Mattamy Homes Corporation Retirement Plan — Form 5500 plan (Mattamy Homes Corporation)

Plain-English plan 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, Mattamy Homes Corporation Retirement Plan is a benefit plan reported by Mattamy Homes Corporation under EIN 20-0629471 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,016 participants and $45,113,675 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$45.1MPlan net assets, end of year$45,113,675
Participants1KCovered participants reported1,016
Assets / participant$44.4KComputed: assets ÷ participants$44,403 (computed)
Provider compensation$160.1K2 Schedule C provider row(s)$160,136
Plan sponsor
Mattamy Homes Corporation
EIN
20-0629471
Plan number
001
Plan type
2
Location
Orlando, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,016 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$45.1M total assets
Net assets$45.1MLiabilities
Money in vs. money out
Total income / additions$16.1M
Total expenses$5.6M
Benefits paid / distributions$5.4M
Contributions
Employer$2.2M
Participant$6.7M
Full reported line items

Net assets

Total assets (EOY)
$45,113,675
Net assets (EOY)
$45,113,675
Net assets (BOY)
$34,580,476

Income & contributions

Employer contributions
$2,203,296
Participant contributions
$6,705,947
Total contributions
$9,533,379
Total income / additions
$16,107,968

Expenses & distributions

Benefits paid
$5,414,633
Administrative expenses
$160,136
Total expenses
$5,574,769
Net increase / (decrease)
$10,533,199
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 25%Participant 75%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income34%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORDKEEPER · Direct $106.9K · Indirect $0
  2. 2
    INVESTMENT ADVISORY- PLAN · Direct $53.2K

What to inspect next

Frequently asked questions

Who sponsors the Mattamy Homes Corporation Retirement Plan?
Mattamy Homes Corporation Retirement Plan is reported as sponsored by Mattamy Homes Corporation (EIN 20-0629471, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Mattamy Homes Corporation Retirement Plan?
The latest Form 5500 filing year loaded for Mattamy Homes Corporation Retirement Plan is 2023.
How many participants does Mattamy Homes Corporation Retirement Plan report?
Mattamy Homes Corporation Retirement Plan reports 1,016 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Mattamy Homes Corporation Retirement Plan?
Mattamy Homes Corporation Retirement Plan reports $45,113,675 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages