401(k) · DOL Form 5500 · 2024

Matson Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$488K
Total assets Small plan by assets
4
Participants Small participant base
17th
Percentile by assets National rank
$121,881
Avg per participant Near avg balance/head
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Official DOL plan name: Matson Agency, Inc. 401(k)Profit Sharing Plan · Sponsored by Matson Agency, Inc. · Ohio · Finance & Insurance

$488K in assets, 4 participants

Matson Agency, Inc.'s Matson Agency, Inc. 401(k)Profit Sharing Plan reported $488K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #801 in Finance & Insurance (8,549 peers)

Matson Agency, Inc. multi-year trail

Matson Agency, Inc.'s plans moved +57.0% in assets from 2022 to 2024; this filing shows Matson Agency, Inc. 401(k)Profit Sharing Plan at $488K / 4 participants.

#801
in Finance & Insurance (8,549 peers)
+22.1%
assets growth YoY

Matson Agency, Inc. 401(k)Profit Sharing Plan among the smaller filed plans by assets

Matson Agency, Inc. 401(k)Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$487,524 17th percentile higher than 17% of 123,620 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 2024

Matson Agency, Inc. 401(k)Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Matson Agency, Inc. 401(k)Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Matson Agency, Inc. 401(k)Profit Sharing Plan end-of-year assets rose from $399K in the plan year 2023 filing to $488K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 310981927 · Matson Agency, Inc. PY 2024 · 401(k)

Matson Agency, Inc. 401(k)Profit Sharing Plan · $488K · 4 · 17th

  • NET $488K
  • BOOK 4
  • VS-ST 17th
  • BOY 401(k)
  • SCH near Letterio & Hannigan, Cpa's, PC 401(k) Profit Sharing Plan and Trust
  • EBSA ind #801

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 Finance & Insurance retirement plans → · Plans in Ohio →

Matson Agency, Inc. 401(k)Profit Sharing Plan in the asset neighbourhood

Matson Agency, Inc. 401(k)Profit Sharing PlanMatson Agency, Inc. 401(k)Pr…$488KLetterio & Hannigan, Cpa's, PC 401(k) Profit Sharing Plan and TrustLetterio & Hannigan, Cpa's, …$488KVintage Imports LLC 401(k) Profit Sharing Plan & TrustVintage Imports LLC 401(k) P…$488KAce Heating & Air 401(k) Plan$488KDlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement PlanDlmc, Inc. Dba Kamaaina Heal…$487K
End-of-year total assets ($M) among Matson Agency, Inc. 401(k)Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Matson Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Matson Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$488K 57.03228424826307% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.31M $0.49M ▲ +58.1%
Year Plans Participants Total Assets
2022 1 5 $310K
2023 1 4 $399K
2024 1 4 $488K

Matson Agency, Inc. filing trail (2024)

Total Assets (Beginning of Year)$399K
Net Assets (End of Year)$488K
Net Income$88K
Employer EIN310981927
Plan Effective Date1989-03-21
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Matson Agency, Inc. 401(k)Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Matson Agency, Inc. 401(k)Profit Sharing Plan, Total assets ($B): 0.000487524 · Participants: 4Matson Agency, Inc. 401(k)Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Matson Agency, Inc. 401(k)Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Matson Agency, Inc. 401(k)Profit Sharing Plan side-by-side with 3 peers →

Matson Agency, Inc. 401(k)Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Letterio & Hannigan, Cpa's, PC 401(k) Profit Sharing Plan and Trust in NY ($488K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Matson Agency, Inc. 401(k)Profit Sharing Plan assets move in 2024? ▼
Matson Agency, Inc. 401(k)Profit Sharing Plan grew sharply - up 22.1% during 2024, from $399K to $488K. Reported net income was $88K.
How have Matson Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matson Agency, Inc.'s sponsor-wide assets grew 57.0%, from $310K to $488K.
Where does Matson Agency, Inc. 401(k)Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Matson Agency, Inc. 401(k)Profit Sharing Plan ranks in the 17th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Matson Agency, Inc. 401(k)Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Letterio & Hannigan, Cpa's, PC 401(k) Profit Sharing Plan and Trust in NY ($488K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Matson Agency, Inc. 401(k)Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 310981927.

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.