How many benefit plans does The Matthews Group, Inc. report on Form 5500?

The Matthews Group, Inc. (EIN 54-1659669) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Matthews Group, Inc.?

The Employer Identification Number (EIN) reported for The Matthews Group, Inc. is 54-1659669.

What is the latest Form 5500 filing year for The Matthews Group, Inc.?

The latest loaded Form 5500 filing year for The Matthews Group, Inc. is 2023.

The Matthews Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Matthews Group, Inc. (EIN 54-1659669) is a plan sponsor located in Purcellville, VA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 54-1659669
Location: Purcellville, VA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $10,296,024
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $10,296,024

Contributions & income

Employer contributions: $281,122
Participant contributions: $830,212
Total income / additions: $2,542,009

Expenses & distributions

Benefits paid / distributions: $198,215
Total expenses: $219,101
Net increase / (decrease): $2,322,908

Coverage

Total reported participants: 252
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Matthews Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Matthews Group Retirement Plan	001	152	$10,296,024	2023
Tmg Construction Corp. Welfare Benefits Plan	501	100	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Matthews Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	The Matthews Group Retirement Plan	152	H, C	20240912140347NAL0004483587001
2023	Tmg Construction Corp. Welfare Benefits Plan	100	—	20250418133830NAL0002645137001