How big is The Matheson Group's plan?

The Matheson Group's plan reported $498K in assets and 2 participants for 2024.

Original filing (PDF)20250612114151NAL0012889475001

The Matheson Group

Name: The Matheson Group — The Matheson Group 401(k), Form 5500 (2024)
Creator: The Matheson Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Matheson Group 401(k) Profit Sharing Plan

401(k) retirement plan · The Matheson Group's The Matheson Group 401(k) Profit Sharing Plan held $498K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$498K

Net assets (EOY)

$498K

Plan identifiers

The Matheson Group's EIN is 81-5331077.

EIN 81-5331077

Plan number 001

Plan year 2024

ACK ID 20250612114151NAL0012889475001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Matheson Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Matheson Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MATHESON GROUP.

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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 (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

THE MATHESON GROUP

EIN

all filings

Address

7 VIA DESTINO · SAN CLEMENTE, CA · 92673

Phone

(949) 903-1818

Industry

Finance & Insurance

Plan administrator