How big is Matson, Inc.'s plan?

Matson, Inc.'s plan reported $50.3M in assets and 290 participants for 2024.

Original filing (PDF)20251003195138NAL0004216482001

Matson, Inc.

Name: Matson, Inc. — Matson and Subsidiaries 401(k), Form 5500 (2024)
Creator: Matson, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining UNIT Employees

401(k) retirement plan · Matson, Inc.'s Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining UNIT Employees held $50.3M in plan assets for 290 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

290

Accounts w/ balance

173

Plan assets (EOY)

$50.3M

Net assets (EOY)

$50.3M

People on this filing

Jeffrey Moses signed Matson, Inc.'s 2024 Form 5500 as plan administrator.

Jeffrey Moses — 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

Matson, Inc.'s EIN is 99-0032630.

EIN 99-0032630

Plan number 022

Plan year 2024

ACK ID 20251003195138NAL0004216482001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Matson, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Matson, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).
Bottom-decile employer contributions per participant (7th percentile).

Helping the score

High average account balance (91st percentile).

Plan sponsor

Name

MATSON, INC.

EIN

all filings

Address

2121 N. CALIFORNIA BLVD. · SUITE 500 · WALNUT CREEK, CA · 94596

Phone

(510) 628-4000

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

022

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$14K	—

Investments

1 pooled fund· $50.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.