· 2022–2024 · DOL EFAST2

J.L. Matthews Co., Inc. — J.L. Matthews Co., Form 5500 (2025)

Original filing (PDF)20260528103144NAL0016591266001

J.L. Matthews Co., Inc.

Form 5500-SF

FILING_RECEIVED

J.L. Matthews Co., Inc.401(k) Savings Plan

401(k) retirement plan · J.L. Matthews Co., Inc.'s J.L. Matthews Co., Inc.401(k) Savings Plan held $1.3M in plan assets for 12 participants in 2025.

Active participants

12

Accounts w/ balance

10

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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

48

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J.L. MATTHEWS CO., INC..

Plan sponsor

Name

J.L. MATTHEWS CO., INC.

EIN

75-1463204all filings

Address

620 FELIX STREET · FT. WORTH, TX · 76115

Phone

(817) 924-4569

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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