Retirement Plan for Employees of Matson grew by 7.4% during 2023, moving from $215M to $231M in total assets. Net income was $16M.
Where can I find official filings for Retirement Plan for Employees of Matson?
Official Form 5500 filings for Retirement Plan for Employees of Matson are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 990032630 or plan name at efast.dol.gov.
How does Retirement Plan for Employees of Matson compare to other plans?
You can compare Retirement Plan for Employees of Matson against other Defined Benefit (Pension) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 990032630.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.