Defined Benefit (Pension) · DOL Form 5500 · 2024

Matson, Inc. Pension Plan

Data updated 2026-08-25

$242M
Total assets Near avg plan size
729
Participants Near avg headcount
95th
Percentile by assets National rank
$332,346
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Matson · Sponsored by Matson, Inc. · California · Transportation & Warehousing

$242M in assets, 729 participants

Matson, Inc.'s Retirement Plan for Employees of Matson reported $242M in total assets and 729 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,075 in Transportation & Warehousing (3,299 peers)

Where Retirement Plan for Employees of Matson sits by assets

Retirement Plan for Employees of Matson sits in the top 5% of all filed plans by assets, $242M for 729 participants (~$332,346/participant), up 4.8% in 2024.

#3,075
in Transportation & Warehousing (3,299 peers)
+4.8%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Retirement Plan for Employees of Matson's outsized position by total assets

Retirement Plan for Employees of Matson vs every filed plan by assets

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

$242,280,282 Top 5% higher than 95% 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

Retirement Plan for Employees of Matson 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. Retirement Plan for Employees of Matson sits mid-pack in the medium band (729 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Employees of Matson reported net income fell from $16M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Retirement Plan for Employees of Matson reported participants rose from 660 in the plan year 2023 filing to 729 in the plan year 2024 filing.
  • Retirement Plan for Employees of Matson end-of-year assets rose from $231M in the plan year 2023 filing to $242M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 990032630 · Matson, Inc. PY 2024 · Defined Benefit (Pension)

Retirement Plan for Employees of Matson · $242M · 729 · 95th

  • BOOK $242M
  • VS-ST 729
  • BOY 95th
  • SCH Defined Benefit (Pension)
  • EBSA near Massachusetts Teachers Association Retirement Plan
  • PART ind #3075

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 →

Retirement Plan for Employees of Matson in the asset neighbourhood

Catholic Medical Center Pension PlanCatholic Medical Center Pens…$243MThe Teknor Apex Company Retirement PlanThe Teknor Apex Company Reti…$243MRetirement Plan for Employees of MatsonRetirement Plan for Employee…$242MMassachusetts Teachers Association Retirement PlanMassachusetts Teachers Assoc…$242MNevada Resort Association Iatse Local 720 Retirement PlanNevada Resort Association Ia…$242M
End-of-year total assets ($M) among Retirement Plan for Employees of Matson and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$231M
Net Assets (End of Year)$242M
Net Income$11M
Employer EIN990032630
Plan Effective Date1951-07-01
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 Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Matson vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Retirement Plan for Employees of Matson, Total assets ($B): 0.242280282 · Participants: 729Retirement Plan for Employees of MatsonKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Retirement Plan for Employees of Matson vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Retirement Plan for Employees of Matson side-by-side with 3 peers →

Retirement Plan for Employees of Matson's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Massachusetts Teachers Association Retirement Plan in MA ($242M); by covered participants it is Brewery Conference/Anheuser-Busch Defined Benefit Pension Plan in MO (729 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (729 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 Retirement Plan for Employees of Matson assets move in 2024? ▼
Retirement Plan for Employees of Matson edged up modestly - up 4.8% during 2024, from $231M to $242M. Reported net income was $11M.
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 Retirement Plan for Employees of Matson rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Matson ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Matson? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Massachusetts Teachers Association Retirement Plan in MA ($242M, 153 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Matson? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Brewery Conference/Anheuser-Busch Defined Benefit Pension Plan in MO (729 participants, $521M 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 990032630.

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.