Matson Individual Deferred Compensation And Profit Sharing Plan For Bargaining Unit 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 Individual Deferred Compensation And Profit Sharing Plan For Bargaining Unit Employees is a benefit plan reported by Matson, Inc. under EIN 99-0032630 and plan number 015. The latest loaded filing year is 2023. The filing reports 109 participants and $13,525,141 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.5MPlan net assets, end of year$13,525,141
Participants109Covered participants reported
Assets / participant$124.1KComputed: assets ÷ participants$124,084 (computed)
Provider compensationNone reported
Plan sponsor
Matson, Inc.
EIN
99-0032630
Plan number
015
Plan type
2
Location
Oakland, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023109I20241010151238NAL0021315217001
Schedule I · 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)$13.5M total assets
Net assets$13.5MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$273.5K
Participant$865.1K
Full reported line items

Net assets

Total assets (EOY)
$13,525,141
Total liabilities (EOY)
$0
Net assets (EOY)
$13,525,141
Net assets (BOY)
$11,649,620

Income & contributions

Employer contributions
$273,541
Participant contributions
$865,097
Total income / additions
$3,580,948

Expenses & distributions

Benefits paid
$1,678,445
Administrative expenses
$6,517
Total expenses
$1,705,427
Net increase / (decrease)
$1,875,521
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 24%Participant 76%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income47%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages