Department of Labor filing

MATHENY MOTOR TRUCK COMPANY

MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN · For the plan year ended Dec 31, 2023

Public filing 2023 · received Mar 4, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

63filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$910

Reported employer contributions per active participant.

Higher than about 51% of comparable plans

#People in the filing

293

Active participants reported for 2023.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$23 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 89% of comparable plans

↗Investment performance

Not available

Plan assets changed 29.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202363out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions51st percentileTypical peer $893 · based on 937 comparable plans

Lower reported administrative expense89th percentileTypical peer $149 · based on 1,003 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2023, MATHENY MOTOR TRUCK COMPANY reported $266,520 in employer contributions across the plan and 293 active participants. That works out to $910 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy72%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 15.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 60.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context63/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $266,520
Participant contributions: $941,265
Other contributions: $147,611
Employer share of reported contributions: 22.1%
Beginning assets: $7,502,988
Ending assets: $9,729,458
Ending net assets: $9,729,458
Ending liabilities: Not reported
Total income: $2,580,316
Total expenses: $353,846
Administrative expenses: $9,228
Participant loans: $180,509

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$786

2023

$910

Plan-paid administrative expenses per participant

2022

$14

2023

$23

Active participants

2022

279

2023

293

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2023	$910	293	9.7M	20250304132004NAL0006981761001
2022	$786	279	7.5M	20231013123747NAL0022688883001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.9%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 550320770-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1988
Industry: Retail trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Current plan terms

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Filing ACK_ID20250304132004NAL0006981761001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗