401(k) · DOL Form 5500 · 2024

Matrix Realty Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
92
Participants Small participant base
73rd
Percentile by assets National rank
$258,425
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Matrix 401(k) Plan · Sponsored by Matrix Realty Inc. · New Jersey · Real Estate

$24M in assets, 92 participants

Matrix Realty Inc.'s Matrix 401(k) Plan reported $24M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,007 in Real Estate (4,605 peers)

Matrix Realty Inc. multi-year trail

Matrix Realty Inc.'s plans moved +55.9% in assets from 2022 to 2024; this filing shows Matrix 401(k) Plan at $24M / 92 participants.

#4,007
in Real Estate (4,605 peers)
+21.0%
assets growth YoY

Matrix 401(k) Plan's outsized position by total assets

Matrix 401(k) Plan vs every filed plan by assets

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

$23,775,142 Top 27% higher than 73% 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

Matrix 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Matrix 401(k) Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Matrix 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Matrix 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Matrix 401(k) Plan reported participants fell from 93 in the plan year 2023 filing to 92 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 223152921 · Matrix Realty Inc. PY 2024 · 401(k)

Matrix 401(k) Plan · $24M · 92 · 73rd

  • EBSA $24M
  • EBSA 92
  • EBSA 73rd
  • EBSA 401(k)
  • EBSA near Bernard Egan & Company 401(k) Plan
  • EBSA ind #4007

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 Real Estate retirement plans → · Plans in New Jersey →

Matrix 401(k) Plan in the asset neighbourhood

Matrix 401(k) Plan$24MSullivan & Worcester LLP Savings and Investment Plan for AssociatesSullivan & Worcester LLP Sav…$24MLife Line Screening 401(k) Retirement Savings PlanLife Line Screening 401(k) R…$24MBernard Egan & Company 401(k) PlanBernard Egan & Company 401(k…$24MVestwell Holdings, Inc. 401(k) PlanVestwell Holdings, Inc. 401(…$24M
End-of-year total assets ($M) among Matrix 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Matrix Realty Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Matrix Realty Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 55.9334197460573% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.3M $23.8M ▲ +55.9%
Year Plans Participants Total Assets
2022 1 122 $15M
2023 1 93 $20M
2024 1 92 $24M

Matrix Realty Inc. filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN223152921
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Matrix 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Matrix 401(k) Plan, Total assets ($B): 0.023775142 · Participants: 92Matrix 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Matrix 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Matrix 401(k) Plan side-by-side with 3 peers →

Matrix 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Bernard Egan & Company 401(k) Plan in FL ($24M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Matrix 401(k) Plan assets move in 2024? ▼
Matrix 401(k) Plan grew sharply - up 21.0% during 2024, from $20M to $24M. Reported net income was $4M.
How have Matrix Realty Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matrix Realty Inc.'s sponsor-wide assets grew 55.9%, from $15M to $24M.
Which 401(k) plans are similar in size to Matrix 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bernard Egan & Company 401(k) Plan in FL ($24M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Matrix 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants, $487K 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 223152921.

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.