Profit Sharing · DOL Form 5500 · 2024

Matrix Planning, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$495,407
Avg per participant High balance/head
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Official DOL plan name: Matrix Planning Inc., Profit Sharing Plan · Sponsored by Matrix Planning, Inc. · California · Finance & Insurance

$1M in assets, 3 participants

Matrix Planning, Inc.'s Matrix Planning Inc., Profit Sharing Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,385 in Finance & Insurance (8,549 peers)

Matrix Planning, Inc. multi-year trail

Matrix Planning, Inc.'s plans moved +54.1% in assets from 2022 to 2024; this filing shows Matrix Planning Inc., Profit Sharing Plan at $1M / 3 participants.

#1,385
in Finance & Insurance (8,549 peers)
+23.5%
assets growth YoY

Matrix Planning Inc., Profit Sharing Plan among the smaller filed plans by assets

Matrix Planning Inc., Profit Sharing Plan vs every filed plan by assets

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

$1,486,220 26th percentile higher than 26% 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 Planning Inc., 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. Matrix Planning Inc., Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Matrix Planning Inc., Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Matrix Planning Inc., Profit Sharing Plan reported net income rose from $239K in the plan year 2023 filing to $282K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 954044407 · Matrix Planning, Inc. PY 2024 · Profit Sharing

Matrix Planning Inc., Profit Sharing Plan · $1M · 3 · 26th

  • EBSA $1M
  • PART 3
  • TYPE 26th
  • NET Profit Sharing
  • BOOK near Dixie Electric Controls, Inc. Profit Sharing Plan
  • VS-ST ind #1385

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 California →

Matrix Planning Inc., Profit Sharing Plan in the asset neighbourhood

Matrix Planning Inc., Profit Sharing PlanMatrix Planning Inc., Profit…$1MDixie Electric Controls, Inc. Profit Sharing PlanDixie Electric Controls, Inc…$1MTalewind Enterprises, Inc. Retirement PlanTalewind Enterprises, Inc. R…$1MAqua Mechanics Corp. Retirement PlanAqua Mechanics Corp. Retirem…$1MClark Senior Consulting Inc. Retirement PlanClark Senior Consulting Inc.…$1M
End-of-year total assets ($M) among Matrix Planning Inc., Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Matrix Planning, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Matrix Planning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 54.09019888793619% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.96M $1.49M ▲ +55.2%
Year Plans Participants Total Assets
2022 1 3 $965K
2023 1 3 $1M
2024 1 3 $1M

Matrix Planning, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$282K
Employer EIN954044407
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Matrix Planning Inc., Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Matrix Planning Inc., Profit Sharing Plan, Total assets ($B): 0.00148622 · Participants: 3Matrix Planning Inc., Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Matrix Planning Inc., Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Matrix Planning Inc., Profit Sharing Plan side-by-side with 3 peers →

Matrix Planning Inc., Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Dixie Electric Controls, Inc. Profit Sharing Plan in NC ($1M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Planning Inc., Profit Sharing Plan assets move in 2024? ▼
Matrix Planning Inc., Profit Sharing Plan grew sharply - up 23.5% during 2024, from $1M to $1M. Reported net income was $282K.
How have Matrix Planning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matrix Planning, Inc.'s sponsor-wide assets grew 54.1%, from $965K to $1M.
Which Profit Sharing plans are similar in size to Matrix Planning Inc., Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dixie Electric Controls, Inc. Profit Sharing Plan in NC ($1M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Matrix Planning Inc., Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 954044407.

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.