401(k) · DOL Form 5500 · 2023

W.D. Matthews Machinery Co. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
136
Participants Small participant base
65th
Percentile by assets National rank
$99,248
Avg per participant Below avg balance/head
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Official DOL plan name: W. D. Matthews Machinery Co. 401(k) Plan · Sponsored by W.D. Matthews Machinery Co. · Maine · Wholesale Trade

$13M in assets, 136 participants

W.D. Matthews Machinery Co.'s W. D. Matthews Machinery Co. 401(k) Plan reported $13M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,692 in Wholesale Trade (6,309 peers)

Coverage in Maine

W. D. Matthews Machinery Co. 401(k) Plan covers 136 participants in Maine, about 29% of the average Maine filer (state average ~472 per filing). Assets: $13M.

#3,692
in Wholesale Trade (6,309 peers)
+11.5%
assets growth YoY

W. D. Matthews Machinery Co. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

W. D. Matthews Machinery Co. 401(k) Plan vs every filed plan by assets

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

$13,497,660 Top 35% higher than 65% 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

W. D. Matthews Machinery Co. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W. D. Matthews Machinery Co. 401(k) Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W. D. Matthews Machinery Co. 401(k) Plan reported net income fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • W. D. Matthews Machinery Co. 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • W. D. Matthews Machinery Co. 401(k) Plan reported participants rose from 131 in the plan year 2022 filing to 136 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 010232180 · W.D. Matthews Machinery Co. PY 2023 · 401(k)

W. D. Matthews Machinery Co. 401(k) Plan · $13M · 136 · 65th

  • 5500 $13M
  • 5500 136
  • 5500 65th
  • 5500 401(k)
  • 5500 near Plumb House, Inc. 401(k) Retirement Plan
  • 5500 ind #3692

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 Wholesale Trade retirement plans → · Plans in Maine →

W. D. Matthews Machinery Co. 401(k) Plan in the asset neighbourhood

W. D. Matthews Machinery Co. 401(k) PlanW. D. Matthews Machinery Co.…$13MPlumb House, Inc. 401(k) Retirement PlanPlumb House, Inc. 401(k) Ret…$13M403(b) Thrift Plan for Employees of Hospice of Santa Cruz County403(b) Thrift Plan for Emplo…$13MFlock Freight, Inc. Retirement TrustFlock Freight, Inc. Retireme…$13MSigntech 401(k) Plan$13M
End-of-year total assets ($M) among W. D. Matthews Machinery Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maine filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN010232180
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W.D. Matthews Machinery Co.)

Sponsor-wide plan assets over time

All W.D. Matthews Machinery Co. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 21.677665564917874% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $12.1M $14.7M ▲ +21.7%
Year Plans Participants Total Assets
2022 1 131 $12M
2023 1 136 $13M
2024 1 139 $15M

Nearby 401(k) Plans in Maine

Peer 401(k) plans, same state, same plan type, ranked by total assets.

W. D. Matthews Machinery Co. 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants W. D. Matthews Machinery Co. 401(k) Plan, Total assets ($B): 0.01349766 · Participants: 136W. D. Matthews Machinery Co. 401(k) PlanTd 401(k) Retirement Plan, Total assets ($B): 4.942173822 · Participants: 30094Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.163858906 · Participants: 9604Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.048053529 · Participants: 6594Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 0.986043827 · Participants: 29370Hannaford Bros. Co. 401(k) PlanL.L. Bean 401(k) Retirement Savings Plan, Total assets ($B): 0.721305706 · Participants: 7173L.L. Bean 401(k) Retirement Savings Plan
W. D. Matthews Machinery Co. 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare W. D. Matthews Machinery Co. 401(k) Plan side-by-side with 3 peers →

W. D. Matthews Machinery Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Plumb House, Inc. 401(k) Retirement Plan in MA ($13M); by covered participants it is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (136 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 W. D. Matthews Machinery Co. 401(k) Plan assets move in 2023? ▼
W. D. Matthews Machinery Co. 401(k) Plan grew at a solid clip - up 11.5% during 2023, from $12M to $13M. Reported net income was $1M.
How have W.D. Matthews Machinery Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W.D. Matthews Machinery Co.'s sponsor-wide assets grew 21.7%, from $12M to $15M.
Which 401(k) plans are similar in size to W. D. Matthews Machinery Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plumb House, Inc. 401(k) Retirement Plan in MA ($13M, 149 participants).
Which 401(k) plans cover a similar participant headcount to W. D. Matthews Machinery Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants, N/A 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 010232180.

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.