401(k) · DOL Form 5500 · 2024
Matthews-Daniel Company 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $344,199
- Avg per participant High balance/head
Official DOL plan name: Matthews-Daniel Company 401(k) Plan and Trust · Sponsored by Matthews-Daniel Company · Texas · Professional & Technical Services
$5M in assets, 15 participants
Matthews-Daniel Company's Matthews-Daniel Company 401(k) Plan and Trust reported $5M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,087 in Professional & Technical Services (20,173 peers)
Matthews-Daniel Company multi-year trail
Matthews-Daniel Company's plans moved +26.7% in assets from 2022 to 2024; this filing shows Matthews-Daniel Company 401(k) Plan and Trust at $5M / 15 participants.
- #8,087
- in Professional & Technical Services (20,173 peers)
- +17.3%
- assets growth YoY
Matthews-Daniel Company 401(k) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Matthews-Daniel Company 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,162,990 43rd percentile higher than 43% 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
Matthews-Daniel Company 401(k) Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Matthews-Daniel Company 401(k) Plan and Trust is a small filing (15 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Matthews-Daniel Company 401(k) Plan and Trust reported net income rose from $325K in the plan year 2023 filing to $762K in the plan year 2024 filing.
- Matthews-Daniel Company 401(k) Plan and Trust end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
DOL schedule card
Filing strip 741504952 · Matthews-Daniel Company PY 2024 · 401(k)
Matthews-Daniel Company 401(k) Plan and Trust · $5M · 15 · 43rd
- SCH $5M
- EBSA 15
- PART 43rd
- TYPE 401(k)
- NET near Hearts for Hearing Foundation 401(k)
- BOOK ind #8087
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 Texas →
Matthews-Daniel Company 401(k) Plan and Trust in the asset neighbourhood
Matthews-Daniel Company multi-year asset trail
Sponsor-wide plan assets over time
All Matthews-Daniel Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 26.680613093152513% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14 | $4M |
| 2023 | 1 | 15 | $4M |
| 2024 | 1 | 15 | $5M |
Matthews-Daniel Company filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $762K |
| Employer EIN | 741504952 |
| Plan Effective Date | 1989-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Matthews-Daniel Company 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Hearts for Hearing Foundation 401(k) in OK ($5M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 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.