Money Purchase · DOL Form 5500 · 2024

Matrix Partners Management Services, L.P. Money Purchase Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
24
Participants Small participant base
50th
Percentile by assets National rank
$322,343
Avg per participant High balance/head
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Official DOL plan name: Matrix Partners Management Services, L. P. Money Purchase Pension Plan · Sponsored by Matrix Partners Management Services, L.P. · Massachusetts · Professional & Technical Services

$8M in assets, 24 participants

Matrix Partners Management Services, L.P.'s Matrix Partners Management Services, L. P. Money Purchase Pension Plan reported $8M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,787 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. Money Purchase Pension Plan at $8M / 24 participants.

#9,787
in Professional & Technical Services (20,173 peers)
+18.0%
assets growth YoY

Matrix Partners Management Services, L. P. Money Purchase Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Matrix Partners Management Services, L. P. Money Purchase Pension Plan vs every filed plan by assets

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

$7,736,242 Top 50% higher than 50% 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 Partners Management Services, L. P. Money Purchase Pension 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. Money Purchase Pension 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. Money Purchase Pension Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Matrix Partners Management Services, L. P. Money Purchase Pension Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 364496070 · Matrix Partners Management Services, L.P. PY 2024 · Money Purchase

Matrix Partners Management Services, L. P. Money Purchase Pension Plan · $8M · 24 · 50th

  • BOY $8M
  • BOY 24
  • BOY 50th
  • BOY Money Purchase
  • BOY near St Charles Youth & Family Services, Inc. Pension Plan
  • BOY ind #9787

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. Money Purchase Pension Plan in the asset neighbourhood

Boys & Girls Clubs of Broward County Pension PlanBoys & Girls Clubs of Browar…$8MSt Charles Youth & Family Services, Inc. Pension PlanSt Charles Youth & Family Se…$8MMatrix Partners Management Services, L. P. Money Purchase Pension PlanMatrix Partners Management S…$8MCentrex Distributors, Inc. Union Employees' Pension PlanCentrex Distributors, Inc. U…$8MSchenk Packing Co., Inc. Money Purchase Pension PlanSchenk Packing Co., Inc. Mon…$8M
End-of-year total assets ($M) among Matrix Partners Management Services, L. P. Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

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
$15M$20M$25M$30M$35M 202220232024 $19.8M $29.1M ▲ +47.1%
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)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN364496070
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Massachusetts

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Matrix Partners Management Services, L. P. Money Purchase Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Matrix Partners Management Services, L. P. Money Purchase Pension Plan, Total assets ($B): 0.007736242 · Participants: 24Matrix Partners Management Services, L. P. Money Purchase Pension PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.380051887 · Participants: 2774Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.291740538 · Participants: 11506Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 2.033803409 · Participants: 14571Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.774297856 · Participants: 8421Electrical Workers Deferred Income Plan Local 103, I.B.E.W.Tufts University Basic Retirement Plan, Total assets ($B): 1.039998444 · Participants: 5769Tufts University Basic Retirement Plan
Matrix Partners Management Services, L. P. Money Purchase Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Matrix Partners Management Services, L. P. Money Purchase Pension Plan side-by-side with 3 peers →

Matrix Partners Management Services, L. P. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is St Charles Youth & Family Services, Inc. Pension Plan in WI ($8M); by covered participants it is Childrens Urology Group Money Purchase Plan in FL (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Partners Management Services, L. P. Money Purchase Pension Plan assets move in 2024? ▼
Matrix Partners Management Services, L. P. Money Purchase Pension Plan grew sharply - up 18.0% during 2024, from $7M to $8M. Reported net income was $1M.
How have Matrix Partners Management Services, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matrix Partners Management Services, L.P.'s sponsor-wide assets grew 47.2%, from $20M to $29M.
Which Money Purchase plans are similar in size to Matrix Partners Management Services, L. P. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is St Charles Youth & Family Services, Inc. Pension Plan in WI ($8M, 120 participants).
Which Money Purchase plans cover a similar participant headcount to Matrix Partners Management Services, L. P. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Childrens Urology Group Money Purchase Plan in FL (24 participants, $2M 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 364496070.

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.