Find an old Matson 401(k)
Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees
Matson, Inc. · Plan 022 · EIN 99-0032630 · Walnut Creek, CA
| Plan administrator | Matson, Inc. 2121 N. California Blvd., Suite 500, Walnut Creek, CA 94596 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 9 separated participants still had money in the plan | Form 5500 ↗ |
Matson Individual Deferred Compensation and Profit Sharing Plan for Bargaining Unit Employees
Matson, Inc. · Plan 015 · EIN 99-0032630 · Walnut Creek, CA
| Plan administrator | Matson, Inc. 2121 N. California Blvd., Suite 500, Walnut Creek, CA 94596 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 13 separated participants still had money in the plan | Form 5500 ↗ |
Matson, Inc. 401(k) and Profit Sharing Plan for Non-Bargaining Employees
Matson, Inc. · Plan 016 · EIN 99-0032630 · Walnut Creek, CA
| Plan administrator | Matson, Inc. 2121 N. California Blvd., Suite 500, Walnut Creek, CA 94596 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 501 separated participants still had money in the plan | Form 5500 ↗ |
Retirement Plan for Employees of Matson
Matson, Inc. · Plan 014 · EIN 99-0032630 · Walnut Creek, CA
| Plan administrator | Matson, Inc. 2121 N. California Blvd, Suite 500, Walnut Creek, CA 94596 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 286 separated participants still had money in the plan | Form 5500 ↗ |
Matson Pension Plan for Clerical Bu Ees
Matson, Inc. · Plan 021 · EIN 99-0032630 · Oakland, CA
| Plan administrator | Matson, Inc. 555 12th Street, Oakland, CA 94607 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2022 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Matson 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Matson 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Matson, Inc., (510) 628-4000. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.
What is the Matson 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (510) 628-4000.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Matson and does not hold accounts. Not financial advice. Report a correction