Employer · plans filed under one EIN
Matson, Inc.
Walnut Creek, CA · Transportation and warehousing
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
4 retirement plans with 100 or more participants file Form 5500 under Matson, Inc.'s employer identification number (Walnut Creek, California). Their latest filings total 4,223 participant records and $625M in net assets.
The largest is Matson, Inc. 401(k) and Profit Sharing Plan for Non-Bargaining Employees, a profit-sharing plan with 1,936 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $9.7M and participant contributions $14.9M in the latest plan years; benefits paid were $39.8M. Schedule C compensation reported to service provider organisations totalled $1.1M.
Combined net assets moved from $60.1M in 2009 to $625M in 2024 (up 940%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Matson, Inc. 401(k) and Profit Sharing Plan for Non-Bargaining Employees | profit-sharing plan | 2024 | 1,936 | $332M | $171,742 | $5,180 | $136K |
| Retirement Plan for Employees of Matson | cash balance pension plan | 2024 | 1,859 | $242M | $130,328 | $2,988 | $962K |
| Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees | 401(k) plan | 2024 | 306 | $50.3M | $164,542 | $665 | $14K |
| Matson Individual Deferred Compensation and Profit Sharing Plan for Bargaining Unit Employees | 401(k) plan | 2024 | 122 | — | — | — | $0 |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 4 | 4,223 | $625M | $9.7M | $14.9M |
| 2023 | 4 | 3,846 | $561M | $10.0M | $13.3M |
| 2022 | 4 | 3,787 | $492M | $15.2M | $12.7M |
| 2021 | 3 | 3,542 | $603M | $14.7M | $11.6M |
| 2020 | 3 | 3,479 | $541M | $14.3M | $10.3M |
| 2019 | 3 | 3,556 | $464M | $16.4M | $10.2M |
| 2018 | 3 | 3,558 | $393M | $10.6M | $9.3M |
| 2017 | 3 | 3,475 | $422M | $4.2M | $8.7M |
| 2016 | 3 | 3,559 | $388M | $5.1M | $7.9M |
| 2015 | 3 | 3,236 | $376M | $10.8M | $6.3M |
| 2014 | 3 | 2,890 | $338M | $9.6M | $5.8M |
| 2013 | 2 | 1,217 | $148M | $2.6M | $5.6M |
| 2012 | 2 | 1,223 | $124M | $3.0M | $6.4M |
| 2011 | 1 | 1,712 | $133M | $13.4M | $0 |
| 2010 | 2 | 2,219 | $163M | $6,000 | $857K |
| 2009 | 2 | 2,136 | $60.1M | $5,000 | $850K |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| The London Company | — | 1 | $192,784 |
| Anchor Capital | — | 1 | $172,155 |
| Morgan Stanley | Investment advisory (plan) | 1 | $161,207 |
| Fidelity Investments Institutional | Participant loan processing | 2 | $149,529 |
| Cambria Investors, LLC | — | 1 | $118,844 |
| Allspring Global Investment, LLC | — | 1 | $113,561 |
| Oakhurst Capital Management, LLC | Investment management | 1 | $84,733 |
| Boyd Watterson Asset Management | Investment management | 1 | $48,977 |
| Scharf Investments, LLC | Investment management | 1 | $43,938 |
| J.P. Morgan Investment Manager | Investment management; Investment advisory (plan) | 1 | $25,902 |
| Prudential Insurance Company of Ame | — | 1 | $0 |
| Wells Fargo/capital | — | 1 | $0 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Matson, Inc. have?
4 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Matson, Inc. 401(k) and Profit Sharing Plan for Non-Bargaining Employees, Retirement Plan for Employees of Matson, Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees and Matson Individual Deferred Compensation and Profit Sharing Plan for Bargaining Unit Employees. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Matson, Inc. contribute to its plans?
$9,704,956 in employer contributions across these plans in their latest plan years, about $3,804 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name The London Company, Anchor Capital, Morgan Stanley and Fidelity Investments Institutional and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.