2023 Form 5500 filing — Mattel, Inc. Personal Investment Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240702192924NAL0008418640001) for Mattel, Inc. Personal Investment Plan, reported by Mattel, Inc. under EIN 95-1567322 and plan number 002. It reports 7,495 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240702192924NAL0008418640001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mattel, Inc.
- EIN
- 95-1567322
- Plan number
- 002
- Location
- El Segundo, CA
- Participants
- 7,495
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,168,467,000
- Total liabilities (EOY)
- $891,000
- Net assets (EOY)
- $1,167,576,000
- Employer contributions
- $25,980,000
- Participant contributions
- $38,293,000
- Total income / additions
- $245,457,000
- Benefits paid
- $123,963,000
- Administrative expenses
- $878,000
- Total expenses
- $124,880,000
- Net increase / (decrease)
- $120,577,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $146,000 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $140,000 | not reported in the loaded dataset |
| Wilshire Advisors Inc. | INVESTMENT ADVISOR | $56,000 | not reported in the loaded dataset |
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $55,000 | not reported in the loaded dataset |
| Principal Global Investors | INVESTMENT ADVISOR | $39,000 | not reported in the loaded dataset |
| Alight Financial Advisors | RECORDKEEPER | $26,000 | not reported in the loaded dataset |
| Blackrock Institutional Trust Comp | INVESTMENT ADVISOR | $21,000 | not reported in the loaded dataset |