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  2. MATTEL, INC.
Sponsor portfolioTH

MATTEL, INC.

EIN 95-1567322-consumer goods-Latest filing 2025
Plans
5
Retirement
4
$1.75B assets
Welfare
1
$19.2M premiums
Participants
14,775
333 CONTINENTAL BLVD - EL SEGUNDO, CA 902455012310-252-2000mattel.comLinkedIn10001+ employeesconsumer goods
Plans on this EIN
5 filings
#002401k-$1.42B - 7,293 part#013CashBalance-$329.0M - 3,713 part#061TraditionalDB-$3.4M - 79 part#001ProfitSharing-$1.2M - 36 part#502Mixed-$19.2M - 7,242 lives

Retirement portfolio analytics

4 plans aggregated / $1.75B assets / 11,121 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • PERSONAL INVESTMENT PLAN (#002)81%
  • CASH BALANCE PLAN (#013)19%
  • MATTEL, INC. PENSION (#061)0%
  • MATTEL INVESTMENT PLAN (#001)0%
Total $1.75BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PERSONAL INVESTMENT PLAN (#002)7,293
  • CASH BALANCE PLAN (#013)3,713
  • MATTEL, INC. PENSION (#061)79
  • MATTEL INVESTMENT PLAN (#001)36
Total 11,121Click row to drill in

Benefits portfolio analytics

1 plan / $19.2M premiums / 7,242 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$15.8M
  • Prescription drug$15.7M
  • Other$2.5M
  • Life$1.5M
  • Long-term disability$735K
  • Dental$333K
Total $19.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • KAISER FOUNDATION HEALTH PLAN INC47%
  • INDEPENDENT HEALTH28%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY12%
  • GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN7%
  • MODERN HEALTH4%
  • +3 more
Total $19.2M8 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • AON CONSULTING INC48%
  • ERIC SHRADER39%
  • CUSTOM BENEFIT PROGRAMS INC13%
Total $88K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MATTEL, INC. PERSONAL INVESTMENT PLAN

401k

Assets$1.42B
Participants7,293
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#013

MATTEL CASH BALANCE PLAN

CashBalance

Assets$329.0M
Participants3,713
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#061

MATTEL, INC. PENSION PLAN

TraditionalDB

Assets$3.4M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MATTEL INVESTMENT PLAN

ProfitSharing

Assets$1.2M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MATTEL, INC. & SUBSIDIARIES GROUP BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$19.2M
Covered lives7,242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
002MATTEL, INC. PERSONAL INVESTMENT PLAN401k$1.42B7,2932025
013MATTEL CASH BALANCE PLANCashBalance$329.0M3,7132024
061MATTEL, INC. PENSION PLANTraditionalDB$3.4M792024
001MATTEL INVESTMENT PLANProfitSharing$1.2M362025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MATTEL, INC. & SUBSIDIARIES GROUP BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN INC.$19.2M7,2422025
Retirement plans
Welfare plans
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