401(k) · DOL Form 5500 · 2023

Matthews International Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
132
Participants Small participant base
86th
Percentile by assets National rank
$411,052
Avg per participant High balance/head
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Official DOL plan name: Matthews International Capital Management, LLC 401(k) Plan · Sponsored by Matthews International Capital Management, LLC · California · Finance & Insurance

$54M in assets, 132 participants

Matthews International Capital Management, LLC's Matthews International Capital Management, LLC 401(k) Plan reported $54M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,013 in Finance & Insurance (8,869 peers)

Coverage in California

Matthews International Capital Management, LLC 401(k) Plan covers 132 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $54M.

#7,013
in Finance & Insurance (8,869 peers)
+21.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Matthews International Capital Management, LLC 401(k) Plan's outsized position by total assets

Matthews International Capital Management, LLC 401(k) Plan vs every filed plan by assets

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

$54,258,856 Top 14% higher than 86% 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

Matthews International Capital Management, LLC 401(k) 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. Matthews International Capital Management, LLC 401(k) Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Matthews International Capital Management, LLC 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Matthews International Capital Management, LLC 401(k) Plan end-of-year assets rose from $45M in the plan year 2022 filing to $54M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 943250972 · Matthews International Capital Management, LLC PY 2023 · 401(k)

Matthews International Capital Management, LLC 401(k) Plan · $54M · 132 · 86th

  • ASSETS $54M
  • ASSETS 132
  • ASSETS 86th
  • ASSETS 401(k)
  • ASSETS near 61st Street Service Corporation 401(k) Retirement Plan
  • ASSETS ind #7013

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 Finance & Insurance retirement plans → · Plans in California →

Matthews International Capital Management, LLC 401(k) Plan in the asset neighbourhood

Emhart Glass Retirement and Savings PlanEmhart Glass Retirement and …$54MMatthews International Capital Management, LLC 401(k) PlanMatthews International Capit…$54M61st Street Service Corporation 401(k) Retirement Plan61st Street Service Corporat…$54MCurtain Wall Design & Consulting Inc. Employees Savings PlanCurtain Wall Design & Consul…$54MKeystone Human Services 401(k) Retirement PlanKeystone Human Services 401(…$54M
End-of-year total assets ($M) among Matthews International Capital Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$54M
Net Income$9M
Employer EIN943250972
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Matthews International Capital Management, LLC)

Sponsor-wide plan assets over time

All Matthews International Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$56M 24.828928165900404% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.8M $56M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 131 $45M
2023 1 132 $54M
2024 1 101 $56M

Nearby 401(k) Plans in California

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

Matthews International Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Matthews International Capital Management, LLC 401(k) Plan, Total assets ($B): 0.054258856 · Participants: 132Matthews International Capital Management, LLC 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
Matthews International Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Matthews International Capital Management, LLC 401(k) Plan side-by-side with 3 peers →

Matthews International Capital Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is 61st Street Service Corporation 401(k) Retirement Plan in NY ($54M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Matthews International Capital Management, LLC 401(k) Plan assets move in 2023? ▼
Matthews International Capital Management, LLC 401(k) Plan grew sharply - up 21.0% during 2023, from $45M to $54M. Reported net income was $9M.
How have Matthews International Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matthews International Capital Management, LLC's sponsor-wide assets grew 24.8%, from $45M to $56M.
Where does Matthews International Capital Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Matthews International Capital Management, LLC 401(k) Plan ranks in the 86th 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 Matthews International Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 61st Street Service Corporation 401(k) Retirement Plan in NY ($54M, 1,330 participants).
Which 401(k) plans cover a similar participant headcount to Matthews International Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (132 participants, $5M 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 943250972.

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.