401(k)
2024 plan-year 401(k) DOL Form 5500

W. D. MATTHEWS MACHINERY CO. 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

W.D. MATTHEWS MACHINERY CO.

This 401(k) plan holds $15M in total assets and serves 139 participants as of 2024. It is sponsored by W.D. MATTHEWS MACHINERY CO. in Maine. The plan reported positive net income of $1M for the year.

Total Assets (2023)
$15M
Participants
139
State
Industry
Wholesale Trade

What the Filing Says About W. D. MATTHEWS MACHINERY CO. 401(K) PLAN

W. D. MATTHEWS MACHINERY CO. 401(K) PLAN is a 401(k) retirement plan sponsored by W.D. MATTHEWS MACHINERY CO., headquartered in Maine. As of the 2024 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 139 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 010232180, and the plan has been effective since 1985-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $13M at the beginning of 2024 to $15M at year-end — a gain of 9.1%. Net assets (after liabilities) closed the year at $15M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$13M
Total Assets (End of Year)$15M
Net Assets (End of Year)$15M
Net Income$1M
Plan Type401(k)
Employer EIN010232180
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W.D. MATTHEWS MACHINERY CO.)

Year Plans Participants Total Assets
2022 1 131 $12M
2023 1 136 $13M
2024 1 139 $15M

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Frequently Asked Questions

How much money is in the W. D. MATTHEWS MACHINERY CO. 401(K) PLAN?
As of the 2024 Form 5500 filing, W. D. MATTHEWS MACHINERY CO. 401(K) PLAN holds $15M in total assets with 139 participants. It is sponsored by W.D. MATTHEWS MACHINERY CO..
What type of plan is W. D. MATTHEWS MACHINERY CO. 401(K) PLAN?
W. D. MATTHEWS MACHINERY CO. 401(K) PLAN is a 401(k) plan. It has been effective since 1985-07-01. The plan is filed with the U.S. Department of Labor under EIN 010232180.
Who sponsors the W. D. MATTHEWS MACHINERY CO. 401(K) PLAN?
W. D. MATTHEWS MACHINERY CO. 401(K) PLAN is sponsored by W.D. MATTHEWS MACHINERY CO., located in Maine. The sponsor's EIN is 010232180 and the plan operates in the Wholesale Trade industry.
How did W. D. MATTHEWS MACHINERY CO. 401(K) PLAN perform in 2024?
W. D. MATTHEWS MACHINERY CO. 401(K) PLAN grew by 9.1% during 2024, moving from $13M to $15M in total assets. Net income was $1M.
Where can I find official filings for W. D. MATTHEWS MACHINERY CO. 401(K) PLAN?
Official Form 5500 filings for W. D. MATTHEWS MACHINERY CO. 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 010232180 or plan name at efast.dol.gov.
How does W. D. MATTHEWS MACHINERY CO. 401(K) PLAN compare to other plans?
You can compare W. D. MATTHEWS MACHINERY CO. 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in Maine on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 010232180.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.