Matson 401(k) match, vesting and fees
What Matson's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Pbmares LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Matson: employer contribution per participant | $1,115 | |
| Peer median | $1,076 |
| Matson: average balance | $291,039 | |
| Peer median | $31,804 |
| Matson: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.46% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $47.6M at the end of plan year 2021 to $50.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 306 | $50.3M | $193K | $1,115 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 243 | $43.8M | $0 | $0 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 251 | $37.7M | $0 | $0 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 244 | $47.6M | $0 | $0 | 0.05% | Not published | Form 5500 ↗ |
Other Matson plans (4)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Matson Individual Deferred Compensation and Profit Sharing Plan for Bargaining Unit Employees
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Matson, Inc. 401(k) and Profit Sharing Plan for Non-Bargaining Employees
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Pbmares LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Retirement Plan for Employees of Matson
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Pbmares (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Matson Pension Plan for Clerical Bu Ees
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Matson match 401(k) contributions?
The match terms for the Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees have not been published from its filing yet. The plan year 2024 filing reports $193K in employer contributions, about $1,115 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Matson 401(k) match vested?
The vesting schedule for the Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees is not in the data published so far. Your Summary Plan Description states it.
Who manages the Matson 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Matson, Inc..
I left Matson. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Matson, Inc., (510) 628-4000) or the recordkeeper, Fidelity Investments Institutional. The Matson old 401(k) page lists the contacts from every plan filing. Find an old Matson 401(k)
Data from the public Form 5500 annual reports Matson filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Matson. Not financial advice. Report a correction · Methodology