401(k) · DOL Form 5500 · 2024
Matson, Inc. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 100
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $162,366
- Avg per participant Above avg balance/head
Official DOL plan name: Matson Individual Deferred Compensation and Profit Sharing Plan for Bargaining Unit Employees · Sponsored by Matson, Inc. · California · Transportation & Warehousing
$16M in assets, 100 participants
Matson, Inc.'s Matson Individual Deferred Compensation and Profit Sharing Plan for Bargaining Unit Employees reported $16M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #2,196 in Transportation & Warehousing (3,299 peers)
Coverage in California
Matson Individual Deferred Compensation and Profit Sharing Plan for Bargaining Unit Employees covers 100 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $16M.
- #2,196
- in Transportation & Warehousing (3,299 peers)
- +20.0%
- assets growth YoY
Matson Individual Deferred Compensation and Profit Sharing Plan for Bargaining Unit Employees's mid-pack asset rank among Transportation & Warehousing and all filers
Matson Individual Deferred Compensation and Profit Sharing Plan for Bargaining Unit Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,236,569 Top 34% higher than 66% 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
Matson Individual Deferred Compensation and Profit Sharing Plan for Bargaining Unit Employees among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Matson Individual Deferred Compensation and Profit Sharing Plan for Bargaining Unit Employees is a small filing (100 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Matson Individual Deferred Compensation and Profit Sharing Plan for Bargaining Unit Employees reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Matson Individual Deferred Compensation and Profit Sharing Plan for Bargaining Unit Employees end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
DOL schedule card
Filing strip 990032630 · Matson, Inc. PY 2024 · 401(k)
Matson Individual Deferred Compensation and Profit Sharing Plan for Bargaining Unit Employees · $16M · 100 · 66th
- EOY $16M
- EOY 100
- EOY 66th
- EOY 401(k)
- EOY near Clear Mountain Bank, Inc. 401(k) Plan
- EOY ind #2196
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 →
Matson Individual Deferred Compensation and Profit Sharing Plan for Bargaining Unit Employees in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 990032630 |
| Plan Effective Date | 1995-06-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 2,046 | $504M |
| 2023 | 4 | 2,127 | $574M |
| 2024 | 4 | 2,198 | $641M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Matson Individual Deferred Compensation and Profit Sharing Plan for Bargaining Unit Employees's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Clear Mountain Bank, Inc. 401(k) Plan in WV ($16M); by covered participants it is Controltek 401(k) Profit Sharing Plan in WA (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Clear Mountain Bank, Inc. 401(k) Plan (WV) $16M · 159
- S.W. Anderson Company Savings Plan and Trust (IL) $16M · 98
- Beaches Dermatology, P.a. 401(k) Profit Sharing Plan (FL) $16M · 47
- Bl Manager, LLC Retirement Plan (NJ) $16M · 2,268
Similar participant headcount
Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.
- Controltek 401(k) Profit Sharing Plan (WA) 100 · 0 off
- Vaughn, Silverberg and Associates Profit Sharing Plan (TX) 100 · 0 off
- Streetsquash, Inc. 401(k) Profit Sharing Plan & Trust (NY) 100 · 0 off
- Amerisci Group 401(k) Retirement Plan (VA) 100 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.