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

Mathews Management 401(k) Retirement Plan

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

Sponsored by Mathews Management Inc. Β· Arkansas Β· Food Services & Accommodation

What the 2023 filing shows

Mathews Management 401(k) Retirement Plan holds $4M for 784 participants - about $4,490 per participant, up 23.0% over the 2024 plan year.

$4M
total plan assets (2024 EOY)
784
covered participants
$4,490
avg assets per participant
+23.0%
assets growth YoY
Total Assets (2023)
$4M
Participants
784
State
Industry
Food Services & Accommodation

What the Filing Says About Mathews Management 401(k) Retirement Plan

Mathews Management 401(k) Retirement Plan is a 401(k) retirement plan sponsored by Mathews Management Inc., headquartered in Arkansas. As of the 2024 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 784 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 710779272, and the plan has been effective since 1999-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2024 to $4M at year-end β€” a gain of 23.0%. Net assets (after liabilities) closed the year at $3M, with reported net income of $670K 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)$3M
Total Assets (End of Year)$4M
Net Assets (End of Year)$3M
Net Income$670K
Plan Type401(k)
Employer EIN710779272
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mathews Management Inc.)

Year Plans Participants Total Assets
2022 1 819 $2M
2023 1 856 $3M
2024 1 784 $4M

Nearby 401(k) Plans in Arkansas

Peer 401(k) plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the Mathews Management 401(k) Retirement Plan?
As of the 2024 Form 5500 filing, Mathews Management 401(k) Retirement Plan holds $4M in total assets with 784 participants. It is sponsored by Mathews Management Inc..
What type of plan is Mathews Management 401(k) Retirement Plan?
Mathews Management 401(k) Retirement Plan is a 401(k) plan. It has been effective since 1999-01-01. The plan is filed with the U.S. Department of Labor under EIN 710779272.
Who sponsors the Mathews Management 401(k) Retirement Plan?
Mathews Management 401(k) Retirement Plan is sponsored by Mathews Management Inc., located in Arkansas. The sponsor's EIN is 710779272 and the plan operates in the Food Services & Accommodation industry.
How did Mathews Management 401(k) Retirement Plan perform in 2024?
Mathews Management 401(k) Retirement Plan grew by 23.0% during 2024, moving from $3M to $4M in total assets. Net income was $670K.
Where can I find official filings for Mathews Management 401(k) Retirement Plan?
Official Form 5500 filings for Mathews Management 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 710779272 or plan name at efast.dol.gov.
How does Mathews Management 401(k) Retirement Plan compare to other plans?
You can compare Mathews Management 401(k) Retirement Plan against other 401(k) plans on the plan type page, or view plans in Arkansas 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 710779272.

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.