Profit Sharing · DOL Form 5500 · 2024
Matera, Vopat, Matera & Johnson, PC Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $859,106
- Avg per participant High balance/head
Official DOL plan name: Matera, Vopat, Matera & Johnson, PC Profit Sharing Plan · Sponsored by Matera, Vopat, Matera & Johnson, PC · Massachusetts · Professional & Technical Services
$2M in assets, 2 participants
Matera, Vopat, Matera & Johnson, PC's Matera, Vopat, Matera & Johnson, PC Profit Sharing Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #4,717 in Professional & Technical Services (20,173 peers)
2024 asset change
Matera, Vopat, Matera & Johnson, PC Profit Sharing Plan grew sharply 19.0% in 2024 ($1M → $2M) for 2 participants.
- #4,717
- in Professional & Technical Services (20,173 peers)
- +19.0%
- assets growth YoY
Matera, Vopat, Matera & Johnson, PC Profit Sharing Plan among the smaller filed plans by assets
Matera, Vopat, Matera & Johnson, PC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,718,211 28th percentile higher than 28% 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
Matera, Vopat, Matera & Johnson, PC Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Matera, Vopat, Matera & Johnson, PC Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Matera, Vopat, Matera & Johnson, PC Profit Sharing Plan reported net income rose from -$340K in the plan year 2023 filing to $274K in the plan year 2024 filing.
- Matera, Vopat, Matera & Johnson, PC Profit Sharing Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
- Matera, Vopat, Matera & Johnson, PC Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042863448 · Matera, Vopat, Matera & Johnson, PC PY 2024 · Profit Sharing
Matera, Vopat, Matera & Johnson, PC Profit Sharing Plan · $2M · 2 · 28th
- PHOTO $2M
- PHOTO 2
- PHOTO 28th
- PHOTO Profit Sharing
- PHOTO near Marling & Associates Inc Employees' Prft Sharing Pln & Trust
- PHOTO ind #4717
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 Massachusetts →
Matera, Vopat, Matera & Johnson, PC Profit Sharing Plan in the asset neighbourhood
Matera, Vopat, Matera & Johnson, PC years around the 2024 move
Sponsor-wide plan assets over time
All Matera, Vopat, Matera & Johnson, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 3.695389716737793% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 2 | $2M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $274K |
| Employer EIN | 042863448 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $16.7B · 76,559
- Demoulas (Restated) Profit Sharing Plan & Trust $1.1B · 14,037
- Dana-Farber Cancer Institute Retirement Plan $930M · 5,518
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $686M · 6,385
- Sheet Metal Workers Local 17 Annuity Income Fund $656M · 3,065
Matera, Vopat, Matera & Johnson, PC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Marling & Associates Inc Employees' Prft Sharing Pln & Trust in MI ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.