Defined Benefit (Pension) · DOL Form 5500 · 2023

Mattel, Inc. Pension Plan

Data updated 2026-08-25

$289M
Total assets Near avg plan size
246
Participants Below avg headcount
96th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mattel Cash Balance Plan · Sponsored by Mattel, Inc. · California · Wholesale Trade

$289M in assets, 246 participants

Mattel, Inc.'s Mattel Cash Balance Plan reported $289M in total assets and 246 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #6,129 in Wholesale Trade (6,309 peers)

Coverage in California

Mattel Cash Balance Plan covers 246 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $289M.

#6,129
in Wholesale Trade (6,309 peers)
+3.2%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Mattel Cash Balance Plan's outsized position by total assets

Mattel Cash Balance Plan vs every filed plan by assets

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

$289,152,474 Top 4% higher than 96% 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

Mattel Cash Balance 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. Mattel Cash Balance Plan sits mid-pack in the medium band (246 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mattel Cash Balance Plan reported net income rose from -$86M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Mattel Cash Balance Plan reported participants fell from 266 in the plan year 2022 filing to 246 in the plan year 2023 filing.
  • Mattel Cash Balance Plan end-of-year assets rose from $280M in the plan year 2022 filing to $289M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 951567322 · Mattel, Inc. PY 2023 · Defined Benefit (Pension)

Mattel Cash Balance Plan · $289M · 246 · 96th

  • RANK $289M
  • PHOTO 246
  • IND 96th
  • EOY Defined Benefit (Pension)
  • 5500 near Hawaii Sheet Metal Workers Pension Fund
  • ASSETS ind #6129

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 Wholesale Trade retirement plans → · Plans in California →

Mattel Cash Balance Plan in the asset neighbourhood

Mattel Cash Balance Plan$289MHawaii Sheet Metal Workers Pension FundHawaii Sheet Metal Workers P…$289MSeneca Foods Corporation Employees' Pension Benefit PlanSeneca Foods Corporation Emp…$289MMg Advantage Retirement Plan$289MLocal Union 212 IBEW Pension Trust FundLocal Union 212 IBEW Pension…$288M
End-of-year total assets ($M) among Mattel Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$280M
Net Assets (End of Year)$258M
Net Income$1M
Employer EIN951567322
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mattel, Inc.)

Sponsor-wide plan assets over time

All Mattel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.6B 20.052089248511752% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B$1.7B 202220232024 $1.33B $1.6B ▲ +20.3%
Year Plans Participants Total Assets
2022 4 3,959 $1.3B
2023 4 4,120 $1.5B
2024 4 4,033 $1.6B

Nearby Defined Benefit (Pension) Plans in California

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

Mattel Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Mattel Cash Balance Plan, Total assets ($B): 0.289152474 · Participants: 246Mattel Cash Balance PlanKaiser 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
Mattel Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Mattel Cash Balance Plan side-by-side with 3 peers →

Mattel Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Hawaii Sheet Metal Workers Pension Fund in HI ($289M); by covered participants it is Retirement Plan for Koppers Inc. in PA (246 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($289M here).

Similar participant headcount

Nearest other-state filings by covered participants (246 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 Mattel Cash Balance Plan assets move in 2023? ▼
Mattel Cash Balance Plan edged up modestly - up 3.2% during 2023, from $280M to $289M. Reported net income was $1M.
How have Mattel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mattel, Inc.'s sponsor-wide assets grew 20.1%, from $1.3B to $1.6B.
Where does Mattel Cash Balance Plan rank by assets among Form 5500 filers? ▼
Mattel Cash Balance Plan ranks in the 96th 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 Mattel Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hawaii Sheet Metal Workers Pension Fund in HI ($289M, 463 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Mattel Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Koppers Inc. in PA (246 participants, $98M 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 951567322.

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.