Profit Sharing · DOL Form 5500 · 2024
Matrix Partners Management Services, L.P. Profit Sharing Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $890,926
- Avg per participant High balance/head
Official DOL plan name: Matrix Partners Management Services, L. P. Profit Sharing Plan · Sponsored by Matrix Partners Management Services, L.P. · Massachusetts · Professional & Technical Services
$21M in assets, 24 participants
Matrix Partners Management Services, L.P.'s Matrix Partners Management Services, L. P. Profit Sharing Plan reported $21M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #14,301 in Professional & Technical Services (20,173 peers)
Matrix Partners Management Services, L.P. multi-year trail
Matrix Partners Management Services, L.P.'s plans moved +47.2% in assets from 2022 to 2024; this filing shows Matrix Partners Management Services, L. P. Profit Sharing Plan at $21M / 24 participants.
- #14,301
- in Professional & Technical Services (20,173 peers)
- +18.0%
- assets growth YoY
Matrix Partners Management Services, L. P. Profit Sharing Plan's outsized position by total assets
Matrix Partners Management Services, L. P. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,382,227 Top 29% higher than 71% 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 Partners Management Services, L. P. Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Matrix Partners Management Services, L. P. Profit Sharing Plan is a small filing (24 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Matrix Partners Management Services, L. P. Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Matrix Partners Management Services, L. P. Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 364496070 · Matrix Partners Management Services, L.P. PY 2024 · Profit Sharing
Matrix Partners Management Services, L. P. Profit Sharing Plan · $21M · 24 · 71st
- PART $21M
- TYPE 24
- NET 71st
- BOOK Profit Sharing
- VS-ST near Teamsters Local 408 Annuity Fund
- BOY ind #14301
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 Massachusetts →
Matrix Partners Management Services, L. P. Profit Sharing Plan in the asset neighbourhood
Matrix Partners Management Services, L.P. multi-year asset trail
Sponsor-wide plan assets over time
All Matrix Partners Management Services, L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 47.17133893688691% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 42 | $20M |
| 2023 | 2 | 48 | $25M |
| 2024 | 2 | 48 | $29M |
Matrix Partners Management Services, L.P. filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 364496070 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $16.7B · 76,559
- Demoulas (Restated) Profit Sharing Plan & Trust $1.1B · 14,037
- Dana-Farber Cancer Institute Retirement Plan $930M · 5,518
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $686M · 6,385
- Sheet Metal Workers Local 17 Annuity Income Fund $656M · 3,065
Matrix Partners Management Services, L. P. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Teamsters Local 408 Annuity Fund in NJ ($21M); by covered participants it is Profitmaster Displays, Inc. Profit Sharing Plan in GA (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
- Profitmaster Displays, Inc. Profit Sharing Plan (GA) 24 · 0 off
- Dme Interests, Inc. Retirement Plan (TX) 24 · 0 off
- Norcross Supply Company Profit Sharing Plan (GA) 24 · 0 off
- Eye Clinic of Bellevue Profit Sharing Plan (WA) 24 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.