401(k)
2024 plan-year 401(k) DOL Form 5500

401(k) Plan for Employees of Matsuo Industries USA, Inc.

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Matsuo Industries USA, Inc. Β· Tennessee Β· Manufacturing

What the 2023 filing shows

401(k) Plan for Employees of Matsuo Industries USA, Inc. holds $5M for 144 participants - about $31,762 per participant, up 13.1% over the 2024 plan year.

$5M
total plan assets (2024 EOY)
144
covered participants
$31,762
avg assets per participant
+13.1%
assets growth YoY
Total Assets (2023)
$5M
Participants
144
State
Industry
Manufacturing

What the Filing Says About 401(k) Plan for Employees of Matsuo Industries USA, Inc.

401(k) Plan for Employees of Matsuo Industries USA, Inc. is a 401(k) retirement plan sponsored by Matsuo Industries USA, Inc., headquartered in Tennessee. As of the 2024 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 144 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 561874927, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2024 to $5M at year-end β€” a gain of 13.1%. Net assets (after liabilities) closed the year at $5M, with reported net income of $529K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$529K
Plan Type401(k)
Employer EIN561874927
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Matsuo Industries USA, Inc.)

Year Plans Participants Total Assets
2022 1 163 $3M
2023 1 155 $4M
2024 1 144 $5M

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Frequently Asked Questions

How much money is in the 401(k) Plan for Employees of Matsuo Industries USA, Inc.?
As of the 2024 Form 5500 filing, 401(k) Plan for Employees of Matsuo Industries USA, Inc. holds $5M in total assets with 144 participants. It is sponsored by Matsuo Industries USA, Inc..
What type of plan is 401(k) Plan for Employees of Matsuo Industries USA, Inc.?
401(k) Plan for Employees of Matsuo Industries USA, Inc. is a 401(k) plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 561874927.
Who sponsors the 401(k) Plan for Employees of Matsuo Industries USA, Inc.?
401(k) Plan for Employees of Matsuo Industries USA, Inc. is sponsored by Matsuo Industries USA, Inc., located in Tennessee. The sponsor's EIN is 561874927 and the plan operates in the Manufacturing industry.
How did 401(k) Plan for Employees of Matsuo Industries USA, Inc. perform in 2024?
401(k) Plan for Employees of Matsuo Industries USA, Inc. grew by 13.1% during 2024, moving from $4M to $5M in total assets. Net income was $529K.
Where can I find official filings for 401(k) Plan for Employees of Matsuo Industries USA, Inc.?
Official Form 5500 filings for 401(k) Plan for Employees of Matsuo Industries USA, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 561874927 or plan name at efast.dol.gov.
How does 401(k) Plan for Employees of Matsuo Industries USA, Inc. compare to other plans?
You can compare 401(k) Plan for Employees of Matsuo Industries USA, Inc. against other 401(k) plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 561874927.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.