401(k) · DOL Form 5500 · 2023

Matheson Trucking, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
2,765
Participants Above avg headcount
78th
Percentile by assets National rank
$10,201
Avg per participant Low balance/head
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Official DOL plan name: Matheson Trucking, Inc. 401(k) Plan · Sponsored by Matheson Trucking, Inc. · California · Transportation & Warehousing

$28M in assets, 2,765 participants

Matheson Trucking, Inc.'s Matheson Trucking, Inc. 401(k) Plan reported $28M in total assets and 2,765 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,595 in Transportation & Warehousing (3,362 peers)

Coverage in California

Matheson Trucking, Inc. 401(k) Plan covers 2,765 participants in California, 4.4x the typical California plan (state average ~630 per filing). Assets: $28M.

#2,595
in Transportation & Warehousing (3,362 peers)
+2.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Matheson Trucking, Inc. 401(k) Plan's outsized position by total assets

Matheson Trucking, Inc. 401(k) Plan vs every filed plan by assets

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

$28,206,267 Top 22% higher than 78% 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

Matheson Trucking, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Matheson Trucking, Inc. 401(k) Plan lands in the large band (2,765 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Matheson Trucking, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $651K in the plan year 2023 filing.
  • Matheson Trucking, Inc. 401(k) Plan reported participants rose from 2,666 in the plan year 2022 filing to 2,765 in the plan year 2023 filing.
  • Matheson Trucking, Inc. 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 941578272 · Matheson Trucking, Inc. PY 2023 · 401(k)

Matheson Trucking, Inc. 401(k) Plan · $28M · 2,765 · 78th

  • EOY $28M
  • 5500 2,765
  • ASSETS 78th
  • PCT 401(k)
  • EIN near Uha 401(k) Plan
  • RANK ind #2595

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 →

Matheson Trucking, Inc. 401(k) Plan in the asset neighbourhood

Matheson Trucking, Inc. 401(k) PlanMatheson Trucking, Inc. 401(…$28MUha 401(k) Plan$28MThe Spiratex Company Retirement PlanThe Spiratex Company Retirem…$28MCommunity Health of Central Washington 401(k) Profit Sharing PlanCommunity Health of Central …$28MTechnomics, Inc. 401(k) Profit Sharing PlanTechnomics, Inc. 401(k) Prof…$28M
End-of-year total assets ($M) among Matheson Trucking, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$28M
Net Income$651K
Employer EIN941578272
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Matheson Trucking, Inc.)

Sponsor-wide plan assets over time

All Matheson Trucking, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 2.3635388924417837% vs 2022
2023 filing year
$27.4M$27.6M$27.8M$28M$28.2M$28.4M 20222023 $27.6M $28.2M ▲ +2.4%
Year Plans Participants Total Assets
2022 1 2,666 $28M
2023 1 2,765 $28M

Nearby 401(k) Plans in California

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

Matheson Trucking, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Matheson Trucking, Inc. 401(k) Plan, Total assets ($B): 0.028206267 · Participants: 2765Matheson Trucking, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Matheson Trucking, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Matheson Trucking, Inc. 401(k) Plan side-by-side with 3 peers →

Matheson Trucking, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Uha 401(k) Plan in HI ($28M); by covered participants it is Midwest Teamsters Member 401(k) Plan in MN (2,765 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,765 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 Matheson Trucking, Inc. 401(k) Plan assets move in 2023? ▼
Matheson Trucking, Inc. 401(k) Plan edged up modestly - up 2.4% during 2023, from $28M to $28M. Reported net income was $651K.
How have Matheson Trucking, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Matheson Trucking, Inc.'s sponsor-wide assets grew 2.4%, from $28M to $28M.
Where does Matheson Trucking, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Matheson Trucking, Inc. 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Matheson Trucking, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Uha 401(k) Plan in HI ($28M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Matheson Trucking, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Midwest Teamsters Member 401(k) Plan in MN (2,765 participants, $107M 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 941578272.

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.