Mattel Cash Balance 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 Cash Balance Plan is a benefit plan reported by Mattel, Inc. under EIN 95-1567322 and plan number 013. The latest loaded filing year is 2023. The filing reports 3,970 participants and $289,152,474 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mattel, Inc.
- EIN
- 95-1567322
- Plan number
- 013
- Plan type
- 2
- Location
- El Segundo, CA
- Latest filing year
- 2023
- Participants
- 3,970
- End-of-year plan assets
- $289,152,474
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,970 | H, C | 20241015104625NAL0029300353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $289,152,474
- Total liabilities (EOY)
- $30,733,000
- Net assets (EOY)
- $258,419,474
- Net assets (BOY)
- $257,375,431
Income & contributions
- Employer contributions
- $7,000,000
- Total contributions
- $7,000,000
- Total income / additions
- $31,127,043
Expenses & distributions
- Benefits paid
- $25,960,000
- Administrative expenses
- $4,123,000
- Total expenses
- $30,083,000
- Net increase / (decrease)
- $1,044,043
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pimco | INVESTMENT MANAGEMENT | $186,583 | $0 | 2023 |
| Alight Solutions | ACTUARY | $175,000 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | INVESTMENT MANAGEMENT | $94,927 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc | CONSULTANT | $87,500 | not reported in the loaded dataset | 2023 |
| Principal Financial Group | TRUSTEE | $84,320 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc | ACTUARY | $59,300 | not reported in the loaded dataset | 2023 |
| Rreef America Ii Lp | INVESTMENT MANAGEMENT | $52,021 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | AUDITOR | $38,325 | not reported in the loaded dataset | 2023 |
| Morgan Lewis & Bockius Llp | NONE | $5,070 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | INVESTMENT MANAGEMENT | $2,358 | 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
- Pimco — Schedule C compensation
- Alight Solutions — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Aon Investments Usa Inc — Schedule C compensation
- Principal Financial Group — Schedule C compensation
- Aon Consulting Inc — Schedule C compensation
- Rreef America Ii Lp — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Morgan Lewis & Bockius Llp — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation