401(k) · DOL Form 5500 · 2023
Mathfriends Inc. 401(k) Plan
Data updated 2026-08-25
- $78K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $26,126
- Avg per participant Low balance/head
Official DOL plan name: Mathfriends Inc. 401(k) Plan · Sponsored by Mathfriends Inc. · Hawaii · Educational Services
$78K in assets, 3 participants
Mathfriends Inc.'s Mathfriends Inc. 401(k) Plan reported $78K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.
- #161 in Educational Services (3,735 peers)
Mathfriends Inc. multi-year trail
Mathfriends Inc.'s plans moved -75.6% in assets from 2022 to 2024; this filing shows Mathfriends Inc. 401(k) Plan at $78K / 3 participants.
- #161
- in Educational Services (3,735 peers)
- -19.9%
- assets change YoY
The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mathfriends Inc. 401(k) Plan among the smaller filed plans by assets
Mathfriends Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$78,378 5th percentile higher than 5% 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
Mathfriends Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mathfriends Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mathfriends Inc. 401(k) Plan reported net income fell from $23K in the plan year 2022 filing to -$19K in the plan year 2023 filing.
- Mathfriends Inc. 401(k) Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
- Mathfriends Inc. 401(k) Plan end-of-year assets fell from $98K in the plan year 2022 filing to $78K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 823212577 · Mathfriends Inc. PY 2023 · 401(k)
Mathfriends Inc. 401(k) Plan · $78K · 3 · 5th
- ASSETS $78K
- ASSETS 3
- ASSETS 5th
- ASSETS 401(k)
- ASSETS near Saber Fitness/Planet Fitness-401 K Plan
- ASSETS ind #161
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 Educational Services retirement plans → · Plans in Hawaii →
Mathfriends Inc. 401(k) Plan in the asset neighbourhood
Mathfriends Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Mathfriends Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24K 75.6091080042515% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $98K |
| 2023 | 1 | 3 | $78K |
| 2024 | 1 | 2 | $24K |
Mathfriends Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $98K |
|---|---|
| Net Assets (End of Year) | $78K |
| Net Income | -$19K |
| Employer EIN | 823212577 |
| Plan Effective Date | 2017-10-21 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Hawaii
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Queen's Health Systems Retirement Savings Plan $1.6B · 8,612
- Bank of Hawaii Retirement Savings Plan $759M · 2,094
- Hawaiian Electric Industries Retirement Savings Plan $685M · 2,679
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan $582M · 1,021
- Kamehameha Schools 401(k) Retirement Savings Plan $558M · 2,460
Mathfriends Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is Saber Fitness/Planet Fitness-401 K Plan in CA ($78K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($78K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.