401(k) · DOL Form 5500 · 2024

Matthews International Corporation 401(k) Plan

Data updated 2026-08-25

$353M
Total assets Above avg plan size
4,253
Participants Above avg headcount
96th
Percentile by assets National rank
$83,098
Avg per participant Below avg balance/head
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Official DOL plan name: Matthews International Corporation 401(k) Plan · Sponsored by Matthews International Corporation · Pennsylvania · Manufacturing

$353M in assets, 4,253 participants

Matthews International Corporation's Matthews International Corporation 401(k) Plan reported $353M in total assets and 4,253 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #16,739 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

Matthews International Corporation 401(k) Plan covers 4,253 participants in Pennsylvania, 5.2x the typical Pennsylvania plan (state average ~822 per filing). Assets: $353M.

#16,739
in Manufacturing (17,777 peers)
-22.8%
assets change YoY
3.5×
vs typical plan assets (national mean)

Matthews International Corporation 401(k) Plan's outsized position by total assets

Matthews International Corporation 401(k) Plan vs every filed plan by assets

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

$353,415,811 Top 4% higher than 96% 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

Matthews International Corporation 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Matthews International Corporation 401(k) Plan lands in the large band (4,253 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Matthews International Corporation 401(k) Plan reported net income fell from $67M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • Matthews International Corporation 401(k) Plan end-of-year assets fell from $458M in the plan year 2023 filing to $353M in the plan year 2024 filing.
  • Matthews International Corporation 401(k) Plan reported participants rose from 4,206 in the plan year 2023 filing to 4,253 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 250644320 · Matthews International Corporation PY 2024 · 401(k)

Matthews International Corporation 401(k) Plan · $353M · 4,253 · 96th

  • PCT $353M
  • EIN 4,253
  • RANK 96th
  • PHOTO 401(k)
  • IND near Boston Beer Company 401(k) Plan
  • EOY ind #16739

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Matthews International Corporation 401(k) Plan in the asset neighbourhood

Matthews International Corporation 401(k) PlanMatthews International Corpo…$353MBoston Beer Company 401(k) PlanBoston Beer Company 401(k) P…$353MOsaic, Inc. Profit Sharing & 401(k) PlanOsaic, Inc. Profit Sharing &…$353MRetina Consultants of America 401(k) PlanRetina Consultants of Americ…$353MKci Holding USA, Inc. 401(k) PlanKci Holding USA, Inc. 401(k)…$353M
End-of-year total assets ($M) among Matthews International Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$458M
Net Assets (End of Year)$353M
Net Income$48M
Employer EIN250644320
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Matthews International Corporation)

Sponsor-wide plan assets over time

All Matthews International Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$353M 9.561557591989969% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $391M $353M ▼ -9.6%
Year Plans Participants Total Assets
2022 1 4,033 $391M
2023 1 4,206 $458M
2024 1 4,253 $353M

Nearby 401(k) Plans in Pennsylvania

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

Matthews International Corporation 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Matthews International Corporation 401(k) Plan, Total assets ($B): 0.353415811 · Participants: 4253Matthews International Corporation 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Matthews International Corporation 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Matthews International Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Boston Beer Company 401(k) Plan in MA ($353M); by covered participants it is Sscp Management Group 401(k) Plan in TX (4,253 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($353M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,253 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 Matthews International Corporation 401(k) Plan assets move in 2024?
Matthews International Corporation 401(k) Plan declined sharply - down 22.8% during 2024, from $458M to $353M. Reported net income was $48M.
How have Matthews International Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Matthews International Corporation's sponsor-wide assets declined 9.6%, from $391M to $353M.
Where does Matthews International Corporation 401(k) Plan rank by assets among Form 5500 filers?
Matthews International Corporation 401(k) Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Matthews International Corporation 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Boston Beer Company 401(k) Plan in MA ($353M, 2,659 participants).
Which 401(k) plans cover a similar participant headcount to Matthews International Corporation 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Sscp Management Group 401(k) Plan in TX (4,253 participants, $8M in assets).