Matson, Inc. 401(K) And Profit Sharing Plan For Non-Bargaining Employees — Form 5500 plan (Matson, 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, Matson, Inc. 401(K) And Profit Sharing Plan For Non-Bargaining Employees is a benefit plan reported by Matson, Inc. under EIN 99-0032630 and plan number 016. The latest loaded filing year is 2023. The filing reports 1,662 participants and $285,668,830 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$285.7MPlan net assets, end of year$285,668,830
Participants1.7KCovered participants reported1,662
Assets / participant$171.9KComputed: assets ÷ participants$171,883 (computed)
Provider compensation$107.8K1 Schedule C provider row(s)$107,783
- Plan sponsor
- Matson, Inc.
- EIN
- 99-0032630
- Plan number
- 016
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,662 | H, C | 20241009200925NAL0019901265001 |
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)$285.7M total assets
Net assets$285.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $285,668,830
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $285,668,830
- Net assets (BOY)
- $238,948,825
Income & contributions
- Employer contributions
- $6,643,485
- Participant contributions
- $10,841,615
- Total contributions
- $19,795,536
- Total income / additions
- $70,569,372
Expenses & distributions
- Benefits paid
- $23,734,364
- Administrative expenses
- $107,783
- Total expenses
- $23,849,367
- Net increase / (decrease)
- $46,720,005
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $107,783 | not reported in the loaded dataset | 2023 |