Profit Sharing · DOL Form 5500 · 2023

Matrix Partners Management Services, L.P. Profit Sharing Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
24
Participants Small participant base
71st
Percentile by assets National rank
$755,264
Avg per participant High balance/head
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Official DOL plan name: Matrix Partners Management Services, L. P. Profit Sharing Plan · Sponsored by Matrix Partners Management Services, L.P. · Massachusetts · Professional & Technical Services

$18M in assets, 24 participants

Matrix Partners Management Services, L.P.'s Matrix Partners Management Services, L. P. Profit Sharing Plan reported $18M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,297 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. Profit Sharing Plan at $18M / 24 participants.

#14,297
in Professional & Technical Services (20,321 peers)
+24.8%
assets growth YoY

Matrix Partners Management Services, L. P. Profit Sharing Plan's outsized position by total assets

Matrix Partners Management Services, L. P. Profit Sharing Plan vs every filed plan by assets

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

$18,126,338 Top 29% higher than 71% 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

Matrix Partners Management Services, L. P. 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. Matrix Partners Management Services, L. P. Profit Sharing 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. Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Matrix Partners Management Services, L. P. Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Matrix Partners Management Services, L. P. Profit Sharing Plan reported participants rose from 21 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364496070 · Matrix Partners Management Services, L.P. PY 2023 · Profit Sharing

Matrix Partners Management Services, L. P. Profit Sharing Plan · $18M · 24 · 71st

  • TYPE $18M
  • NET 24
  • BOOK 71st
  • VS-ST Profit Sharing
  • BOY near Compunetics, Inc. Profit Sharing Plan
  • SCH ind #14297

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. Profit Sharing Plan in the asset neighbourhood

New-Com, Inc. Employees Profit Sharing PlanNew-Com, Inc. Employees Prof…$18MBarrett Hospital Development Corporation 403(b) PlanBarrett Hospital Development…$18MMatrix Partners Management Services, L. P. Profit Sharing PlanMatrix Partners Management S…$18MCompunetics, Inc. Profit Sharing PlanCompunetics, Inc. Profit Sha…$18MFoxhall Internists, P.C., Profit Sharing PlanFoxhall Internists, P.C., Pr…$18M
End-of-year total assets ($M) among Matrix Partners Management Services, L. P. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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
$15M$20M$25M$30M$35M 202220232024 $19.8M $29.1M ▲ +47.1%
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)$15M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN364496070
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Matrix Partners Management Services, L. P. Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Matrix Partners Management Services, L. P. Profit Sharing Plan, Total assets ($B): 0.018126338 · Participants: 24Matrix Partners Management Services, L. P. Profit Sharing PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Matrix Partners Management Services, L. P. Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Matrix Partners Management Services, L. P. Profit Sharing Plan side-by-side with 3 peers →

Matrix Partners Management Services, L. P. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Compunetics, Inc. Profit Sharing Plan in PA ($18M); by covered participants it is Profitmaster Displays, Inc. Profit Sharing Plan in GA (24 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Matrix Partners Management Services, L. P. Profit Sharing Plan assets move in 2023? ▼
Matrix Partners Management Services, L. P. Profit Sharing Plan grew sharply - up 24.8% during 2023, from $15M to $18M. Reported net income was $4M.
How have Matrix Partners Management Services, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matrix Partners Management Services, L.P.'s sponsor-wide assets grew 47.2%, from $20M to $29M.
Which Profit Sharing plans are similar in size to Matrix Partners Management Services, L. P. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Compunetics, Inc. Profit Sharing Plan in PA ($18M, 450 participants).
Which Profit Sharing plans cover a similar participant headcount to Matrix Partners Management Services, L. P. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Profitmaster Displays, Inc. Profit Sharing Plan in GA (24 participants, $9M 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 364496070.

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.