Defined Benefit (Pension) · DOL Form 5500 · 2024
Mattel, Inc. Pension Plan
Data updated 2026-08-25
- $329M
- Total assets Above avg plan size
- 222
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: Mattel Cash Balance Plan · Sponsored by Mattel, Inc. · California · Wholesale Trade
$329M in assets, 222 participants
Mattel, Inc.'s Mattel Cash Balance Plan reported $329M in total assets and 222 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.
- #5,912 in Wholesale Trade (6,080 peers)
Coverage in California
Mattel Cash Balance Plan covers 222 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $329M.
- #5,912
- in Wholesale Trade (6,080 peers)
- +13.8%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mattel Cash Balance Plan's outsized position by total assets
Mattel Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$328,957,232 Top 4% higher than 96% 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
Mattel Cash Balance 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. Mattel Cash Balance Plan sits mid-pack in the medium band (222 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mattel Cash Balance Plan reported net income fell from $1M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Mattel Cash Balance Plan end-of-year assets rose from $289M in the plan year 2023 filing to $329M in the plan year 2024 filing.
- Mattel Cash Balance Plan reported participants fell from 246 in the plan year 2023 filing to 222 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 951567322 · Mattel, Inc. PY 2024 · Defined Benefit (Pension)
Mattel Cash Balance Plan · $329M · 222 · 96th
- RANK $329M
- PHOTO 222
- IND 96th
- EOY Defined Benefit (Pension)
- 5500 near Otter Tail Corporation Pension Plan
- ASSETS ind #5912
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 Wholesale Trade retirement plans → · Plans in California →
Mattel Cash Balance Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $289M |
|---|---|
| Net Assets (End of Year) | $256M |
| Net Income | -$3M |
| Employer EIN | 951567322 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mattel, Inc.)
Sponsor-wide plan assets over time
All Mattel, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.6B 20.052089248511752% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 3,959 | $1.3B |
| 2023 | 4 | 4,120 | $1.5B |
| 2024 | 4 | 4,033 | $1.6B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Mattel Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Otter Tail Corporation Pension Plan in MN ($329M); by covered participants it is Wbc Holdings, L.P. Cash Balance Retirement Plan in IL (222 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($329M here).
- Otter Tail Corporation Pension Plan (MN) $329M · 311
- Sumitomo Rubber USA, LLC 1950 Pension Plan (NY) $329M · 348
- Alaska Airlines, Inc. Retirement Plan for Salaried Employees (WA) $329M · 270
- Masters, Mates & Pilots Pension Plan (MD) $328M · 640
Similar participant headcount
Nearest other-state filings by covered participants (222 participants); asset peers above are excluded.
- Wbc Holdings, L.P. Cash Balance Retirement Plan (IL) 222 · 0 off
- Thermotron Employees Retirement Plan (WI) 222 · 0 off
- Rubicon LLC Retirement Plan (LA) 222 · 0 off
- Nippon Dynawave Packaging Company Pension Plan for Hourly Employees (WA) 222 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.