401(k) · DOL Form 5500 · 2024

Material Holdings LLC 401(k) Plan

Data updated 2026-08-25

$135M
Total assets Near avg plan size
936
Participants Near avg headcount
92nd
Percentile by assets National rank
$144,416
Avg per participant Above avg balance/head
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Official DOL plan name: Material 401(k) Profit Sharing Plan · Sponsored by Material Holdings LLC · California · Professional & Technical Services

$135M in assets, 936 participants

Material Holdings LLC's Material 401(k) Profit Sharing Plan reported $135M in total assets and 936 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,854 in Professional & Technical Services (20,173 peers)

Where Material 401(k) Profit Sharing Plan sits by assets

Material 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $135M for 936 participants (~$144,416/participant), up 11.7% in 2024.

#18,854
in Professional & Technical Services (20,173 peers)
+11.7%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Material 401(k) Profit Sharing Plan's outsized position by total assets

Material 401(k) Profit Sharing Plan vs every filed plan by assets

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

$135,172,948 Top 8% higher than 92% 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

Material 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Material 401(k) Profit Sharing Plan sits mid-pack in the medium band (936 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Material 401(k) Profit Sharing Plan reported net income fell from $22M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Material 401(k) Profit Sharing Plan reported participants fell from 1,248 in the plan year 2023 filing to 936 in the plan year 2024 filing.
  • Material 401(k) Profit Sharing Plan end-of-year assets rose from $121M in the plan year 2023 filing to $135M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 952848286 · Material Holdings LLC PY 2024 · 401(k)

Material 401(k) Profit Sharing Plan · $135M · 936 · 92nd

  • 5500 $135M
  • ASSETS 936
  • PCT 92nd
  • EIN 401(k)
  • RANK near 401(k) Retirement Plan for Reynolds Bargaining
  • PHOTO ind #18854

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 California →

Material 401(k) Profit Sharing Plan in the asset neighbourhood

Woods Rogers Vandeventer Black PLC Profit Sharing PlanWoods Rogers Vandeventer Bla…$135M401(k) Retirement Plan for Reynolds Bargaining401(k) Retirement Plan for R…$135MMaterial 401(k) Profit Sharing PlanMaterial 401(k) Profit Shari…$135MYang Ming (America) Corporation 401(k) PlanYang Ming (America) Corporat…$135MCarilion Clinic 401(k) Retirement Savings PlanCarilion Clinic 401(k) Retir…$135M
End-of-year total assets ($M) among Material 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$135M
Net Income$14M
Employer EIN952848286
Plan Effective Date1979-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Material Holdings LLC)

Sponsor-wide plan assets over time

All Material Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$135M 36.98007684093479% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $98.7M $135M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 1,190 $99M
2023 1 1,248 $121M
2024 1 936 $135M

Nearby 401(k) Plans in California

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

Material 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Material 401(k) Profit Sharing Plan, Total assets ($B): 0.135172948 · Participants: 936Material 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Material 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Material 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is 401(k) Retirement Plan for Reynolds Bargaining in IL ($135M); by covered participants it is Baycare Clinic 401(k) Retirement Savings Plan in WI (936 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (936 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 Material 401(k) Profit Sharing Plan assets move in 2024?
Material 401(k) Profit Sharing Plan grew at a solid clip - up 11.7% during 2024, from $121M to $135M. Reported net income was $14M.
How have Material Holdings LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Material Holdings LLC's sponsor-wide assets grew 37.0%, from $99M to $135M.
Where does Material 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Material 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Material 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is 401(k) Retirement Plan for Reynolds Bargaining in IL ($135M, 1,312 participants).
Which 401(k) plans cover a similar participant headcount to Material 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Baycare Clinic 401(k) Retirement Savings Plan in WI (936 participants, $316M in assets).