401(k) · DOL Form 5500 · 2024
Matrix Technologies, Inc. 401(k) Plan
Data updated 2026-08-25
- $80M
- Total assets Below avg plan size
- 308
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $260,745
- Avg per participant Above avg balance/head
Official DOL plan name: Matrix Technologies Profit Sharing & Savings Plan · Sponsored by Matrix Technologies, Inc. · Ohio · Professional & Technical Services
$80M in assets, 308 participants
Matrix Technologies, Inc.'s Matrix Technologies Profit Sharing & Savings Plan reported $80M in total assets and 308 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #18,134 in Professional & Technical Services (20,173 peers)
Coverage in Ohio
Matrix Technologies Profit Sharing & Savings Plan covers 308 participants in Ohio, about 40% of the average Ohio filer (state average ~765 per filing). Assets: $80M.
- #18,134
- in Professional & Technical Services (20,173 peers)
- +21.3%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Matrix Technologies Profit Sharing & Savings Plan's outsized position by total assets
Matrix Technologies Profit Sharing & Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$80,309,523 Top 11% higher than 89% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Matrix Technologies Profit Sharing & Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Matrix Technologies Profit Sharing & Savings Plan sits mid-pack in the medium band (308 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Matrix Technologies Profit Sharing & Savings Plan reported net income rose from $10M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Matrix Technologies Profit Sharing & Savings Plan end-of-year assets rose from $66M in the plan year 2023 filing to $80M in the plan year 2024 filing.
- Matrix Technologies Profit Sharing & Savings Plan reported participants rose from 287 in the plan year 2023 filing to 308 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 341315997 · Matrix Technologies, Inc. PY 2024 · 401(k)
Matrix Technologies Profit Sharing & Savings Plan · $80M · 308 · 89th
- BOY $80M
- SCH 308
- EBSA 89th
- PART 401(k)
- TYPE near Harborone 401(k) Plan
- NET ind #18134
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 Ohio →
Matrix Technologies Profit Sharing & Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $80M |
| Net Income | $14M |
| Employer EIN | 341315997 |
| Plan Effective Date | 1981-07-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Matrix Technologies, Inc.)
Sponsor-wide plan assets over time
All Matrix Technologies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $83M 48.638980956266856% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 270 | $56M |
| 2023 | 1 | 287 | $66M |
| 2024 | 2 | 667 | $83M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Matrix Technologies Profit Sharing & Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Harborone 401(k) Plan in MA ($80M); by covered participants it is Uphealth, Inc. 401(k) Plan in FL (308 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($80M here).
- Harborone 401(k) Plan (MA) $80M · 398
- Pacific Rim Mechanical Contractors, Inc. 401(k) Plan (CA) $80M · 635
- Gelson's Markets 401(k) Plan (CA) $80M · 175
- Ayres Associates, Inc. 401(k) Plan (WI) $80M · 389
Similar participant headcount
Nearest other-state filings by covered participants (308 participants); asset peers above are excluded.
- Uphealth, Inc. 401(k) Plan (FL) 308 · 0 off
- Bsc Acquisition Sub, LLC 401(k) Savings Plan (VA) 308 · 0 off
- Argo Data Resource Corporation 401(k) Plan (TX) 308 · 0 off
- The Gillette Pepsi Companies, Inc. Profit Sharing and Savings Plan (WI) 308 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.