Matson And Subsidiaries 401(K) Retirement Savings 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 And Subsidiaries 401(K) Retirement Savings Plan For Bargaining Unit Employees is a benefit plan reported by Matson, Inc. under EIN 99-0032630 and plan number 022. The latest loaded filing year is 2023. The filing reports 251 participants and $43,752,091 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$43.8MPlan net assets, end of year$43,752,091
Participants251Covered participants reported
Assets / participant$174.3KComputed: assets ÷ participants$174,311 (computed)
Provider compensation$12.9K1 Schedule C provider row(s)$12,914
- Plan sponsor
- Matson, Inc.
- EIN
- 99-0032630
- Plan number
- 022
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20241009191154NAL0019834801001 |
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)$43.8M total assets
Net assets$43.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $43,752,091
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,752,091
- Net assets (BOY)
- $37,740,767
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,501,227
- Total contributions
- $3,068,122
- Total income / additions
- $11,697,179
Expenses & distributions
- Benefits paid
- $5,672,941
- Administrative expenses
- $12,914
- Total expenses
- $5,685,855
- Net increase / (decrease)
- $6,011,324
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.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income48%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $12,914 | not reported in the loaded dataset | 2023 |