Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MATTHEWS COMPANY INC
EIN 95-2793071investment managementLatest filing 2025
Plans
3
Retirement
3
$2.4M assets
Welfare
0
Participants
20
17220 NEWHOPE ST STE 108 - FOUNTAIN VALLEY, CA 927084260714-979-7181matthewsasia.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $2.4M assets / 20 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
THE MATTHEWS COMPANY, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MATTHEWS COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$528K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE MATTHEWS COMPANY, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$304K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE MATTHEWS COMPANY, INC. CASH BALANCE PENSION PLAN | CashBalance | $1.6M | 6 | 2025 | |
| 001 | MATTHEWS COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $528K | 8 | 2025 | |
| 002 | THE MATTHEWS COMPANY, INC. PROFIT SHARING PLAN | ProfitSharing | $304K | 6 | 2025 |
Retirement plans