401(k) · DOL Form 5500 · 2023

The Matco Group, Inc. 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
773
Participants Near avg headcount
84th
Percentile by assets National rank
$56,665
Avg per participant Low balance/head
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Official DOL plan name: The Matco Group, Inc. 401(k) Plan · Sponsored by The Matco Group, Inc. · New York · Professional & Technical Services

$44M in assets, 773 participants

The Matco Group, Inc.'s The Matco Group, Inc. 401(k) Plan reported $44M in total assets and 773 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,295 in Professional & Technical Services (20,321 peers)

Where The Matco Group, Inc. 401(k) Plan sits by assets

The Matco Group, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $44M for 773 participants (~$56,665/participant), up 8.4% in 2023.

#17,295
in Professional & Technical Services (20,321 peers)
+8.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Matco Group, Inc. 401(k) Plan's outsized position by total assets

The Matco Group, Inc. 401(k) Plan vs every filed plan by assets

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

$43,801,837 Top 16% higher than 84% 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

The Matco Group, Inc. 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. The Matco Group, Inc. 401(k) Plan sits mid-pack in the medium band (773 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Matco Group, Inc. 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Matco Group, Inc. 401(k) Plan reported participants fell from 917 in the plan year 2022 filing to 773 in the plan year 2023 filing.
  • The Matco Group, Inc. 401(k) Plan end-of-year assets rose from $40M in the plan year 2022 filing to $44M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 161238150 · The Matco Group, Inc. PY 2023 · 401(k)

The Matco Group, Inc. 401(k) Plan · $44M · 773 · 84th

  • EIN $44M
  • RANK 773
  • PHOTO 84th
  • IND 401(k)
  • EOY near Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan
  • 5500 ind #17295

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 Professional & Technical Services retirement plans → · Plans in New York →

The Matco Group, Inc. 401(k) Plan in the asset neighbourhood

Titlemax Employee's Incentive Savings PlanTitlemax Employee's Incentiv…$44MAutocam Medical Devices, LLC 401(k) Employee Savings PlanAutocam Medical Devices, LLC…$44MThe Matco Group, Inc. 401(k) PlanThe Matco Group, Inc. 401(k)…$44MCaribou Coffee Company, Inc. and Subsidiaries 401(k) PlanCaribou Coffee Company, Inc.…$44MLumanity Inc. 401(k) Plan$44M
End-of-year total assets ($M) among The Matco Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$44M
Net Income$3M
Employer EIN161238150
Plan Effective Date1996-02-22
Filing StatusFILING RECEIVED

Sponsor Plan History (The Matco Group, Inc.)

Sponsor-wide plan assets over time

All The Matco Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 14.80080951509012% vs 2022
2024 filing year
$38M$40M$42M$44M$46M$48M 202220232024 $40.4M $46.4M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 917 $40M
2023 1 773 $44M
2024 1 838 $46M

Nearby 401(k) Plans in New York

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

The Matco Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Matco Group, Inc. 401(k) Plan, Total assets ($B): 0.043801837 · Participants: 773The Matco Group, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
The Matco Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Matco Group, Inc. 401(k) Plan side-by-side with 3 peers →

The Matco Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan in MN ($44M); by covered participants it is Robindale Energy Services 401(k) Plan in PA (773 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (773 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 The Matco Group, Inc. 401(k) Plan assets move in 2023? ▼
The Matco Group, Inc. 401(k) Plan grew at a solid clip - up 8.4% during 2023, from $40M to $44M. Reported net income was $3M.
How have The Matco Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Matco Group, Inc.'s sponsor-wide assets grew 14.8%, from $40M to $46M.
Where does The Matco Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
The Matco Group, Inc. 401(k) Plan ranks in the 84th 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 The Matco Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan in MN ($44M, 7,449 participants).
Which 401(k) plans cover a similar participant headcount to The Matco Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Robindale Energy Services 401(k) Plan in PA (773 participants, $57M 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 161238150.

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.