401(k) · DOL Form 5500 · 2024

Matrix Behavior Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
460
Participants Below avg headcount
27th
Percentile by assets National rank
$3,521
Avg per participant Low balance/head
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Official DOL plan name: Matrix Behavior Solutions 401(k) Plan · Sponsored by Matrix Behavior Solutions, LLC · Pennsylvania · Healthcare & Social Assistance

$2M in assets, 460 participants

Matrix Behavior Solutions, LLC's Matrix Behavior Solutions 401(k) Plan reported $2M in total assets and 460 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,133 in Healthcare & Social Assistance (16,916 peers)

Matrix Behavior Solutions, LLC multi-year trail

Matrix Behavior Solutions, LLC's plans moved +213.1% in assets from 2022 to 2024; this filing shows Matrix Behavior Solutions 401(k) Plan at $2M / 460 participants.

#4,133
in Healthcare & Social Assistance (16,916 peers)
+50.9%
assets growth YoY

Matrix Behavior Solutions 401(k) Plan among the smaller filed plans by assets

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

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

$1,619,643 27th percentile higher than 27% 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 Behavior Solutions 401(k) 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 Behavior Solutions 401(k) Plan sits mid-pack in the medium band (460 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Matrix Behavior Solutions 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Matrix Behavior Solutions 401(k) Plan reported participants rose from 382 in the plan year 2023 filing to 460 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 825397126 · Matrix Behavior Solutions, LLC PY 2024 · 401(k)

Matrix Behavior Solutions 401(k) Plan · $2M · 460 · 27th

  • SCH $2M
  • EBSA 460
  • PART 27th
  • TYPE 401(k)
  • NET near Novacart Inc 401(k) Profit Sharing Plan & Trust
  • BOOK ind #4133

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Matrix Behavior Solutions 401(k) Plan in the asset neighbourhood

Matrix Behavior Solutions 401(k) PlanMatrix Behavior Solutions 40…$2MNovacart Inc 401(k) Profit Sharing Plan & TrustNovacart Inc 401(k) Profit S…$2MPrecision Metal Products Co. 401(k) Profit Sharing Plan and TrustPrecision Metal Products Co.…$2MTangles Salon 401(k) Retirement PlanTangles Salon 401(k) Retirem…$2MEmpire Artists Management, Inc. 401(k) PlanEmpire Artists Management, I…$2M
End-of-year total assets ($M) among Matrix Behavior Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Matrix Behavior Solutions, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Matrix Behavior Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 213.13120962955372% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.52M $1.62M ▲ +211.5%
Year Plans Participants Total Assets
2022 1 215 $517K
2023 1 382 $1M
2024 1 460 $2M

Matrix Behavior Solutions, LLC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$546K
Employer EIN825397126
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Matrix Behavior Solutions 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Matrix Behavior Solutions 401(k) Plan, Total assets ($B): 0.001619643 · Participants: 460Matrix Behavior Solutions 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Matrix Behavior Solutions 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Matrix Behavior Solutions 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Novacart Inc 401(k) Profit Sharing Plan & Trust in CA ($2M); by covered participants it is Founders Brewing Company 401(k) Profit Sharing Plan in MI (460 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (460 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 Behavior Solutions 401(k) Plan assets move in 2024? ▼
Matrix Behavior Solutions 401(k) Plan surged - up 50.9% during 2024, from $1M to $2M. Reported net income was $546K.
How have Matrix Behavior Solutions, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matrix Behavior Solutions, LLC's sponsor-wide assets grew 213.1%, from $517K to $2M.
Which 401(k) plans are similar in size to Matrix Behavior Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Novacart Inc 401(k) Profit Sharing Plan & Trust in CA ($2M, 47 participants).
Which 401(k) plans cover a similar participant headcount to Matrix Behavior Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Founders Brewing Company 401(k) Profit Sharing Plan in MI (460 participants, $38M 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 825397126.

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.