401(k) · DOL Form 5500 · 2023
Service Matters, LLC 401(k) Plan
Data updated 2026-08-25
- $820K
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $74,533
- Avg per participant Below avg balance/head
Official DOL plan name: Service Matters, LLC 401(k) Profit Sharing Plan · Sponsored by Service Matters, LLC · Massachusetts · Administrative & Support Services
$820K in assets, 11 participants
Service Matters, LLC's Service Matters, LLC 401(k) Profit Sharing Plan reported $820K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #1,945 in Administrative & Support Services (4,372 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Service Matters, LLC 401(k) Profit Sharing Plan ranks #1,945 of 4,372 2023 filers by assets (3519% of the sector average)-$820K for 11 participants.
- #1,945
- in Administrative & Support Services (4,372 peers)
- +29.4%
- assets growth YoY
Service Matters, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets
Service Matters, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$819,863 22nd percentile higher than 22% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Service Matters, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Service Matters, LLC 401(k) Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Service Matters, LLC 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $186K in the plan year 2023 filing.
- Service Matters, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $634K in the plan year 2022 filing to $820K in the plan year 2023 filing.
- Service Matters, LLC 401(k) Profit Sharing Plan reported participants fell from 13 in the plan year 2022 filing to 11 in the plan year 2023 filing.
DOL schedule card
Filing strip 061457061 · Service Matters, LLC PY 2023 · 401(k)
Service Matters, LLC 401(k) Profit Sharing Plan · $820K · 11 · 22nd
- 5500 $820K
- ASSETS 11
- PCT 22nd
- EIN 401(k)
- RANK near Treeland Nursery Inc. 401(k) Plan
- PHOTO ind #1945
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 Administrative & Support Services retirement plans → · Plans in Massachusetts →
Service Matters, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $634K |
|---|---|
| Net Assets (End of Year) | $820K |
| Net Income | $186K |
| Employer EIN | 061457061 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Service Matters, LLC)
Sponsor-wide plan assets over time
All Service Matters, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 58.09867435631547% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $634K |
| 2023 | 1 | 11 | $820K |
| 2024 | 1 | 12 | $1M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Service Matters, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Treeland Nursery Inc. 401(k) Plan in TX ($820K); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($820K here).
- Treeland Nursery Inc. 401(k) Plan (TX) $820K · 19
- Ke'elelena, Inc. 401(k) Profit Sharing Plan (CA) $820K · 5
- Grace Home Health Care Inc 401(k) Plan (CA) $820K · 18
- Gateway Engineering, Inc. 401(k) Plan (CA) $820K · 14
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- True Colors International, Inc. Retirement Plan (CA) 11 · 0 off
- Fresno Neon Sign Co., Inc. 401(k) Profit Sharing Plan (CA) 11 · 0 off
- Bg Logistics, Inc. 401(k) Plan (FL) 11 · 0 off
- Martin J. Gross Profit Sharing Plan (NJ) 11 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.