Matson 401(k) and pension plans

Matson, Inc., Walnut Creek, CA. EIN 99-0032630. Annual reports 2009–2024. Also filed as Alexander & Baldwin, Inc.; Matson Navigation Company, Inc.; Alexander & Baldwin, Inc. Hawaiian Commercial & Sugar Company; Alexander & Baldwin, LLC.

Matson, Inc. has 4 active retirement plans on file. The largest is the Matson, Inc. 401(k) and Profit Sharing Plan for Non-Bargaining Employees, with 1,936 participants and $332 million in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans: 4
Participants: 4,223
Plan assets: $641 million
401(k) recordkeeper: Fidelity
Plans on file: 13
Industry: Transportation and warehousing

All 13 plans

Active plans first

Matson, Inc. 401(k) and Profit Sharing Plan for Non-Bargaining Employees

Profit-sharing planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 016Employer EIN 99-0032630
Participants (2024): 1,936
Net assets (2024): $332 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Matson, Inc.
2121 N. California BLVD., Suite 500
Walnut Creek, CA 94596
(510) 628-4000As filed for 2024
In effect since: July 1, 1983

Plans merged into this one: Alexander & Baldwin, Inc. Individual Deferred Compensation Plan (2010); Horizon Lines Savings and Investment Plan (2015).

Earlier sponsor: Alexander & Baldwin, Inc. (2009–2011).

Earlier plan names: Alexander & Baldwin, Inc. Profit Sharing Plan; A & B Individual Deferred Compensation and Profit Sharing Plan for Salaried Non-Bargaining Employees; Matson Individual Deferred Compensation and Profit Sharing Plan for Salaried Non-Bargaining Employees.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,936	$332 million	Fidelity
2023	1,652	$286 million	Fidelity
2022	1,662	$239 million	Fidelity
2021	1,567	$310 million	Fidelity
2020	1,511	$280 million	Fidelity
2019	1,596	$229 million	not listed
2018	1,610	$201 million	not listed
2017	1,556	$211 million	Fidelity
2016	1,506	$186 million	Fidelity
2015	1,240	$181 million	Fidelity
2014	956	$137 million	Fidelity
2013	942	$129 million	Fidelity
2012	1,008	$109 million	Fidelity
2011	1,342	$142 million	Fidelity
2010	1,436	$150 million	not listed
2009	1,378	$50.6 million	Fidelity

Retirement Plan for Employees of Matson

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 014Employer EIN 99-0032630
Participants (2024): 1,859
Net assets (2024): $242 million
Plan administrator: Matson, Inc.
2121 N. California BLVD, Suite 500
Walnut Creek, CA 94596
(510) 628-4000As filed for 2024
In effect since: July 1, 1951

Plans merged into this one: Matson Pension Plan for Clerical Bu Ees (2022).

Earlier sponsor: Matson Navigation Company, Inc. (2009–2010).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,859	$242 million	not listed
2023	1,838	$231 million	not listed
2022	1,765	$215 million	not listed
2021	1,731	$245 million	not listed
2020	1,728	$219 million	not listed
2019	1,713	$201 million	not listed
2018	1,689	$166 million	not listed
2017	1,673	$184 million	not listed
2016	1,808	$179 million	not listed
2015	1,754	$174 million	not listed
2014	1,686	$180 million	not listed
2013	1,701	$175 million	not listed
2012	1,700	$150 million	not listed
2011	1,712	$133 million	not listed
2010	1,699	$136 million	not listed
2009	1,537	$127 million	not listed

Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 022Employer EIN 99-0032630
Participants (2024): 306
Net assets (2024): $50.3 million
Recordkeeper: Fidelity2020–2024
Plan administrator: Matson, Inc.
2121 N. California BLVD., Suite 500
Walnut Creek, CA 94596
(510) 628-4000As filed for 2024
In effect since: July 1, 1995

Earlier plan names: Matson Navigation Co., Inc. & Subsidiaries 401K Retirement Savings Plan for Bargaining Unit Employees; Matson & Subsidiaries 401K Retirement Savings Plan for Bargaining Unit Employees.

Year by year, 2012 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	306	$50.3 million	Fidelity
2023	243	$43.8 million	Fidelity
2022	251	$37.7 million	Fidelity
2021	244	$47.6 million	Fidelity
2020	240	$41.8 million	Fidelity
2019	247	$34.1 million	not listed
2018	259	$26.5 million	not listed
2017	246	$27.1 million	not listed
2016	245	$22.6 million	not listed
2015	242	$21.1 million	not listed
2014	248	$20.9 million	not listed
2013	275	$18.7 million	not listed
2012	215	$14.9 million	not listed

Matson Individual Deferred Compensation and Profit Sharing Plan for Bargaining Unit Employees

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 015Employer EIN 99-0032630
Participants (2024): 122
Net assets (2024): $16.2 million
Last listed recordkeeper: Fidelity2009
Plan administrator: Matson, Inc.
2121 N. California BLVD., Suite 500
Walnut Creek, CA 94596
(510) 628-4000As filed for 2024
In effect since: June 1, 1995

Plans merged into this one: Alexander & Baldwin, Inc. Profit Sharing Retirement Plan for Bargaining Unit Employees (2010); Matson Navigation Co., Inc. & Subsidiaries 401K Retirement Savings Plan for Bargaining Unit Employees (2011).

Earlier sponsor: Alexander & Baldwin, Inc. (2009–2011).

Earlier plan names: Alexander & Baldwin, Inc. Retirement Savings Plan for Bargaining Unit Employees; A & B Individual Deferred Compensation and Profit Sharing Plan for Bargaining Unit Employees.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	122	$16.2 million	not listed
2023	113	$13.5 million	not listed
2022	109	$11.6 million	not listed
2021	99	$12.5 million	not listed
2020	97	$12.4 million	not listed
2019	84	$11.3 million	not listed
2018	38	$4.3 million	not listed
2017	37	$4.6 million	not listed
2016	17	$1.2 million	not listed
2015	19	$1.3 million	not listed
2014	18	$1.6 million	not listed
2013	22	$1.9 million	not listed
2012	23	$2.2 million	not listed
2011	855	$13.7 million	not listed
2010	783	$13.4 million	not listed
2009	758	$9.5 million	Fidelity

Matson Pension Plan for Clerical Bu Ees

Pension (defined benefit)Merged

Merged. In 2022 its assets moved to the Retirement Plan for Employees of Matson, sponsored by Matson, Inc. (EIN 99-0032630, plan 014). Accounts moved with them, so that plan is the one to contact.

Plan number: 021Employer EIN 99-0032630
Participants (2021): 11
Net assets (2021): $3.1 million
Plan administrator: Matson, Inc.
555 12TH Street
Oakland, CA 94607
(510) 628-4000As filed for 2022
In effect since: January 1, 1998

Earlier sponsor: Matson Navigation Company, Inc. (2009).

Year by year, 2009 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	not listed
2021	11	$3.1 million	not listed
2020	12	$2.8 million	not listed
2019	13	$2.7 million	not listed
2018	12	$2.3 million	not listed
2017	12	$2.6 million	not listed
2016	11	$2.4 million	not listed
2015	11	$2.7 million	not listed
2014	12	$2.9 million	not listed
2013	12	$2.8 million	not listed
2012	13	$2.4 million	not listed
2011	12	$2.1 million	not listed
2009	10	$2.0 million	not listed

Pension Plan for Employees of A&b Agricultural Companies

Pension (defined benefit)Merged

Merged. In 2011 its assets moved to the A&b Retirement Plan for Salaried Employees, sponsored by Matson, Inc. (EIN 99-0032630, plan 005). Accounts moved with them, so that plan is the one to contact.

Plan number: 009Employer EIN 80-0819474
Participants (2011): 1,835
Net assets (2011): $80.5 million
Plan administrator: Alexander & Baldwin, Inc.
822 Bishop Street
Honolulu, HI 96813
(808) 525-8495As filed for 2011
In effect since: January 1, 1954

Plans merged into this one: HC&S Pension Plan for Salaried Bargaining Unit Employees (2009); A&b Retirement Plan for Salaried Employees of Alexander & Baldwin, Inc. (2011); A&b Retirement Plan for Sal'D Ees of Hawaiian Commercial & Sugar Co. (2009).

Earlier sponsor: Alexander & Baldwin, Inc. Hawaiian Commercial & Sugar Company (2009–2010).

Year by year, 2009 to 2011

Plan year	Participants	Net assets	Recordkeeper
2011	1,835	$80.5 million	not listed
2010	1,879	$91.2 million	not listed
2009	1,576	$85.1 million	not listed

A&b Retirement Plan for Salaried Employees of Alexander & Baldwin, Inc.

Pension (defined benefit)Merged

Merged. In 2011 its assets moved to the Pension Plan for Employees of A&b Agricultural Companies, sponsored by Matson, Inc. (EIN 99-0032630, plan 009). Accounts moved with them, so that plan is the one to contact.

Plan number: 005Employer EIN 80-0819474
Participants (2011): 528
Net assets (2011): $40.9 million
Plan administrator: Alexander & Baldwin, Inc.
822 Bishop Street
Honolulu, HI 96813
(808) 525-8495As filed for 2011
In effect since: October 1, 1941

Plans merged into this one: Pension Plan for Employees of A&b Agricultural Companies (2011).

Earlier plan names: A&b Retirement Plan for Salaried Employees.

Year by year, 2009 to 2011

Plan year	Participants	Net assets	Recordkeeper
2011	528	$40.9 million	not listed
2010	528	$46.0 million	not listed
2009	480	$43.0 million	not listed

Matson Navigation Co., Inc. & Subsidiaries 401K Retirement Savings Plan for Bargaining Unit Employees

401(k)Merged

Merged. In 2011 its assets moved to the A and B, Inc. RSP for Bu Ees, sponsored by Matson, Inc. (EIN 99-0032630, plan 015). Accounts moved with them, so that plan is the one to contact.

Plan number: 011Employer EIN 99-0032630
Participants (2011): 221
Net assets (2011): $12.6 million
Last listed recordkeeper: Fidelity2009
Plan administrator: Matson, Inc.
555 12TH Street
Oakland, CA 94607
(808) 525-8495As filed for 2011
In effect since: July 1, 1995

Earlier sponsor: Matson Navigation Company, Inc. (2009–2010).

Earlier plan names: Matson Navigation Co., INC.401K Retirement Savings Plan for Bargaining Unit Employees.

Year by year, 2009 to 2011

Plan year	Participants	Net assets	Recordkeeper
2011	221	$12.6 million	not listed
2010	227	$12.9 million	not listed
2009	240	$10.7 million	Fidelity

Alexander & Baldwin, Inc. 401(k) Trust for Former Pacam Employees

401(k)Merged

Merged. In 2010 its assets moved to the Alexander & Baldwin Inc. Individual Deferred Compensation Plan, sponsored by Matson, Inc. (EIN 99-0032630, plan 017). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 99-0032630
Participants (2009): 77
Net assets (2009): $1.5 million
Plan administrator: Alexander & Baldwin, Inc.
822 Bishop ST.
Honolulu, HI 96813
(808) 525-6611As filed for 2010
In effect since: July 1, 1997

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	0	$0	not listed
2009	77	$1.5 million	not listed

Alexander & Baldwin, Inc. Profit Sharing Retirement Plan for Bargaining Unit Employees

Profit-sharing planMerged

Merged. In 2010 its assets moved to the A and B, Inc. RSP Plan for Bu Ees, sponsored by Matson, Inc. (EIN 99-0032630, plan 015). Accounts moved with them, so that plan is the one to contact.

Plan number: 018Employer EIN 99-0032630
Participants (2009): 870
Net assets (2009): $599,793
Plan administrator: Alexander & Baldwin, Inc.
822 Bishop Street
Honolulu, HI 96813
(808) 525-8495As filed for 2010
In effect since: January 1, 2000

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	0	$0	not listed
2009	870	$599,793	not listed

Alexander & Baldwin, Inc. Individual Deferred Compensation Plan

401(k)Merged

Merged. In 2010 its assets moved to the A and B Idc PSR for Sal Nbu Ees, sponsored by Matson, Inc. (EIN 99-0032630, plan 016). Accounts moved with them, so that plan is the one to contact.

Plan number: 017Employer EIN 99-0032630
Participants (2009): 1,249
Net assets (2009): $88.2 million
Recordkeeper: Fidelity2009–2010
Plan administrator: Alexander & Baldwin, Inc.
822 Bishop Street
Honolulu, HI 96813
(808) 525-8495As filed for 2010
In effect since: January 1, 1990

Plans merged into this one: Alexander & Baldwin, Inc. 401(k) Trust for Former Pacam Employees (2010).

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	0	$0	Fidelity
2009	1,249	$88.2 million	Fidelity

A&b Retirement Plan for Sal'D Ees of Hawaiian Commercial & Sugar Co.

Pension (defined benefit)Merged

Merged. In 2009 its assets moved to the Pension Plan for Hourly Bargaining Unit Employees of A&b Agricultural Companies, sponsored by Matson, Inc. (EIN 99-0032630, plan 009). Accounts moved with them, so that plan is the one to contact.

Plan number: 006Employer EIN 99-0032630
Participants (2009): 331
Net assets (2009): $0
Plan administrator: Alexander & Baldwin, Inc. Employee Benefits Adm Comm
822 Bishop Street
Honolulu, HI 96813
(808) 525-8495As filed for 2009
In effect since: October 1, 1941

HC&S Pension Plan for Salaried Bargaining Unit Employees

Pension (defined benefit)Merged

Merged. In 2009 its assets moved to the Pension Plan for Houlry Bargaining Unit Employees of A&b Agricultural Companies, sponsored by Matson, Inc. (EIN 99-0032630, plan 009). Accounts moved with them, so that plan is the one to contact.

Plan number: 013Employer EIN 99-0032630
Participants (2009): 57
Net assets (2009): $0
Plan administrator: Alexander & Baldwin, Inc. Employee Benefits Adm Comm
822 Bishop Street
Honolulu, HI 96813
(808) 525-8495As filed for 2009
In effect since: January 1, 1968

Plans that moved to another employer

Plan	Now sponsored by	Since
A&b Retirement Plan for Salaried Employees of Alexander & Baldwin, LLC	Alexander & Baldwin, LLC, Series T	2017
Pension Plan for Employees of A&b Agricultural Companies	Alexander & Baldwin, LLC, Series T	2017
A&b Individual Deferred Compensation and Profit Sharing Plan for Bargaining Unit Employees	Alexander & Baldwin, LLC, Series T	2017
A&b Individual Deferred Compensation and Profit Sharing Plan for Salaried Non-Bargaining Employees	Alexander & Baldwin, LLC, Series T	2017

These plans once filed under Matson's tax ID and are now filed by another employer, usually after a sale or spin-off. Accounts moved with them.

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Matson, Inc. 401(k) and Profit Sharing Plan for Non-Bargaining Employees. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((510) 628-4000). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 13 plans

Matson, Inc. 401(k) and Profit Sharing Plan for Non-Bargaining Employees

Retirement Plan for Employees of Matson

Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit Employees

Matson Individual Deferred Compensation and Profit Sharing Plan for Bargaining Unit Employees

Matson Pension Plan for Clerical Bu Ees

Pension Plan for Employees of A&b Agricultural Companies

A&b Retirement Plan for Salaried Employees of Alexander & Baldwin, Inc.

Matson Navigation Co., Inc. & Subsidiaries 401K Retirement Savings Plan for Bargaining Unit Employees

Alexander & Baldwin, Inc. 401(k) Trust for Former Pacam Employees

Alexander & Baldwin, Inc. Profit Sharing Retirement Plan for Bargaining Unit Employees

Alexander & Baldwin, Inc. Individual Deferred Compensation Plan

A&b Retirement Plan for Sal'D Ees of Hawaiian Commercial & Sugar Co.

HC&S Pension Plan for Salaried Bargaining Unit Employees

Plans that moved to another employer

If you had money in one of these plans

What these numbers are

Other transportation and warehousing employers in CA