Defined Benefit (Pension) · DOL Form 5500 · 2023

Matrix Metals LLC Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
N/A
Participants Small participant base
68th
Percentile by assets National rank
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Official DOL plan name: Matrix Metals LLC Employee Pension Plan · Sponsored by Matrix Metals LLC · Texas · Manufacturing

$16M in assets, N/A participants

Matrix Metals LLC's Matrix Metals LLC Employee Pension Plan reported $16M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #10,614 in Manufacturing (18,722 peers)

Matrix Metals LLC multi-year trail

Matrix Metals LLC's plans moved +13.0% in assets from 2022 to 2024; this filing shows Matrix Metals LLC Employee Pension Plan at $16M / N/A participants.

#10,614
in Manufacturing (18,722 peers)
+7.6%
assets growth YoY

Matrix Metals LLC Employee Pension Plan's outsized position by total assets

Matrix Metals LLC Employee Pension Plan vs every filed plan by assets

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

$15,655,419 Top 32% higher than 68% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Matrix Metals LLC Employee Pension Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Matrix Metals LLC Employee Pension Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 421518416 · Matrix Metals LLC PY 2023 · Defined Benefit (Pension)

Matrix Metals LLC Employee Pension Plan · $16M · N/A · 68th

  • NET $16M
  • NET N/A
  • NET 68th
  • NET Defined Benefit (Pension)
  • NET near Peoples Alliance Federal Credit Union Defined Benefit Plan
  • NET ind #10614

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 Manufacturing retirement plans → · Plans in Texas →

Matrix Metals LLC Employee Pension Plan in the asset neighbourhood

Peoples Alliance Federal Credit Union Defined Benefit PlanPeoples Alliance Federal Cre…$16MInternational UAW Staff Cash Balance PlanInternational UAW Staff Cash…$16MMatrix Metals LLC Employee Pension PlanMatrix Metals LLC Employee P…$16MThe Maple Press Company Pension PlanThe Maple Press Company Pens…$16MEagle Manufacturing Company Pension Plan for Hourly Paid EmployeesEagle Manufacturing Company …$16M
End-of-year total assets ($M) among Matrix Metals LLC Employee Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Matrix Metals LLC multi-year asset trail

Sponsor-wide plan assets over time

All Matrix Metals LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 13.036447513475197% vs 2022
2024 filing year
$14M$15M$16M$17M 202220232024 $14.5M $16.4M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 N/A $15M
2023 1 N/A $16M
2024 1 N/A $16M

Matrix Metals LLC filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN421518416
Plan Effective Date2001-08-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Matrix Metals LLC Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Matrix Metals LLC Employee Pension Plan, Total assets ($B): 0.015655419 · Participants: 0Matrix Metals LLC Employee Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Matrix Metals LLC Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Matrix Metals LLC Employee Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Texas, the nearest Defined Benefit (Pension) by end-of-year assets is Peoples Alliance Federal Credit Union Defined Benefit Plan in NY at $16M (this filing: $16M).

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 Matrix Metals LLC Employee Pension Plan assets move in 2023?
Matrix Metals LLC Employee Pension Plan grew at a solid clip - up 7.6% during 2023, from $15M to $16M. Reported net income was $1M.
How have Matrix Metals LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Matrix Metals LLC's sponsor-wide assets grew 13.0%, from $15M to $16M.
Which Defined Benefit (Pension) plans are similar in size to Matrix Metals LLC Employee Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Peoples Alliance Federal Credit Union Defined Benefit Plan in NY ($16M, 29 participants).