401(k) · DOL Form 5500 · 2024

Matthews International Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
101
Participants Small participant base
85th
Percentile by assets National rank
$554,105
Avg per participant High balance/head
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Official DOL plan name: Matthews International Capital Management, LLC 401(k) Plan · Sponsored by Matthews International Capital Management, LLC · California · Finance & Insurance

$56M in assets, 101 participants

Matthews International Capital Management, LLC's Matthews International Capital Management, LLC 401(k) Plan reported $56M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,603 in Finance & Insurance (8,549 peers)

Coverage in California

Matthews International Capital Management, LLC 401(k) Plan covers 101 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $56M.

#6,603
in Finance & Insurance (8,549 peers)
+3.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Matthews International Capital Management, LLC 401(k) Plan's outsized position by total assets

Matthews International Capital Management, LLC 401(k) Plan vs every filed plan by assets

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

$55,964,637 Top 15% higher than 85% 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 Capital Management, LLC 401(k) 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. Matthews International Capital Management, LLC 401(k) Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Matthews International Capital Management, LLC 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Matthews International Capital Management, LLC 401(k) Plan reported participants fell from 132 in the plan year 2023 filing to 101 in the plan year 2024 filing.
  • Matthews International Capital Management, LLC 401(k) Plan end-of-year assets rose from $54M in the plan year 2023 filing to $56M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 943250972 · Matthews International Capital Management, LLC PY 2024 · 401(k)

Matthews International Capital Management, LLC 401(k) Plan · $56M · 101 · 85th

  • PHOTO $56M
  • IND 101
  • EOY 85th
  • 5500 401(k)
  • ASSETS near Retirement Path Pooled Employer Plan
  • PCT ind #6603

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 Finance & Insurance retirement plans → · Plans in California →

Matthews International Capital Management, LLC 401(k) Plan in the asset neighbourhood

Marshall Wace North America LP 401(k) Profit Sharing & TrustMarshall Wace North America …$56MDcca Retirement Savings Plan$56MRetirement Path Pooled Employer PlanRetirement Path Pooled Emplo…$56MThai Summit America Corporation Profit Sharing & 401(k) PlanThai Summit America Corporat…$56MMatthews International Capital Management, LLC 401(k) PlanMatthews International Capit…$56M
End-of-year total assets ($M) among Matthews International Capital Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$56M
Net Income$2M
Employer EIN943250972
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Matthews International Capital Management, LLC)

Sponsor-wide plan assets over time

All Matthews International Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$56M 24.828928165900404% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.8M $56M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 131 $45M
2023 1 132 $54M
2024 1 101 $56M

Nearby 401(k) Plans in California

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

Matthews International Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Matthews International Capital Management, LLC 401(k) Plan, Total assets ($B): 0.055964637 · Participants: 101Matthews International Capital Management, LLC 401(k) 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
Matthews International Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Matthews International Capital Management, LLC 401(k) Plan side-by-side with 3 peers →

Matthews International Capital Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Retirement Path Pooled Employer Plan in NJ ($56M); by covered participants it is Phh 401(k) Plan in TX (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Capital Management, LLC 401(k) Plan assets move in 2024? ▼
Matthews International Capital Management, LLC 401(k) Plan edged up modestly - up 3.1% during 2024, from $54M to $56M. Reported net income was $2M.
How have Matthews International Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matthews International Capital Management, LLC's sponsor-wide assets grew 24.8%, from $45M to $56M.
Where does Matthews International Capital Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Matthews International Capital Management, LLC 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Matthews International Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Path Pooled Employer Plan in NJ ($56M, 911 participants).
Which 401(k) plans cover a similar participant headcount to Matthews International Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phh 401(k) Plan in TX (101 participants, N/A in assets).

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) - original filing retrieval by EIN 943250972.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.