How big is Thomas A. Matoska's plan?

Thomas A. Matoska's plan reported $2.5M in assets and 2 participants for 2025.

Original filing (PDF)20260317100037NAL0002636419001

Thomas A. Matoska

Name: Thomas A. Matoska — Thomas A. Matoska Profit Sharing, Form 5500 (2025)
Creator: Thomas A. Matoska
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas A. Matoska Profit Sharing Plan

Defined-contribution retirement plan · Thomas A. Matoska's Thomas A. Matoska Profit Sharing Plan held $2.5M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Thomas Matoska signed Thomas A. Matoska's 2025 Form 5500 as plan administrator.

Thomas Matoska — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Thomas A. Matoska's EIN is 39-1866044.

EIN 39-1866044

Plan number 001

Plan year 2025

ACK ID 20260317100037NAL0002636419001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Thomas A. Matoska from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Thomas A. Matoska's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMAS A. MATOSKA.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

THOMAS A. MATOSKA

EIN

all filings

Address

S30W24670 SUNSET DR · WAUKESHA, WI · 53189

Phone

(262) 547-7000

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator