Matheson Trucking, Inc. 401(k) Plan: Login, Facts & Contact Information

Matheson Trucking, Inc. 401(k) Plan Facts

Plan name
MATHESON TRUCKING, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MATHESON TRUCKING, INC.
Participants
5,077 (1,035 active employees)
Former employees with a balance
3,267
Plan assets
$28,206,267 at Dec 31, 2023
Average account balance
$6,550 across 4,306 accounts
Employer contributions
$1,205,175 in plan year 2023 (17% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2023 – Dec 31, 2023
Plan established
Jan 1, 1991
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Dec 31, 2023), filed Oct 14, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $6.92 million went into the plan in contributions, $1.21 million of it from the employer (17%).
  • $10.4 million was paid out to participants.
  • Investment and other income added $4.42 million.
  • Administrative expenses were $283,840, about $66 per account.

How the Matheson Trucking, Inc. 401(k) changed, 2018–2023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20182,353$19.8 million$1.21 million$3.41 million
20192,213$23.9 million$1.13 million$3.48 million
20202,821$27.0 million$1.18 million$4.08 million
20212,979$31.4 million$1.16 million$4.14 million
20224,241$27.6 million$1.33 million$5.81 million
20235,077$28.2 million$1.21 million$10.4 million

Matheson Trucking, Inc. 401(k) Contact Information

Phone
916-504-4756
Mailing address
9785 GOETHE ROAD, SACRAMENTO CA 95827
Plan sponsor
MATHESON TRUCKING, INC.
Employer identification number (EIN)
94-1578272
Plan number
002

Questions about the Matheson Trucking, Inc. 401(k)

Does Matheson Trucking, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $1.21 million, 17% of all contributions.

Does the Matheson Trucking, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Matheson Trucking, Inc 401(k) plan?

5,077 participants at the start of plan year 2023, 1,035 of them active employees, and 3,267 former employees who still had money in the plan.

What is the average 401(k) balance at Matheson Trucking, Inc?

About $6,550 per account: $28.2 million in plan assets across 4,306 accounts with a balance at the end of plan year 2023.

Who manages the Matheson Trucking, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Matheson Trucking, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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