Mattel, Inc. Personal Investment Plan — Form 5500 plan (Mattel, Inc.)
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, Mattel, Inc. Personal Investment Plan is a benefit plan reported by Mattel, Inc. under EIN 95-1567322 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,495 participants and $1,168,467,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mattel, Inc.
- EIN
- 95-1567322
- Plan number
- 002
- Plan type
- 2
- Location
- El Segundo, CA
- Latest filing year
- 2023
- Participants
- 7,495
- End-of-year plan assets
- $1,168,467,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,495 | H, C | 20240702192924NAL0008418640001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,168,467,000
- Total liabilities (EOY)
- $891,000
- Net assets (EOY)
- $1,167,576,000
- Net assets (BOY)
- $1,046,999,000
Income & contributions
- Employer contributions
- $25,980,000
- Participant contributions
- $38,293,000
- Total contributions
- $64,273,000
- Total income / additions
- $245,457,000
Expenses & distributions
- Benefits paid
- $123,963,000
- Administrative expenses
- $878,000
- Total expenses
- $124,880,000
- Net increase / (decrease)
- $120,577,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $146,000 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $140,000 | not reported in the loaded dataset | 2023 |
| Wilshire Advisors Inc. | INVESTMENT ADVISOR | $56,000 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $55,000 | not reported in the loaded dataset | 2023 |
| Principal Global Investors | INVESTMENT ADVISOR | $39,000 | not reported in the loaded dataset | 2023 |
| Alight Financial Advisors | RECORDKEEPER | $26,000 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Comp | INVESTMENT ADVISOR | $21,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mattel, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in El Segundo, CA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Wilshire Advisors Inc. — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Principal Global Investors — Schedule C compensation
- Alight Financial Advisors — Schedule C compensation
- Blackrock Institutional Trust Comp — Schedule C compensation