Mathews Management Inc.
Plan context: Mathews Management Inc. Wealthbuilder 401K Plan
EIN 71-0779272 • 41 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
685
2024 Assets
$3,519,968
2024 Contributions
$582,406
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 685 | $3,519,968 | $582,406 | $850iApproximate average salary by contribution assumption: employee only about $21,256 at 4% or $14,170 at 6%; with 50% employer match about $14,170 at 4% or $9,447 at 6%; with 100% employer match about $10,628 at 4% or $7,085 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 685 | $3,519,968 | $582,406 | $850iApproximate average salary by contribution assumption: employee only about $21,256 at 4% or $14,170 at 6%; with 50% employer match about $14,170 at 4% or $9,447 at 6%; with 100% employer match about $10,628 at 4% or $7,085 at 6%. |
| Mathews Management Inc. Health Plan | - | 301 | - | - | - |
| 2023 | 2 | 640 | $2,862,471 | $539,005 | $842iApproximate average salary by contribution assumption: employee only about $21,055 at 4% or $14,037 at 6%; with 50% employer match about $14,037 at 4% or $9,358 at 6%; with 100% employer match about $10,527 at 4% or $7,018 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 640 | $2,862,471 | $539,005 | $842iApproximate average salary by contribution assumption: employee only about $21,055 at 4% or $14,037 at 6%; with 50% employer match about $14,037 at 4% or $9,358 at 6%; with 100% employer match about $10,527 at 4% or $7,018 at 6%. |
| Mathews Management Inc. Health Plan | - | 199 | - | - | - |
| 2022 | 2 | 738 | $2,206,377 | $324,414 | $440iApproximate average salary by contribution assumption: employee only about $10,990 at 4% or $7,326 at 6%; with 50% employer match about $7,326 at 4% or $4,884 at 6%; with 100% employer match about $5,495 at 4% or $3,663 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 738 | $2,206,377 | $324,414 | $440iApproximate average salary by contribution assumption: employee only about $10,990 at 4% or $7,326 at 6%; with 50% employer match about $7,326 at 4% or $4,884 at 6%; with 100% employer match about $5,495 at 4% or $3,663 at 6%. |
| Mathews Management Inc. Health Plan | - | 200 | - | - | - |
| 2021 | 2 | 556 | $2,297,445 | $330,183 | $594iApproximate average salary by contribution assumption: employee only about $14,846 at 4% or $9,898 at 6%; with 50% employer match about $9,898 at 4% or $6,598 at 6%; with 100% employer match about $7,423 at 4% or $4,949 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 556 | $2,297,445 | $330,183 | $594iApproximate average salary by contribution assumption: employee only about $14,846 at 4% or $9,898 at 6%; with 50% employer match about $9,898 at 4% or $6,598 at 6%; with 100% employer match about $7,423 at 4% or $4,949 at 6%. |
| Mathews Management Inc. Health Plan | - | 336 | - | - | - |
| 2020 | 2 | 623 | $2,232,876 | $261,795 | $420iApproximate average salary by contribution assumption: employee only about $10,505 at 4% or $7,004 at 6%; with 50% employer match about $7,004 at 4% or $4,669 at 6%; with 100% employer match about $5,253 at 4% or $3,502 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 623 | $2,232,876 | $261,795 | $420iApproximate average salary by contribution assumption: employee only about $10,505 at 4% or $7,004 at 6%; with 50% employer match about $7,004 at 4% or $4,669 at 6%; with 100% employer match about $5,253 at 4% or $3,502 at 6%. |
| Mathews Management Inc. Health Plan | - | 268 | - | - | - |
| 2019 | 3 | 647 | $2,022,349 | $247,353 | $382iApproximate average salary by contribution assumption: employee only about $9,558 at 4% or $6,372 at 6%; with 50% employer match about $6,372 at 4% or $4,248 at 6%; with 100% employer match about $4,779 at 4% or $3,186 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 647 | $2,022,349 | $247,353 | $382iApproximate average salary by contribution assumption: employee only about $9,558 at 4% or $6,372 at 6%; with 50% employer match about $6,372 at 4% or $4,248 at 6%; with 100% employer match about $4,779 at 4% or $3,186 at 6%. |
| Mathews Management Inc. Health Plan | - | 233 | - | - | - |
| Mathews Management Inc. Metlife Plan | - | 274 | - | - | - |
| 2018 | 3 | 621 | $1,599,248 | $197,753 | $318iApproximate average salary by contribution assumption: employee only about $7,961 at 4% or $5,307 at 6%; with 50% employer match about $5,307 at 4% or $3,538 at 6%; with 100% employer match about $3,981 at 4% or $2,654 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 621 | $1,599,248 | $197,753 | $318iApproximate average salary by contribution assumption: employee only about $7,961 at 4% or $5,307 at 6%; with 50% employer match about $5,307 at 4% or $3,538 at 6%; with 100% employer match about $3,981 at 4% or $2,654 at 6%. |
| Mathews Management Inc. Metlife Plan | - | 281 | - | - | - |
| Mathews Management Inc. Health Plan | - | 241 | - | - | - |
| 2017 | 3 | 594 | $1,683,803 | $169,650 | $286iApproximate average salary by contribution assumption: employee only about $7,140 at 4% or $4,760 at 6%; with 50% employer match about $4,760 at 4% or $3,173 at 6%; with 100% employer match about $3,570 at 4% or $2,380 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 594 | $1,683,803 | $169,650 | $286iApproximate average salary by contribution assumption: employee only about $7,140 at 4% or $4,760 at 6%; with 50% employer match about $4,760 at 4% or $3,173 at 6%; with 100% employer match about $3,570 at 4% or $2,380 at 6%. |
| Mathews Management Inc. Metlife Plan | - | 254 | - | - | - |
| Mathews Management Inc. Health Plan | - | 192 | - | - | - |
| 2016 | 3 | 528 | $1,365,632 | $245,460 | $465iApproximate average salary by contribution assumption: employee only about $11,622 at 4% or $7,748 at 6%; with 50% employer match about $7,748 at 4% or $5,165 at 6%; with 100% employer match about $5,811 at 4% or $3,874 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 528 | $1,365,632 | $245,460 | $465iApproximate average salary by contribution assumption: employee only about $11,622 at 4% or $7,748 at 6%; with 50% employer match about $7,748 at 4% or $5,165 at 6%; with 100% employer match about $5,811 at 4% or $3,874 at 6%. |
| Mathews Management Inc. Metlife Plan | - | 231 | - | - | - |
| Mathews Management Inc. Health Plan | - | 186 | - | - | - |
| 2015 | 3 | 502 | $1,333,423 | $169,925 | $338iApproximate average salary by contribution assumption: employee only about $8,462 at 4% or $5,642 at 6%; with 50% employer match about $5,642 at 4% or $3,761 at 6%; with 100% employer match about $4,231 at 4% or $2,821 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 502 | $1,333,423 | $169,925 | $338iApproximate average salary by contribution assumption: employee only about $8,462 at 4% or $5,642 at 6%; with 50% employer match about $5,642 at 4% or $3,761 at 6%; with 100% employer match about $4,231 at 4% or $2,821 at 6%. |
| Mathews Management Inc. Health Plan | - | 162 | - | - | - |
| Mathews Management Inc. Metlife Plan | - | 203 | - | - | - |
| 2014 | 1 | 460 | $1,352,744 | $151,231 | $329iApproximate average salary by contribution assumption: employee only about $8,219 at 4% or $5,479 at 6%; with 50% employer match about $5,479 at 4% or $3,653 at 6%; with 100% employer match about $4,110 at 4% or $2,740 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 460 | $1,352,744 | $151,231 | $329iApproximate average salary by contribution assumption: employee only about $8,219 at 4% or $5,479 at 6%; with 50% employer match about $5,479 at 4% or $3,653 at 6%; with 100% employer match about $4,110 at 4% or $2,740 at 6%. |
| 2013 | 1 | 457 | $1,207,771 | $174,099 | $381iApproximate average salary by contribution assumption: employee only about $9,524 at 4% or $6,349 at 6%; with 50% employer match about $6,349 at 4% or $4,233 at 6%; with 100% employer match about $4,762 at 4% or $3,175 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 457 | $1,207,771 | $174,099 | $381iApproximate average salary by contribution assumption: employee only about $9,524 at 4% or $6,349 at 6%; with 50% employer match about $6,349 at 4% or $4,233 at 6%; with 100% employer match about $4,762 at 4% or $3,175 at 6%. |
| 2012 | 1 | 1,047 | $971,715 | $148,292 | $142iApproximate average salary by contribution assumption: employee only about $3,541 at 4% or $2,361 at 6%; with 50% employer match about $2,361 at 4% or $1,574 at 6%; with 100% employer match about $1,770 at 4% or $1,180 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 1,047 | $971,715 | $148,292 | $142iApproximate average salary by contribution assumption: employee only about $3,541 at 4% or $2,361 at 6%; with 50% employer match about $2,361 at 4% or $1,574 at 6%; with 100% employer match about $1,770 at 4% or $1,180 at 6%. |
| 2011 | 1 | 695 | $822,341 | $151,556 | $218iApproximate average salary by contribution assumption: employee only about $5,452 at 4% or $3,634 at 6%; with 50% employer match about $3,634 at 4% or $2,423 at 6%; with 100% employer match about $2,726 at 4% or $1,817 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 695 | $822,341 | $151,556 | $218iApproximate average salary by contribution assumption: employee only about $5,452 at 4% or $3,634 at 6%; with 50% employer match about $3,634 at 4% or $2,423 at 6%; with 100% employer match about $2,726 at 4% or $1,817 at 6%. |
| 2010 | 1 | 439 | $752,684 | $128,280 | $292iApproximate average salary by contribution assumption: employee only about $7,305 at 4% or $4,870 at 6%; with 50% employer match about $4,870 at 4% or $3,247 at 6%; with 100% employer match about $3,653 at 4% or $2,435 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 439 | $752,684 | $128,280 | $292iApproximate average salary by contribution assumption: employee only about $7,305 at 4% or $4,870 at 6%; with 50% employer match about $4,870 at 4% or $3,247 at 6%; with 100% employer match about $3,653 at 4% or $2,435 at 6%. |
| 2009 | 1 | 449 | $683,504 | $144,029 | $321iApproximate average salary by contribution assumption: employee only about $8,019 at 4% or $5,346 at 6%; with 50% employer match about $5,346 at 4% or $3,564 at 6%; with 100% employer match about $4,010 at 4% or $2,673 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 449 | $683,504 | $144,029 | $321iApproximate average salary by contribution assumption: employee only about $8,019 at 4% or $5,346 at 6%; with 50% employer match about $5,346 at 4% or $3,564 at 6%; with 100% employer match about $4,010 at 4% or $2,673 at 6%. |
| 2008 | 1 | 331 | $542,737 | $162,519 | $491iApproximate average salary by contribution assumption: employee only about $12,275 at 4% or $8,183 at 6%; with 50% employer match about $8,183 at 4% or $5,455 at 6%; with 100% employer match about $6,137 at 4% or $4,092 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 331 | $542,737 | $162,519 | $491iApproximate average salary by contribution assumption: employee only about $12,275 at 4% or $8,183 at 6%; with 50% employer match about $8,183 at 4% or $5,455 at 6%; with 100% employer match about $6,137 at 4% or $4,092 at 6%. |
| 2007 | 1 | 379 | $698,704 | $179,720 | $474iApproximate average salary by contribution assumption: employee only about $11,855 at 4% or $7,903 at 6%; with 50% employer match about $7,903 at 4% or $5,269 at 6%; with 100% employer match about $5,927 at 4% or $3,952 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 379 | $698,704 | $179,720 | $474iApproximate average salary by contribution assumption: employee only about $11,855 at 4% or $7,903 at 6%; with 50% employer match about $7,903 at 4% or $5,269 at 6%; with 100% employer match about $5,927 at 4% or $3,952 at 6%. |
| 2006 | 1 | 242 | $405,094 | $101,030 | $417iApproximate average salary by contribution assumption: employee only about $10,437 at 4% or $6,958 at 6%; with 50% employer match about $6,958 at 4% or $4,639 at 6%; with 100% employer match about $5,218 at 4% or $3,479 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 242 | $405,094 | $101,030 | $417iApproximate average salary by contribution assumption: employee only about $10,437 at 4% or $6,958 at 6%; with 50% employer match about $6,958 at 4% or $4,639 at 6%; with 100% employer match about $5,218 at 4% or $3,479 at 6%. |
| 2005 | 1 | 479 | $405,094 | $101,030 | $211iApproximate average salary by contribution assumption: employee only about $5,273 at 4% or $3,515 at 6%; with 50% employer match about $3,515 at 4% or $2,344 at 6%; with 100% employer match about $2,636 at 4% or $1,758 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 479 | $405,094 | $101,030 | $211iApproximate average salary by contribution assumption: employee only about $5,273 at 4% or $3,515 at 6%; with 50% employer match about $3,515 at 4% or $2,344 at 6%; with 100% employer match about $2,636 at 4% or $1,758 at 6%. |
| 2004 | 1 | 480 | $303,150 | $56,816 | $118iApproximate average salary by contribution assumption: employee only about $2,959 at 4% or $1,973 at 6%; with 50% employer match about $1,973 at 4% or $1,315 at 6%; with 100% employer match about $1,480 at 4% or $986 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 480 | $303,150 | $56,816 | $118iApproximate average salary by contribution assumption: employee only about $2,959 at 4% or $1,973 at 6%; with 50% employer match about $1,973 at 4% or $1,315 at 6%; with 100% employer match about $1,480 at 4% or $986 at 6%. |
| 2003 | 1 | 482 | $228,704 | $55,301 | $115iApproximate average salary by contribution assumption: employee only about $2,868 at 4% or $1,912 at 6%; with 50% employer match about $1,912 at 4% or $1,275 at 6%; with 100% employer match about $1,434 at 4% or $956 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 482 | $228,704 | $55,301 | $115iApproximate average salary by contribution assumption: employee only about $2,868 at 4% or $1,912 at 6%; with 50% employer match about $1,912 at 4% or $1,275 at 6%; with 100% employer match about $1,434 at 4% or $956 at 6%. |
| 2002 | 1 | 331 | $161,536 | $70,739 | $214iApproximate average salary by contribution assumption: employee only about $5,343 at 4% or $3,562 at 6%; with 50% employer match about $3,562 at 4% or $2,375 at 6%; with 100% employer match about $2,671 at 4% or $1,781 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 331 | $161,536 | $70,739 | $214iApproximate average salary by contribution assumption: employee only about $5,343 at 4% or $3,562 at 6%; with 50% employer match about $3,562 at 4% or $2,375 at 6%; with 100% employer match about $2,671 at 4% or $1,781 at 6%. |
| 2001 | 1 | 274 | $174,344 | $86,262 | $315iApproximate average salary by contribution assumption: employee only about $7,871 at 4% or $5,247 at 6%; with 50% employer match about $5,247 at 4% or $3,498 at 6%; with 100% employer match about $3,935 at 4% or $2,624 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 274 | $174,344 | $86,262 | $315iApproximate average salary by contribution assumption: employee only about $7,871 at 4% or $5,247 at 6%; with 50% employer match about $5,247 at 4% or $3,498 at 6%; with 100% employer match about $3,935 at 4% or $2,624 at 6%. |
| 2000 | 1 | 283 | $116,198 | $86,291 | $305iApproximate average salary by contribution assumption: employee only about $7,623 at 4% or $5,082 at 6%; with 50% employer match about $5,082 at 4% or $3,388 at 6%; with 100% employer match about $3,811 at 4% or $2,541 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 283 | $116,198 | $86,291 | $305iApproximate average salary by contribution assumption: employee only about $7,623 at 4% or $5,082 at 6%; with 50% employer match about $5,082 at 4% or $3,388 at 6%; with 100% employer match about $3,811 at 4% or $2,541 at 6%. |
| 1999 | 1 | 42 | $39,134 | $34,570 | $823iApproximate average salary by contribution assumption: employee only about $20,577 at 4% or $13,718 at 6%; with 50% employer match about $13,718 at 4% or $9,146 at 6%; with 100% employer match about $10,289 at 4% or $6,859 at 6%. |
| Mathews Management Inc. Wealthbuilder 401K Plan | - | 42 | $39,134 | $34,570 | $823iApproximate average salary by contribution assumption: employee only about $20,577 at 4% or $13,718 at 6%; with 50% employer match about $13,718 at 4% or $9,146 at 6%; with 100% employer match about $10,289 at 4% or $6,859 at 6%. |