Money Purchase · DOL Form 5500 · 2023
Matrix Partners Management Services, L.P. Money Purchase Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $273,189
- Avg per participant High balance/head
Official DOL plan name: Matrix Partners Management Services, L. P. Money Purchase Pension Plan · Sponsored by Matrix Partners Management Services, L.P. · Massachusetts · Professional & Technical Services
$7M in assets, 24 participants
Matrix Partners Management Services, L.P.'s Matrix Partners Management Services, L. P. Money Purchase Pension Plan reported $7M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #9,755 in Professional & Technical Services (20,321 peers)
Matrix Partners Management Services, L.P. multi-year trail
Matrix Partners Management Services, L.P.'s plans moved +47.2% in assets from 2022 to 2024; this filing shows Matrix Partners Management Services, L. P. Money Purchase Pension Plan at $7M / 24 participants.
- #9,755
- in Professional & Technical Services (20,321 peers)
- +24.6%
- assets growth YoY
Matrix Partners Management Services, L. P. Money Purchase Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers
Matrix Partners Management Services, L. P. Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,556,535 Top 50% higher than 50% 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
Matrix Partners Management Services, L. P. Money Purchase Pension 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. Matrix Partners Management Services, L. P. Money Purchase Pension Plan is a small filing (24 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Matrix Partners Management Services, L. P. Money Purchase Pension Plan reported net income rose from -$631K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Matrix Partners Management Services, L. P. Money Purchase Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Matrix Partners Management Services, L. P. Money Purchase Pension Plan reported participants rose from 21 in the plan year 2022 filing to 24 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 364496070 · Matrix Partners Management Services, L.P. PY 2023 · Money Purchase
Matrix Partners Management Services, L. P. Money Purchase Pension Plan · $7M · 24 · 50th
- 5500 $7M
- 5500 24
- 5500 50th
- 5500 Money Purchase
- 5500 near Teamsters Local 777 Severance and Retirement Plan
- 5500 ind #9755
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 Massachusetts →
Matrix Partners Management Services, L. P. Money Purchase Pension Plan in the asset neighbourhood
Matrix Partners Management Services, L.P. multi-year asset trail
Sponsor-wide plan assets over time
All Matrix Partners Management Services, L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 47.17133893688691% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 42 | $20M |
| 2023 | 2 | 48 | $25M |
| 2024 | 2 | 48 | $29M |
Matrix Partners Management Services, L.P. filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 364496070 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.6B · 12,551
- Retirement Income Plan for Teaching Faculty of Harvard University $2.2B · 2,687
- Massachusetts Laborers' Annuity Fund $2.2B · 11,709
- Harvard University Defined Contribution Retirement Plan $1.8B · 13,259
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.6B · 8,337
Matrix Partners Management Services, L. P. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is Teamsters Local 777 Severance and Retirement Plan in IL ($7M); by covered participants it is H. G. H. Electric Money Purchase Pension Plan in CA (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (24 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.