Civic Intelligence

G.D. Mathews & Sons Inc.

Plan context: Mathews Retirement Trust

EIN 04-3069419 • Charlestown, MA • 26 filings • 1 plans

521 Medford StreetCharlestown, MA 02129
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,809,091

2024 Contributions

$90,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,374,625$1,187,313$0199920142023YearValue
$1,809,091Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1050199920112023YearValue
6Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$0$0-
Mathews Retirement Trust-0$0$0-
202316$1,809,091$90,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Mathews Retirement Trust-6$1,809,091$90,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
202216$1,550,782$0-
Mathews Retirement Trust-6$1,550,782--
202118$1,757,270$25,000$3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%.
Mathews Retirement Trust-8$1,757,270$25,000$3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%.
202018$1,647,891$200,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Mathews Retirement Trust-8$1,647,891$200,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201918$1,407,773$90,000$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
Mathews Retirement Trust-8$1,407,773$90,000$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
201818$1,247,347$75,000$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
Mathews Retirement Trust-8$1,247,347$75,000$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
201718$1,264,864$75,000$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
Mathews Retirement Trust-8$1,264,864$75,000$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
201619$1,735,742$60,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Mathews Retirement Trust-9$1,735,742$60,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
201519$1,668,408$0-
Mathews Retirement Trust-9$1,668,408$0-
201419$1,761,304$0-
Mathews Retirement Trust-9$1,761,304$0-
201319$1,748,451$34,000$3,778iApproximate average salary by contribution assumption: employee only about $94,444 at 4% or $62,963 at 6%; with 50% employer match about $62,963 at 4% or $41,975 at 6%; with 100% employer match about $47,222 at 4% or $31,481 at 6%.
Mathews Retirement Trust-9$1,748,451$34,000$3,778iApproximate average salary by contribution assumption: employee only about $94,444 at 4% or $62,963 at 6%; with 50% employer match about $62,963 at 4% or $41,975 at 6%; with 100% employer match about $47,222 at 4% or $31,481 at 6%.
2012110$2,374,625$90,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Mathews Retirement Trust-10$2,374,625$90,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
2011110$2,104,264$175,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Mathews Retirement Trust-10$2,104,264$175,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
2010110$2,016,957$180,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Mathews Retirement Trust-10$2,016,957$180,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
2009110$1,749,041$300,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Mathews Retirement Trust-10$1,749,041$300,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
200813$0$0-
Mathews Retirement Trust-3---
200713$0$0-
Mathews Retirement Trust-3---
200613$1,314,427$93,050$31,017iApproximate average salary by contribution assumption: employee only about $775,417 at 4% or $516,944 at 6%; with 50% employer match about $516,944 at 4% or $344,630 at 6%; with 100% employer match about $387,708 at 4% or $258,472 at 6%.
Mathews Retirement Trust-3$1,314,427$93,050$31,017iApproximate average salary by contribution assumption: employee only about $775,417 at 4% or $516,944 at 6%; with 50% employer match about $516,944 at 4% or $344,630 at 6%; with 100% employer match about $387,708 at 4% or $258,472 at 6%.
200513$1,162,330$43,550$14,517iApproximate average salary by contribution assumption: employee only about $362,917 at 4% or $241,944 at 6%; with 50% employer match about $241,944 at 4% or $161,296 at 6%; with 100% employer match about $181,458 at 4% or $120,972 at 6%.
Mathews Retirement Trust-3$1,162,330$43,550$14,517iApproximate average salary by contribution assumption: employee only about $362,917 at 4% or $241,944 at 6%; with 50% employer match about $241,944 at 4% or $161,296 at 6%; with 100% employer match about $181,458 at 4% or $120,972 at 6%.
200414$1,143,228$30,054$7,514iApproximate average salary by contribution assumption: employee only about $187,838 at 4% or $125,225 at 6%; with 50% employer match about $125,225 at 4% or $83,483 at 6%; with 100% employer match about $93,919 at 4% or $62,613 at 6%.
Mathews Retirement Trust-4$1,143,228$30,054$7,514iApproximate average salary by contribution assumption: employee only about $187,838 at 4% or $125,225 at 6%; with 50% employer match about $125,225 at 4% or $83,483 at 6%; with 100% employer match about $93,919 at 4% or $62,613 at 6%.
200315$1,089,225$43,542$8,708iApproximate average salary by contribution assumption: employee only about $217,710 at 4% or $145,140 at 6%; with 50% employer match about $145,140 at 4% or $96,760 at 6%; with 100% employer match about $108,855 at 4% or $72,570 at 6%.
Mathews Retirement Trust-5$1,089,225$43,542$8,708iApproximate average salary by contribution assumption: employee only about $217,710 at 4% or $145,140 at 6%; with 50% employer match about $145,140 at 4% or $96,760 at 6%; with 100% employer match about $108,855 at 4% or $72,570 at 6%.
200215$0$0-
Mathews Retirement Trust-5---
200117$0$0-
Mathews Retirement Trust-7---
200016$0$0-
Mathews Retirement Trust-6---
199917$874,059$56,479$8,068iApproximate average salary by contribution assumption: employee only about $201,711 at 4% or $134,474 at 6%; with 50% employer match about $134,474 at 4% or $89,649 at 6%; with 100% employer match about $100,855 at 4% or $67,237 at 6%.
Mathews Retirement Trust-7$874,059$56,479$8,068iApproximate average salary by contribution assumption: employee only about $201,711 at 4% or $134,474 at 6%; with 50% employer match about $134,474 at 4% or $89,649 at 6%; with 100% employer match about $100,855 at 4% or $67,237 at 6%.