401(k) · DOL Form 5500 · 2024

Matson, Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
225
Participants Below avg headcount
84th
Percentile by assets National rank
$223,777
Avg per participant Above avg balance/head
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Official DOL plan name: Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees · Sponsored by Matson, Inc. · California · Transportation & Warehousing

$50M in assets, 225 participants

Matson, Inc.'s Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees reported $50M in total assets and 225 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,729 in Transportation & Warehousing (3,299 peers)

Coverage in California

Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees covers 225 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $50M.

#2,729
in Transportation & Warehousing (3,299 peers)
+15.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees's outsized position by total assets

Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees vs every filed plan by assets

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

$50,349,740 Top 16% higher than 84% 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 and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees 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. Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees sits mid-pack in the medium band (225 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees end-of-year assets rose from $44M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees reported participants fell from 233 in the plan year 2023 filing to 225 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 990032630 · Matson, Inc. PY 2024 · 401(k)

Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees · $50M · 225 · 84th

  • BOY $50M
  • BOY 225
  • BOY 84th
  • BOY 401(k)
  • BOY near Pharmacists Mutual Insurance Co. Salary Savings Plan
  • BOY ind #2729

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 Transportation & Warehousing retirement plans → · Plans in California →

Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees in the asset neighbourhood

Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit EmployeesMatson and Subsidiaries 401(…$50MPharmacists Mutual Insurance Co. Salary Savings PlanPharmacists Mutual Insurance…$50MRepublic Finance, LLC 401(k) PlanRepublic Finance, LLC 401(k)…$50MPurity Wholesale Grocers, Inc. 401(k) Retirement PlanPurity Wholesale Grocers, In…$50MThe Moore Company Retirement Security PlanThe Moore Company Retirement…$50M
End-of-year total assets ($M) among Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$50M
Net Income$6M
Employer EIN990032630
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Matson, Inc.)

Sponsor-wide plan assets over time

All Matson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$641M 27.32842356326405% vs 2022
2024 filing year
$450M$500M$550M$600M$650M$700M 202220232024 $504M $641M ▲ +27.3%
Year Plans Participants Total Assets
2022 5 2,046 $504M
2023 4 2,127 $574M
2024 4 2,198 $641M

Nearby 401(k) Plans in California

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

Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees, Total assets ($B): 0.05034974 · Participants: 225Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit EmployeesGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees vs. nearby 401(k) plans in California, assets vs. participants

Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pharmacists Mutual Insurance Co. Salary Savings Plan in IA ($50M); by covered participants it is Race Rock 401(k) Plan in TX (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 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 and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees assets move in 2024?
Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees grew sharply - up 15.1% during 2024, from $44M to $50M. Reported net income was $6M.
How have Matson, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Matson, Inc.'s sponsor-wide assets grew 27.3%, from $504M to $641M.
Where does Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees rank by assets among Form 5500 filers?
Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees?
Among 401(k) plans in other states, the closest by assets is Pharmacists Mutual Insurance Co. Salary Savings Plan in IA ($50M, 286 participants).
Which 401(k) plans cover a similar participant headcount to Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees?
Among 401(k) plans in other states, the closest by covered participants is Race Rock 401(k) Plan in TX (225 participants, $14M in assets).